★ For accountants & fractional CFO firms

You’re already your client’s most trusted advisor.
Be the one who recommends the right tools too.

When your clients ask which payroll provider to use, which bank to bank with, or which AP tool to switch to — you should have an answer. GetProven gives your firm a branded vendor benefits portal with the same vetted vendors that a16z, JPMorgan, NEA and HSBC put in front of their portfolios and clients.

Book a 20-min call →See how it works

Trusted by Burkland, Ravix Group, Streamlined · Vendor-funded, free for your firm · Live in 3 days

YF
Your Firm Perks
perks.yourfirm.com
Live
Vendors available to your clients
NotionMercury
NotionRamp
NotionBrex
NotionGusto
NotionRippling
NotionIntercom
NotionPostHog
NotionNotion
Recent client activity
Acme Co. redeemed Mercury — banking2m ago
Nova Labs redeemed Gusto — payroll14m ago
Vector Bio redeemed Ramp — AP automation1h ago
128
Vendors live
$24K
Client savings YTD
31%
Client engagement
200+
Organizations run vendor portals with us — VCs, banks, PE houses
62,000+
Founders and SMBs in the GetProven network
128
Vetted vendors live on the platform today
3 days
From signed agreement to live, branded portal
Why now

Trust in B2B software discovery is collapsing. Your clients still trust you.

G2, Capterra, and Google search are flooded with AI-generated reviews and SEO spam. Your clients can no longer tell which vendors are real. But they pick up the phone when you call. That's a position of leverage — and it doesn't last forever.

87%

of SMBs say they'd rather ask their accountant than search online for software

Source: Intuit ProAdvisor 2025 survey. Accountants outrank Google, peer reviews, and even other founders as a trusted source for B2B software recommendations.

3x

higher conversion when a vendor is introduced by an accountant vs. a cold ad

Our own platform data across 62K+ buyers. Vendor recommendation from a trusted financial advisor converts at multiples of any other channel — and vendors will pay for that.

2026

is the year AI buying agents start picking vendors on behalf of SMBs

If your firm doesn't have a structured vendor recommendation layer now, AI agents will pick for your clients — using exactly the polluted data sources you don't trust.

“The accountant has always been the most trusted advisor a small business has. What’s changing is that the firms with the right tooling will own that position at scale — and the ones without it won’t.”

How it works

A branded vendor portal for your firm — live in 3 days.

Same engine that powers vendor marketplaces for Andreessen Horowitz, JPMorgan, NEA, HSBC, and 200+ other organizations. Branded for your firm. Stocked with vendors your clients actually need. Zero engineering on your side.

1

We stand up your branded portal

You get a subdomain (perks.yourfirm.com) or custom domain, styled to your brand, pre-loaded with the right vendor mix for your client base — SaaS, AI, fintech, CPG, professional services, whatever you serve.

2

Your clients log in and discover vetted vendors

They see Mercury, Ramp, Brex, Gusto, Rippling, Intercom, PostHog, Notion, and 120+ more — each with negotiated discounts, often $10K–$100K+ in lifetime savings per company.

3

You see what they're choosing — before they tell you

Every click and redemption attempt is logged. Your dashboard shows which clients are evaluating which tools, so you can lead the QBR conversation instead of being surprised by it.

Sample portal
What your clients see when they log in
Notion
Mercury
Up to $1,000 cash bonus + free wires
Banking
Notion
Ramp
$500 credit + 90 days white-glove
AP / Expense
Notion
Gusto
3 months free + waived setup
Payroll
Notion
Intercom
$5K credit + 12 months on Pro
Support
Notion
PostHog
12 months free Teams plan
Analytics
What's in it for your firm

Three reasons accounting firms join GetProven.

It's not just about adding a perks portal. It's about the strategic position that comes with one.

Become the recommendation layer

Your clients constantly ask which tools to use. Today you shrug. Tomorrow you point them at a curated, branded portal — and stay positioned as the trusted advisor across software, not just bookkeeping.

  • Branded portal at perks.yourfirm.com
  • Vendor mix tuned to your client base
  • Your logo, your colours, your story

See client intent before they tell you

Every redemption attempt is a signal. Get the dashboard that shows which clients are evaluating which tools — before they switch on you. Lead the QBR. Catch contract renewals. Stop being blindsided.

  • Per-client redemption activity feed
  • Category trends across your book
  • Early-warning on vendor switches

Save your clients real money

The vendor offers — Mercury, Ramp, Gusto, Intercom — are negotiated rates not available off the street. Typical client saves $10K–$100K+ in their first year. That value compounds directly into your relationship.

  • Negotiated vendor offers, not off-the-shelf
  • Track total savings delivered, per client
  • Show ROI in every QBR
WHAT YOUR FIRM SEES

Every redemption logged. Every saving tracked.
Per client.

Your firm dashboard shows exactly which of your clients are evaluating which vendors, what they’re saving, and what they’re considering switching to. Lead the QBR. Catch the renewal. Stop guessing what tools your book is buying.

Your Firm — admin view
perks.yourfirm.com
YTD · Last 30 days ▾
ACTIVE CLIENTS ON PORTAL
87
VENDOR PROFILES BROWSED
124
OFFERS REDEEMED (YTD)
19
EST. CLIENT SAVINGS (YTD)
up to
$24,180
Recent client redemptions
Last 7 days · client names anonymized for this demo
ClientVendorOfferEst. valueWhen
Acme Co.
NotionMercury
$1,000 cash bonus + free wires$1,0002h ago
Nova Labs
NotionRamp
$500 platform credit + 90-day setup$500Yesterday
Vector Bio
NotionGusto
3 months free payroll + setup waived$1,2002 days ago
Helix HR
NotionIntercom
$5K credit + 12 months on Pro$5,0003 days ago
Lumen Health
NotionPostHog
12 months free Teams plan$3,6005 days ago
Cascade Studios
NotionNotion
6 months free on Plus$720Last week
Drift Analytics
NotionAnthropic
$500 in Claude API credits$500Last week
Privacy & data: In your actual dashboard you see real client names, contact info, and full activity history. We’ve anonymized this demo. Vendors never see client identity unless a client explicitly redeems an offer with them, and we never sell client lists.
Already running on GetProven

Three of the most respected names in startup accounting already do this.

