PARTNER WITH OUTMIN

Build your firm on better bookkeeping

Choose how you work with Outmin: refer clients and access clean data, or integrate and make bookkeeping profitable.

Two models. One platform. Zero effort.

Outmin offers two ways to partner: Both eliminate bookkeeping bottlenecks and improve practice operations. Choose the model that fits how you want to work.

Referral Partners

You refer. We deliver. You get clean, reconciled books.

Outmin handles the bookkeeping directly for your client. You keep full visibility through the Partner Portal and focus on compliance and advisory.

Perfect for:

Non-bookkeeping accounting practices that want cleaner data and happier clients. Without the bookkeeping burden.

What you get:

Reconciled data for VAT, year-end, and advisory

Full access to the Practice View

No chasing clients for documents

Stronger client satisfaction

No cost, no software to manage

Basic Partner Badge

Embedded Partners

You own the client. Outmin becomes your bookkeeping delivery engine.

With Outmin embedded in your practice, you bill the client directly. Outmin delivers your client's reconciled books behind the scenes.

Perfect for:

Full-service accounting practices that want to scale bookkeeping services without additional headcount.

What you get:

Autonomous bookkeeping through your firm

Full access to the Outmin™ Platform

Dedicated Partner Manager

Priority onboarding and SLA support

Co-branded materials and campaigns

Special Partner Badges

Early access to advanced AI features

How the partnership works

Referral Partners

Outmin owns the client relationship. We onboard, deliver, support, and bill the client directly – you get instant portal access.

What happens:

You introduce us to your client

We check suitability and manage onboarding

Client connects banks, app, and suppliers

We reconcile their books, daily

You use the Partner View for accounting work

No lift from your team

Embedded Partners

You own the client relationship. Outmin powers your delivery. Start with a pilot to prove the model, then roll out at scale.

What happens:

Choose 3–5 pilot clients to activate

We onboard them with you

You remain the main point of contact

Outmin handles bookkeeping production

You charge the client your price

Scale whenever you’re ready – no extra hiring

Chat with us

Compare partnership options

See exactly what each model gives your firm so you can choose the best fit.

Referral

Embedded

Outmin™ Platform access (banks, AP/AR, TB, GL, docs)

Clean, reconciled client data

Outmin bills client directly

Partner bills client directly

Volume discount

Priority onboarding & implementation

Dedicated Partner Manager

Co-branded materials

Partner badge

SLA response

Early feature previews

Access to Outmin Oracle*

Why firms partner with Outmin

The benefits your team and your clients feel immediately.

Cleaner books for every client

Daily processing and continuous reconciliation mean your team always starts from clean, current data. No backlogs, no month-end chaos.

More capacity without hiring

Serve more clients with the team you already have. Less manual bookkeeping, more time for meaningful work.

Greater consistency and accuracy

Rex™ standardises coding, reconciliation, and data quality across your entire portfolio. Fewer errors, fewer surprises, fewer fire drills.

Happier, better-served clients

Clients get clarity, quick answers, and constantly up-to-date books. You become the firm that “just has everything sorted.”

A modern service offering

Autonomous bookkeeping elevates your firm's positioning. You’re not selling faster bookkeeping – you’re delivering a completely different experience.

Stronger internal focus

Partners and managers spend less time reviewing bookkeeping work and more time on advisory, planning, and client relationships.

Explore practice benefits

Frequently asked questions

Which partnership model is right for my firm?

If you want to stay at the centre of the client relationship, control billing, and include autonomous bookkeeping as part of your service offering, Embedded is the best fit. If you prefer not to run bookkeeping internally and simply want clean data for VAT and year-end, simply refer the client; we'll handle everything else.

Do we have to manage onboarding?

As an Embedded Partner, we do the bulk of the heavy lifting. Your role is limited to introductions and access where needed. As a referral partner, you don’t touch onboarding at all. We onboard the client directly and you get portal access once they’re live.

What types of clients are the best fit for Outmin?

Clients with frequent transactions, supplier-heavy workflows, bank and POS activity, and straightforward business structures. Hospitality, retail, manufacturing, and multi-site operators are strong fits.

Are there clients who aren’t a good fit?

Clients with complex, highly customised finance structures may not be suitable – for example, heavy intercompany, bespoke reporting requirements, or specialised internal controls. If you're unsure, send us the profile. We’ll confirm suitability.

Do my clients need to change systems or learn new software?

Can we test Outmin before committing?

Yes. Embedded partners normally start with a pilot group of clients to see the impact before expanding.

What does my firm get access to?

Both partnership types get access to the Outmin™ Platform. You’ll see clean, reconciled books, bank visibility, supplier and customer data, TB/GL, source documents, and VAT workings.

Choose a partnership that pays from day one

Want hands-off bookkeeping or a scalable delivery engine? There’s a partnership model built for your firm.

Book a demo