Partner programme

Grow with Bilanzo.
Two ways to partner.

Fiduciary offices manage their mandates in Bilanzo. Referral partners earn a commission on payments of referred fiduciaries.

Fiduciary and colleague at the screen with Bilanzo
Two programmes

Which path fits you?

All prices in CHF incl. VAT.

For fiduciary firms

Bilanzo for your mandates.

Manage mandates centrally and pass Bilanzo on as part of your fee.

  • Launch offer, fiduciaries 1 to 150
  • One time, no base feeCHF 299
  • From the 151st fiduciary
  • Base fee per month, plus mandatesCHF 299
  • Mandates per month, rate applies to all mandates
  • up to 5 mandatesBase rate
  • up to 20 mandatesBase rate minus 20%
  • from 21 mandatesBase rate minus 33%

We name the franc amounts of the tiers in a personal conversation.

For referral partners

Refer. Earn.

You bring fiduciaries to Bilanzo and receive a commission for as long as they remain customers.

  • Commission on payments of referred fiduciaries
  • On the base fee33 %
  • On every mandate fee25 %
  • On every mandate fee once the fiduciary has 20 or more mandates33 %
  • Payout
  • Daily and automatic, with statement as PDF, to your confirmed bank account from CHF 20from CHF 20

Calculated on the net amount after payment is received. No minimum turnover, no fixed term.

FAQ

Frequently asked questions

For further questions write to [email protected].

Does the mandate rate apply to all mandates or only to the additional ones?

For all. With 21 mandates you pay the lowest rate for each of the 21.

Where do I find prices for sole proprietors and SMEs?

On the pricing page. To the pricing page