Burkland, Ravix Group, and Streamlined — collectively serving 1,000+ venture-backed startups and SMBs — use GetProven as their vendor benefits layer today.

B
Burkland
800+ startup clients · Est. 2004 · San Francisco

“Our clients ask us about tools constantly. Having a curated answer — branded for our firm — has been an obvious value-add. And our team uses the redemption signal to lead better strategic conversations.”

800+
Active client base
$4.4B
Client funding in 2025
R
Ravix Group
Fractional CFO & accounting · Silicon Valley

“We bring strategic finance to growth-stage companies. Adding a vendor benefits layer to that relationship was a natural extension — the platform handles the operational lift, we keep the client relationship.”

300+
Growth-stage clients
3 days
To go live
S
Streamlined
Modern accounting for venture-backed startups

“It’s a positioning tool more than anything. We talk about our vendor partner network in every sales call. It signals we’re a modern firm, not a back-office function — and our clients save real money in the process.”

200+
Startup clients
Tier 1
VC-backed portfolios
Your firm doesn’t need to be venture-backed-startup focused. We work with SMB-focused practices, fractional CFO firms, regional CPA firms, and accounting alliance networks — anywhere clients are picking software you’d like a stake in.
THE VENDOR NETWORK

128 vendors. Pre-vetted, pre-negotiated.

Your clients get access to the same network that powers vendor portals at a16z, NEA, JPMorgan, HSBC, Wells Fargo, and Enterprise Ireland. A small sample below.

NotionMercury
NotionRamp
NotionBrex
NotionGusto
NotionRippling
NotionIntercom
NotionPostHog
NotionNotion
NotionAWS
NotionAnthropic
NotionOpenAI
NotionVercel
NotionSegment
NotionZendesk
NotionSalesforce
NotionHubSpot

+ 112 more across banking, AP/expense, payroll, HR, legal, insurance, support, analytics, infrastructure, marketing, and AI. New vendors added weekly.

PRICING

Free to start. Pure upside.

The Free tier is funded by our vendor partners — not your firm. Vendors pay GetProven to be on the platform and reach your clients. Most firms start free; the Pro tier adds intent data, custom branding, and analytics for firms making this a strategic pillar.

FREE TIER · Vendor-funded
$0
per month, forever · your firm pays nothing

Get a branded portal up in 3 days. Vendor partners on the platform pay GetProven to reach your clients — that's how we keep this free for your firm.

  • Branded subdomain portal (perks.yourfirm.com)
  • Full vendor catalogue (128+ vendors)
  • Client login & redemption tracking
  • Track total client savings delivered
  • Email support
Start free
MOST FIRMS UPGRADE
PRO TIER
$500
per month · billed annually

For firms ready to make vendor recommendations a strategic pillar. Full intent data, custom branding, dedicated support.

  • Everything in Free, plus:
  • Custom domain (perks.yourfirm.com or your own)
  • Full client-level intent dashboard
  • Redemption-attempt & category analytics
  • Quarterly insight reports for QBRs
  • Vendor mix curation tuned to your book
  • White-glove onboarding & CSM
  • Priority vendor introductions for your clients
Book a Pro demo
Accountant networks & alliances: If you're a member firm of BDO Alliance, CPAmerica, Allinial Global, PrimeGlobal, or similar — talk to us about network-level deployment. One agreement covers all member firms with shared analytics and vendor mix.
Common questions

Questions accounting firms ask us.

Will this conflict with the vendors we already recommend?

No. The vendor mix is curated for your client base, and you can request specific vendors or hide ones you don’t want featured. The catalogue includes most major SMB tools — Mercury, Ramp, Brex, Gusto, Rippling — so chances are your existing recommendations are already on it.

If we don’t pay, what’s GetProven’s business model?

Vendors pay us to be on the platform. That’s how it works for a16z, JPMorgan, NEA, HSBC, and the other 200+ organizations we power. Your firm gets the platform free because access to your client base is what vendors value most. The Pro tier is optional.

Do our clients see this is powered by GetProven?

On Free tier: a small “Powered by GetProven” footer. On Pro tier: fully white-labeled — your brand only. Burkland and Streamlined are both on white-labeled deployments.

How does this work for SMB-focused firms vs. venture-backed startup firms?

We tune the vendor mix to your client base during onboarding. SMB firms get a heavier weighting toward payroll/HR/AP/banking/insurance vendors. Startup firms get more dev tools, analytics, and growth tools.

Do we need to integrate anything? Will our team have to do work?

No integration required. We stand up the portal, you share the link with your clients. End-to-end setup is typically 1–2 hours of your time and 3 days of ours.

What happens to client data?

Client-level redemption data is visible only to your firm. We do not sell client lists to vendors. We do not share client identities with vendors unless the client opts in to a specific redemption.

Can we cancel?

Anytime, on Free or Pro. Pro is annual but we’ll prorate refunds. Your portal goes offline; vendors and clients remain on the broader GetProven network.

Your clients are already asking which tools to use. Have an answer ready.

20 minutes is enough to know whether this fits your firm. We’ll show you Burkland’s live deployment, walk through the vendor catalogue, and model what client savings could look like for your book.

Book a 20-min call →Email Phil directly

No deck, no demo theatre — just a real conversation about whether this works for your firm.