Patternry partner program

Build better operating systems together.

Help growing teams connect spend, planning, and reporting—and create a durable new revenue stream for your practice.

Join the network
Finance team reviewing market analysis, photographed by Yan Krukau on Pexels
Team collaborating on financial reports, photographed by Yan Krukau on Pexels
21.4%average partner-sourced expansion after six months
LEDGERLINENORTHSTAR ERPVANTAGE CLOUDCOMMONBOOKMARROW SYSTEMS

Why partner with us

Give every client a cleaner month-end.

Patternry turns fragmented purchasing and planning into one governed workflow—without asking your clients to rebuild the systems they already trust.

Control without friction

End the month with fewer loose ends.

Cards, approvals, invoices, and receipts move through one visible process so finance teams can close with confidence.

  • Policy-aware approval routes
  • Live receipt and invoice matching
  • Clear ownership at every step
Advisers discussing financial charts, photographed by Yan Krukau on Pexels

A stronger client offer

Help customers scale without adding busywork.

Advisers can introduce Patternry as part of a broader operating model, with services and technology working in one story.

  • Co-selling support for qualified projects
  • Implementation resources for your team
  • Shared customer-success planning
Business team analysing market data, photographed by Yan Krukau on Pexels

Compounding value

Turn trusted advice into durable growth.

Receive a revenue share when referred customers adopt Patternry, then grow the relationship through integrations and advisory work.

  • Transparent opportunity tracking
  • Recurring revenue on eligible accounts
  • A named partner manager
Finance colleagues working beside trading screens, photographed by Kampus Production on Pexels

Who we partner with

Designed for teams who shape the system.

From accounting practices to embedded software partners, Patternry supports different routes to a better finance operation.

Accounting practices

Introduce a governed spend process alongside finance transformation and reporting work.

ERP integrators

Connect Patternry to the tools clients already rely on, with technical enablement from our team.

Referral partners

Bring the right customers to Patternry and receive a share when an eligible account goes live.

Connect the critical path

Keep every client’s core systems in sync.

Native connections cover established finance platforms, while a documented API supports the workflows that make each implementation distinct.

NorthstarClearbooksExactaLedgerlineOrbit ERPCommonbook

Powerful native integrations

Connect finance systems, identity providers, and travel platforms with guided setup.

Patternry APIClient workflowLive record

A versatile partner API

Build governed connections with structured events, secure access, and clear documentation.

Leon Varga, portrait photographed by Ben Khatry on Pexels
“Patternry respects the systems our customers already use. That made the partnership feel additive from the first workshop—and gave our team a much clearer route from advice to implementation.”
Leon Varga · Managing partner, Fieldhouse Advisory

What partners receive

Support for the whole relationship.

Practical enablement before the first introduction, shared momentum through delivery, and a clear view of what comes next.

Sales and technical enablement

Talk tracks, demos, discovery guides, and solution support for your client conversations.

Co-marketing opportunities

Field notes, events, and case stories developed around work your team knows well.

%

Revenue share

Clear commercial terms and recurring participation for eligible partner-sourced accounts.

Hands-on account management

A named partner lead who understands your practice, pipeline, and delivery model.

Dedicated solution engineer

Technical support for architecture, integrations, security, and complex requirements.

Funding for innovation

Selective support for integration development and repeatable customer solutions.

Start the conversation

Become a Patternry partner.

Tell us a little about your work and we’ll respond within five working days.

Questions

Frequently asked.

Who can apply to the program?

Advisory firms, accounting practices, systems integrators, software companies, and independent experts with a relevant customer base.

Are there joining fees?

No. The Patternry partner program has no application or membership fee.

Is regional exclusivity available?

We do not offer automatic exclusivity, though deeper market plans may include specific territory commitments.

How are opportunities tracked?

Approved partners receive a shared opportunity view with clear stages, ownership, and commercial status.

What happens after I apply?

Our partnership team reviews fit, schedules an introductory call, and agrees a practical enablement path before any customer work begins.

Will Patternry appear in a public directory?

Partners can opt into a directory listing once enablement is complete and the first joint customer experience has been reviewed.

Can specialists join before choosing a partner tier?

Yes. We use the introductory conversation to select the most useful route based on your services, product, and customer work.

A better system starts together

Ready to build a valuable partnership?

Bring your expertise. We’ll bring the platform and support.

Join our network