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

Technology

 

Associations

 

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

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