Mr. Bizzy Accounting & Bookkeeping Partner Program
Stop Chasing Client Receipts. Grow Your Practice with Mr. Bizzy.
Simplify expense collection, earn referral commissions, and get more visibility for your accounting or bookkeeping firm.
Give clients an easier way to submit receipts, invoices and statements through WhatsApp or email – without installing or learning complicated apps.
With Mr. Bizzy Expense Bot Plus, client documents are automatically extracted, classified and organized into dedicated folders, with expense reports and CSV files ready for your team.
Whether you manage client expenses directly or refer clients to their own Expense Bot accounts, our Partner Program helps you reduce administrative work while creating new opportunities for your practice.
Three reasons to partner with Mr. Bizzy:
- Less Admin: Automate client expense collection and document organization.
- More Revenue: Earn 20% referral commissions and receive 15% off your own Expense Bot Plus subscription.
- More Visibility: Get your firm listed in our partner directory and access co-marketing opportunities.
Free to join. No minimum referrals. No Expense Bot Plus subscription required.
Bookkeeping Shouldn’t Mean Chasing Receipts
Your team should be focused on bookkeeping, reconciliation and helping clients make better financial decisions – not spending hours requesting missing receipts, organizing documents and preparing expense spreadsheets.
Yet many accounting and bookkeeping firms still deal with:
- Clients submitting receipts late, through multiple channels or not at all.
- Endless follow-up emails and messages requesting missing documents.
- Manually organizing receipts, invoices and statements for each client.
- Inconsistent expense records that require additional preparation before bookkeeping can begin.
- Software that clients find too complicated to use consistently.
Mr. Bizzy helps eliminate much of this expense administration before it reaches your team.
Your clients simply send their expense documents through WhatsApp or email. Mr. Bizzy handles the collection, extraction, classification and organization.
One Partner Program. Two Flexible Ways to Manage Client Expenses.
Not every accounting firm operates the same way, and not every client wants the same level of control. With Mr. Bizzy, you can choose how clients participate – while keeping expense administration simple.
Option 1: Manage Clients Through Your Own Expense Bot Plus
Best for firms providing fully managed bookkeeping services.
Assign clients user accounts from your firm’s Expense Bot Plus subscription.
Clients submit receipts, invoices and statements through WhatsApp or email, and their expense information is organized within your firm’s environment.
Benefits:
- Manage client expense administration centrally.
- Keep supporting documents, reports and CSV files organized in client folders.
- Provide clients with a simple way to submit expenses.
- Include expense collection as part of your managed bookkeeping service.
- Export a client’s documents, reports and CSV files as a ZIP archive when a record handover is required.
These accounts are administered under your firm’s company environment. They are not independently transferable client subscriptions.
Option 2: Let Clients Own Their Expense Bot Accounts
Best for clients who want independent expense tracking and ongoing control of their records.
Clients subscribe to Expense Bot Standard or Premium under their own company and connect to your Expense Bot Plus using your unique partner code.
They continue sending expense documents through WhatsApp or email. Mr. Bizzy organizes their records and makes supported expense information available to your firm.
Benefits:
- Clients maintain their own expense history and records.
- Multiple employees registered under the same client company can contribute to company-level expense reporting.
- Clients can continue using their Expense Bot accounts even if they change accountants.
- Connected client-owned accounts do not consume your EBP user or transaction limits.
- Your firm earns a 20% commission on qualifying client subscriptions.
- The EB-to-EBP integration is included exclusively for approved Partners, at no additional integration charge.
Use either model – or combine both to suit your practice and your clients.
Support More Clients Without Paying for More EBP Users
Consider an accounting firm serving 150 clients.
- 100 clients maintain their own Expense Bot subscriptions and connect to the firm’s EBP.
- 50 clients use accounts managed directly under the firm’s EBP subscription.
The firm could potentially use the 60-user Expense Bot Plus Scale plan to serve all 150 clients, provided its accountant-managed usage stays within the plan’s limits.
That’s because linked client-owned EB accounts do not consume the firm’s EBP user or transaction allowances.
The result: More flexibility, potentially lower subscription costs, and less account administration for your team.
And when those independently subscribed clients qualify as referrals, their subscriptions can also generate commissions for your firm.
Earn from Referrals. Save on Your Own Subscription.
Our Partner Program is designed to reward firms that introduce clients to a simpler way of managing business expenses.
20% Referral Commission
Earn 20% commission on qualifying new Expense Bot Standard, Expense Bot Premium and Expense Bot Plus subscriptions.
- Earn 20% commission on qualifying new Expense Bot Standard, Expense Bot Premium and Expense Bot Plus subscriptions.
- New referrals can generate additional commission opportunities throughout your participation.
- Monthly subscriptions qualify after three consecutive paid months, with eligible commissions for those first three months included.
- Annual subscriptions qualify after successful payment, subject to the Program terms.
- Commissions are settled quarterly.
15% Off Expense Bot Plus
Receive an ongoing 15% discount on your own Expense Bot Plus subscription.
- Available on Starter, Growth, Scale and Pro packages.
- Applies to monthly and annual subscriptions.
