Accounting firms, fractional CFOs and expense platforms use Phyto Nex AI to close T&E control gaps for clients and earn referral fees up to 25%.
Referral fee estimate, annual billing
3 Mid-Market, 2 Growth
Based on list base fees with the 15% annual discount, before submitter overages. Clients referred by partners receive an extra 10% off year one.
Each program is built around how that partner already serves finance teams.
Add T&E control reviews to outsourced accounting, audit readiness and advisory engagements. Run a Free 50-receipt audit for a prospect, show them what slipped past managers last month and keep advising once Phyto Nex AI is live. Firms use the partner workspace to review flags across clients during month-end close.
6 to 10%
of T&E typically falls outside policy
$58
GBTA cost to process one report
19%
of reports contain errors (GBTA)
Give each portfolio company a defensible Accountable Plan without adding AP headcount. One login, every client, isolated tenants.
Platform partners
SAP Concur
Ramp
Brex
NavanRead-only integrations, joint support runbooks and marketplace listings.
SAP Concur
Expense reports, receipts, approval chains
Ramp
Card transactions, memos, receipts
Brex
Card spend, reimbursements, policies
Navan
Travel bookings, folios, expenses
Expensify
Reports, SmartScan receipts
NetSuite
Approved outcomes and tax categories
Tiers are based on clients referred or managed in the last 12 months. You move up automatically.
| Benefit | RegisteredAny firm | Certified3+ clients | Premier8+ clients |
|---|---|---|---|
| Referral fee on first-year contract value | 15% | 20% | 25% |
| Extra 10% year-one discount for your clients | |||
| Multi-client partner workspace | Up to 3 clients | Up to 15 clients | Unlimited |
| Free 50-receipt audits to run for prospects | 2 per quarter | 10 per quarter | Unlimited |
| Partner certification for your staff | |||
| Co-branded audit reports | |||
| Named partner manager | |||
| Joint webinars and benchmark data access | |||
| Listing in the partner directory |
“We used to sample 40 reports per client at quarter-end and hope. Now we review every flagged line across eleven clients in one workspace, and our clients' AP teams send the messages.”
Sudhir Natarajan, CPA
Managing Partner, a 60-person outsourced accounting firm in New Jersey
Tell us about your firm and the clients you serve. A partner manager replies within one business day.
Most accounting firms and fractional CFOs refer, and Phyto Nex AI contracts and bills the client directly. Premier partners can also resell on their own paper with wholesale pricing agreed in the partner agreement.
Fees are paid quarterly in arrears once the client's first annual invoice is paid. Monthly-billed clients accrue fees as each invoice is paid during the first 12 months.
Yes, through the partner workspace, with each client's written authorization. Every client's data is isolated in its own tenant, and connectors remain read-only.
No. Phyto Nex AI flags and drafts, and the client's own AP or finance team approves every message and deduction. Partners can review findings and advise, which is where most firms add value.
Platform partners work with our integrations team on read-only scopes, marketplace listings and joint support. Email partners@phytonexai.com to start a technical review.
Connect Phyto Nex AI to your expense tool in 15 minutes and see what slipped past managers this month.
14-day free production trial. Read-only connectors. No card required.