Partner program

Build financial systems on top of Financial Assistant.

Financial Assistant is a Google Sheets™-based platform that partners use to deploy automated financial tools, assistants, and services for their audience. If you already have a method, template, or framework, Financial Assistant provides the system layer that keeps it running over time.

Apply as a partner Watch overview

Google Sheets™ add-onPlaid bank syncAI assistantsUS only

Prefer reading? Use the section nav below to jump to what gets built, architecture, economics, and launch.

What partners build

Partners use Financial Assistant to turn existing work into ongoing financial systems.

✓Bank-connected spreadsheet templates
✓AI assistants that guide decisions using real data
✓Automated workflows (onboarding, check-ins, goal tracking)
✓Optional access to professionals or services

The goal is a system that runs over time — not a one-time download.

Platform architecture (how it works)

Google Sheets™ stays the system of record. Financial Assistant runs alongside it.

Google Sheets™ is the system of record

Financial data lives in the user’s Sheet. Templates remain transparent and editable.

Bank data flows into Sheets

Accounts sync automatically to power formulas, workflows, and alerts — without manual imports.

AI sits on top

Assistants read from the Sheet and guide users through your method using real data.

Financial Assistant holds it together

Authentication, automation, scheduling infrastructure, orchestration, and support.

You focus on what you care about… we handle the rest.

You control

✓Your template structure + formulas
✓Your workflow steps + prompts
✓Your assistant name, tone, and prompts
✓Your pricing + offer stack (plan fee, subscription, add-ons)
✓How you integrate 1:1 bookings and existing products

Financial Assistant handles

✓Bank connectivity and data syncing
✓AI infrastructure and orchestration
✓User onboarding and system reliability
✓Scheduling infrastructure
✓Platform support and iteration

Monetization (recommended)

Simple, creator-friendly pricing: a one-time plan fee + a subscription for ongoing guidance.

Plan fee

Paid onboarding + initial plan outcome inside the sheet.

Subscription

Bank sync + weekly check-ins + ongoing coaching.

Add-ons

Optional workflows, upgrades, or 1:1 booking upsells.

Economics

Financial Assistant retains a platform base to cover variable costs, with revenue shared based on usage and structure.

We’ll align on the exact split based on your pricing and your customer volume. The goal is simple: you make money on day one, and the platform stays sustainable as usage grows.

Example (for illustration only)

You currently sell a $49 template. With Financial Assistant, you launch a $9/mo subscription for ongoing guidance. At 500 subscribers, that’s $4,500/mo in recurring revenue—plus higher engagement than a one-time download.

This is an example scenario, not a promise of results.

Want to talk economics for your audience?

Apply and we’ll map a pricing model that fits your method and funnel.

Apply as a partner

Launch timeline

Fast setup. Launch timing depends on how customized you want it.

Day 1
You
Share your template + method + example outcomes.
Financial Assistant
Map template → data layer, configure your coach persona.
Day 2–7
You
Review the flow, approve voice + prompts, pick pricing.
Financial Assistant
Polish workflow, build emails, QA with your niche scenarios.
Launch
You
One demo + a few posts + one email to your list.
Financial Assistant
Operate the platform, handle onboarding + support, ship iteration from usage.

Who this is for

Partners with a method, framework, or template who want to build on a platform rather than maintain infrastructure.

Common partner profiles

✓Spreadsheet sellers deploying bank-connected templates
✓Professionals offering ongoing guidance
✓Platforms deploying assistants inside Sheets

You’re a great fit if you want ongoing engagement — not one-time sales — without rebuilding infrastructure.

Great fit if…

✓You already have a method, framework, or template
✓You want ongoing engagement rather than one-time sales
✓You prefer building on a platform vs. maintaining infrastructure
✓You want assistants and workflows grounded in real data

Not a fit if…

✓You want a generic budgeting app experience
✓You don’t want to promote or launch to your audience
✓You don’t have a method, workflow, or template yet

FAQ

Quick answers to common partner questions.

What happens after I apply?

We review fit, then schedule a short call to map your use case (method/template/framework), your workflow, and a launch plan. If it’s a fit, we move into setup.

Is this white-labeled?

Partners can define the assistant name and tone. Financial Assistant is the underlying platform powering the system.

How does billing work?

You set pricing. Financial Assistant handles platform billing and revenue share, aligned to your volume and structure.

What do I need to provide?

Your use case, your workflow, and your preferred assistant tone. If you already have a template or framework, we build on it.

Where can I learn about data flow and security?

See the security overview.

Apply to partner

We’ll review fit, map your use case, and outline a launch plan.

Apply as a partner Product