- No minimum referral requirement.
- Available immediately upon Partner approval.
Choose Cash or EBP Subscription Credits
Receive qualifying referral commissions as cash payouts or apply them toward your firm’s Expense Bot Plus subscription fees.
Your referrals could potentially cover part – or even all – of your EBP subscription costs.
Cash payouts have a CAD $50 minimum and are processed within 30 days after quarter-end. EBP credits are non-cashable and subject to the Program terms.
You don’t need to subscribe to EBP to earn referral commissions.
More Than a Referral Program. An Opportunity to Grow Together.
We want to help participating accounting and bookkeeping firms gain visibility – not simply reward them for introducing clients.
As an approved Partner, you can access:
Partner Directory Listing
Feature your accounting or bookkeeping firm on the Mr. Bizzy website, including your business name, logo and website link.
The first 100 approved Partners are eligible for a complimentary listing without requiring an EBP subscription.
Case Studies and Success Stories
Collaborate with Mr. Bizzy on mutually approved case studies showcasing how your practice uses automation to improve client expense administration.
Website and Social Media Exposure
Selected Partners may be featured through Mr. Bizzy website content, blog posts, social media and other promotional activities.
Co-Marketing Opportunities
Explore joint webinars, educational content and campaigns that introduce more businesses to your services and the benefits of automated expense administration.
Promotional opportunities are subject to mutual agreement and availability.
Becoming a Partner Is Simple
Step 1 – Join the Partner Program
Complete our short online registration form and accept the Partner Agreement. Enrollment is free.
Step 2 – Get Your Partner Code
Once approved, receive your unique company ID or partner code, along with onboarding guidance and client invitation resources.
Step 3 – Choose How to Work with Clients
Refer clients to their own Expense Bot accounts, use your EBP subscription to manage client expenses, or combine both approaches.
Step 4 – Simplify Expense Administration
Clients send receipts, invoices and statements through WhatsApp or email. Mr. Bizzy extracts, classifies and organizes supported expense information and generates reports and CSV exports.
Step 5 – Earn and Grow
Receive commissions on qualifying referrals, enjoy your EBP partner discount when subscribed, and participate in eligible marketing opportunities.
Built for Accounting and Bookkeeping Professionals
The Partner Program is designed for:
- Independent bookkeepers and bookkeeping practices.
- Accounting firms serving small and medium-sized businesses.
- CPAs and accounting professionals providing ongoing client services.
- Firms managing expense administration for multiple clients.
- Accounting professionals who prefer to refer clients without managing their expense accounts.
Whether you serve 10 clients or hundreds, the Program offers a flexible way to simplify expense collection and build an additional revenue opportunity.
Frequently Asked Questions
Is there a fee to join the Partner Program?
No. Enrollment is free, with no minimum referral requirements.
Do I need an Expense Bot Plus subscription to become a Partner?
No. You can join as a referral-only Partner and earn commissions on qualifying client subscriptions. An EBP subscription is required only if you want to use its account management and integrated expense administration features.
Can I give my clients user accounts under my own EBP subscription?
Yes. You can allocate available EBP user accounts to clients and manage their expense information within your firm’s company environment.
Why would a client subscribe to their own Expense Bot account instead?
A client-owned account provides independent access to expense history, company-level reporting across registered employees and continuity when changing accounting firms. It also avoids consuming your firm’s EBP user and transaction limits.
What happens if a client leaves my accounting firm?
If the client owns an EB subscription, they can continue using it independently.
If the client uses an account within your EBP environment, you can export their available documents, CSV files and expense reports as a ZIP archive for handover. The managed account itself is not currently transferable to another company environment.
Does linking client-owned EB accounts cost extra?
No. The supported EB-to-EBP integration is included for approved Partners with an eligible EBP subscription, without an additional integration charge.
Do connected client-owned EB accounts count against my EBP user or transaction limits?
No. Connected client-owned EB accounts do not consume your firm’s EBP user or transaction allowances.
How much commission can I earn?
Approved Partners earn 20% on qualifying subscription revenue for each referred customer’s initial 12-month eligibility period. Monthly subscriptions must complete three consecutive paid months to qualify. Additional conditions are described in the Partner Agreement.
Can I use my commissions to pay for EBP?
Yes. You may select cash payouts or credits toward your EBP subscription. Credits are applied after your Partner subscription discount and are subject to the Program terms.
Can I join if I only want to refer clients?
Absolutely. You can participate without subscribing to EBP. You remain eligible for referral commissions and applicable Partner marketing benefits.
How do I get listed in the Partner Directory?
Approved Partners may request a listing with their business name, logo and website. The first 100 approved Partners qualify for complimentary listing without an EBP subscription. After that, new listings require an active EBP subscription unless an exception is approved.
Spend Less Time Chasing Receipts. More Time Growing Your Practice.
Give your clients a simpler way to manage expenses, reduce the paperwork reaching your team, and unlock referral income and marketing opportunities.
Join the Mr. Bizzy Accounting & Bookkeeping Partner Program today.
Free enrollment. No minimum referrals. Flexible client account options.