Partners

For implementation partners

You set up and train. We look after the product, the servers and the updates.

2 min read Updated

Who does what

JobYouUs
Finding and advising the client –
Setup: company, tax, roles, print formats –
Moving data from Tally or spreadsheets –
First-line support –
The software, updates and statutory changes –
Cloud servers, backups and restores –

Our team trains you first and runs the first import check with you.

In short

The implementation partner programme is for IT firms and consultants who set up accounting or business software for small and medium businesses, in India or elsewhere. Partners do the setup, data move, training and first-line support for their clients; we provide the software, the cloud servers, updates and second-line support. Commercial terms are agreed with each partner.

Who it is for

IT firms, ERP consultants and accounting-software implementers who already set up systems for small and medium businesses and want one product that covers sales, purchasing, inventory, accounting and tax, point of sale, HR and payroll, CRM and Support. Outside India, we build and test the country pack for local tax and payroll before go-live.

Who does what

Job Partner Our team
Finding and advising the client Yes Helps with demos
Setup: company, tax, roles, print formats Yes Trains you first
Moving data from Tally or spreadsheets Yes Import tools that check each file first
Training the client’s team Yes, in your language Guides and in-app help
First-line support Yes —
The software, updates and statutory changes — Yes
MyRecords Cloud servers, backups and restores Yes
Changes to the software itself Yes, quoted separately

What partners get

  • Training on our setup method: discover, masters, opening balances, parallel run, go-live.
  • The same tools our own team uses: the company setup steps, Import data with a column check and undo, and the Tally imports for party ledgers, stock masters, opening stock, BOMs and day books.
  • A product with unlimited users, so your quote never grows with the client’s headcount.
  • Commercial terms agreed with each partner, in writing.
MyRecords Undo a data import screen: choose the data import; only imports that created new records can be undone, newest first.
An import that created new records can be undone in one step.

What we ask

  • Follow the parallel-run check before go-live: three days in a row that reconcile with no manual fix.
  • Keep clients on a standard version, so updates and statutory changes reach them.
  • Be honest with clients about what is live, what needs their own accounts connected, and what is on the roadmap.

How to join

Fill in the form on the partners page and choose “Implementation partner”.

More in Partners 2 pages

Questions

Questions people ask

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A person from our team replies, usually the same day.

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01Is this programme open now?

We are taking our first partners now, alongside our first pilot customers. Expect to work closely with our own team on the first setups.

02How are partners paid?

Terms are agreed with each partner in writing. We do not publish a standard margin or rate.

03Can partners make custom changes for clients?

Custom fields (Customise a form), print formats, approval workflows and automations are set up from the screens. Changes to the software itself go through us, quoted separately, so every client stays on a version we can update.

04Who supports the client after go-live?

Usually the partner first, with our team behind them. Who answers what is written into each agreement.

Next step

See it on your own numbers.

A live demo on our sample company, with your questions answered by our team. Or ask us for a quote first.

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Live demo

Book a walk-through

  • On our sample company, for your kind of work
  • A quote for the modules you need
  • Your questions, answered by our team