INDIVIDUALS

Partner with FutureView

Are you a trusted advisor looking to grow your customer base and generate recurring revenue from existing clients? Let's talk.

Partner Program Benefits

Trusted Product

We're a CFO led company with a team that has decades of collective finance experience. Our product has best practices baked in and saves our customers, on average, 40% of time spent on budgeting, forecasting and reporting.

Referral Model

We know you're busy with a dozen things at the same time. Our simple referral model makes it easy for you to refer business without having to be involved in the entire sales cycle. You can be as involved as your schedule allows.

Increase Revenue

FutureView enables you to generate additional revenue from existing customers and create a stickier relationship.

Target Market

FutureView works with companies in various industries including IT/Software, Healthcare, Manufacturing and Hospitality.

Our customers have between 50-350 employees and are generally using a cloud based ERP. We have integrations with all the commonly used ERP systems including NetSuite, Quickbooks Online, Deltek, Intacct, Microsoft Dynamics and more.

Are you already working with these customers?

Contact Us

15% Referral Fee

We offer a competitive 15% Referral Fee (capped at $10K per client) and 5% for the next two years (capped at $5K per client).

We work hard to help you grow your business by offering a competitive revenue share and finding ways to generate additional revenue for you.

Not interested in a referral fee? Looking for more of a strategic partnership? Let's talk about how we can help you grow your business by offering complimentary services to our customers.

TESTIMONIALS

What Our Customers Say About Us

“By working with FutureView we’ve cut our report preparation time from days to minutes.  In addition, the data structure provides the flexibility to evaluate the business at a more granular level, instantaneously. Both allow the finance team to spend more time on advising the business.”

Keith Haas
CFO, BridgeStreet

"FutureView has been a key partner to our FP&A team as our team has grown and our business has doubled. They are our trusted resources with the available expertise that helps us make the right decisions and learn best practices."

Maddy Devine
Director, Lucid

Partner with FutureView

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