Partnerships with Truly Financial

BUILD
EARN
GROW

without Boundaries

Accounting
|
Technology
|
Associations
Deliver the future of banking to your network.

Learn More

BUILD
EARN
GROW

without

Boundaries

Accounting
|
Technology
|
Associations
Deliver the future of banking to your network.

Learn More

Designed to Support Your Niche

69% of SMBs would switch banks for lower fees and more rewards.

Small Biz Trends

Accounting & Bookkeeping Firms

Help your clients navigate their finances.

What’s in it for you?

  • Simple Execution for partners
  • Real Money To Be Earned
  • You Provide Essential Value

How does this help your clients?

  • Faster payments and more perks
  • Save money on routine transactions
  • Control and oversee spend management

On average, a company uses 80 different SaaS applications to establish all working processes.

Thrive My Way

Technology Companies

Partnerships increase stickiness.

What’s in it for you?

  • Increase Brand Awareness & Trust
  • Add A Traffic Source For Leads
  • Value Added Integration Opportunities

How does this help your clients?

  • Easily Find Complementary Products
  • Access Their Favorite Products In One Place
  • Great Banking Experience For Small Businesses

Technology Companies

Partnerships increase stickiness.

What’s in it for you?

  • Increase Brand Awareness & Trust
  • Add A Traffic Source For Leads
  • Value Added Integration Opportunities

How does this help your clients?

  • Easily Find Complementary Products
  • Access Their Favorite Products In One Place
  • Great Banking Experience For Small Businesses

The top 2 reasons that members leave an association is “lack of engagement” and “lack of value”.

Higher Logic

Trade Associations

Cut through the noise.

What’s in it for you?

  • Help members see the future of banking
  • Offer a service every member needs
  • Bridge the generation gap with digital banking

How does this help your clients?

  • Save money on routine transactions
  • Get paid faster & earn more perks
  • Leverage current trends with relevant technology
  • Shareable Rewards

With a Truly Financial Partnership, you’re in control of how much money you can earn. Your clients can start reaping rewards, as soon as they open an account.

  • Bespoke Plans

We offer a number of different plans, with unique payment structures. Our team will help you determine which plan will best suit your needs and your business.

  • Exponential Growth

Your clients can start earning money right away, every time they receive a payment. This facilitates growth for them, in addition to giving them seamless, versatile banking services.


When I first heard about Truly Financial and how they're going to streamline the financial side of my business, I had to sign up for an account right away. No way am I going to miss this!
Dawn Brolin
CEO, Powerful Accounting LLC
I think Truly Financial is the future of banking. They’re taking all the complicated parts out of small business’ finances, and doing it with gusto!
Alexandra Kapelos Peterson
Alexandra Kapelos-Peters
Founder, Cansulta

Frequently Asked Questions

Have another question? Send us a message.

Contact Us

How can I learn more about Truly Financial?

Our website is the location for the most up-to-date marketing materials, case studies, podcasts, videos, and articles. There, you’ll also find links to live and recorded webinars.

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Can Truly Financial provide co-branded material to support our sales outreach?

Yes, Truly Financial can provide co-branded material, depending on your needs and level of partnership. We just need to know at least three full weeks in advance of an event. […]

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When can our logo go up on the Truly Financial Partner Page on the website?

Partners’ logos are added to the website after their first sale.

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What kind of support will I be getting from Truly Financial during the sales process?

Truly Financial will be with you during the entire sales process. We have a password-protected section of our website dedicated to our partners with case studies, white papers, brochures, logos, […]

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When will I be paid after a referral/sale goes through?

Partners’ commissions are paid 45 days after the customer pays Truly Financial.

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Am I restricted to a certain sales territory?

No. We utilize a partner management platform that registers a deal on your behalf, whenever a customer uses your unique link. This eliminates the need to assign territories.

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Will I be competing against Truly Financial direct salespeople and/or other partners?

No. Truly Financial Partner Managers want to help you be successful. Any deals you win in their portfolio count towards their sales quota.

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What happens if after a period of time there’s no sale, but we’re continuing to talk to clients about signing up?

As long as you are actively pursuing the business and communicating your progress through the partner portal, we’ll protect your deal registration. If a lead doesn’t follow through on a […]

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How does Truly Financial manage leads and prospects with other partners’ sales efforts?

We use a partner relationship management tool, which gives each Partner an end-to-end solution. Once you register as a partner, we’ll contact you to conduct an onboarding session to help […]

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Is there a cost to my customers/referrals?

No. Anyone can open a Truly Financial account, just like any other banking institution. There are tiered levels of accounts, some of which include monthly fees for additional services, but […]

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How much money will I make as a partner? Under which plan will I make the most?

How much money you make depends completely on how much you sell. We can discuss the plans with you in detail, as well as help you do an analysis to […]

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Is there a cost to become a partner?

No. The program is free to join. When you do join, we have a team of dedicated Partner Managers to help you get set-up, launched, and they support you every […]

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How much time or commitment is required to participate in the Partner Program?

That’s totally up to you. Every referral is an introduction to a better banking experience for your customers. It’s as simple as clicking the share button – we do most […]

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How do I participate in the Partner Program?

Once you contact us, we will set up a series of meetings to explain our solution and see if it aligns with your business goals. If these goals do align, […]

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Leverage partnerships to supercharge your growth. Let us help you scale.