1. Identify the need
You introduce clients that need help with payments, payroll, HR, processor fit, or specialty merchant review.
Partner program
Help your business clients clean up payments, payroll, and HR — and participate in the value created.
Konectd works with accounting firms, financial advisors, banks, and trusted business advisors that want clients supported beyond the referral. We step in as the operating partner for payments, payroll, HR, and specialty merchant review.
Referral compensation, revenue share, or other partner economics are subject to applicable law, firm policy, eligibility, client consent where required, and written agreement.
Your clients already ask you about things you should not have to solve alone.
Payment fees. Payroll issues. Provider switches. HR workflows. Specialty processing. Bank questions. Reporting problems. When they need help, you need a partner that protects the client relationship and knows how to execute.
Accounting firmsFinancial advisorsBanksLendersBenefits advisorsConsultants
How we partner
Simple handoff. Clear client experience. Professional follow-through.
2. We run the review
Konectd reviews the business, explains the options, and helps determine the right path without creating more vendor noise.
3. We coordinate rollout
If there is a fit, we help move the client through setup, migration, documentation, and ongoing business coordination.
Economic alignment
A partnership should be valuable for the client and the referral source.
We cannot and will not call this a kickback. The right structure is a compliant referral or partner arrangement that is documented, transparent where required, and appropriate for the partner type.
Referral compensation
Eligible partners may receive a referral fee or equivalent compensation when a referred client becomes a qualified Konectd client.
Revenue-share opportunities
For certain services, qualified partners may participate in recurring economics where permitted and documented.
Client-first guardrails
Partner economics never replace client fit. We only move forward when the service makes sense for the business.
Compliance note: Referral arrangements are subject to applicable law, professional standards, bank or advisory firm policies, client disclosures where required, and written partner agreements. We do not pay for prohibited referrals, mortgage settlement-service referrals, or unearned fees.
Where partners bring us in
Use Konectd when a client needs practical operating help, not another platform demo.
Payments
Processing review, fee leakage, deposit confusion, chargebacks, reporting, POS or online payment fit, and merchant services cleanup.
Payroll & HR
Payroll migration, tax filing, onboarding, HRIS, timekeeping, employee records, benefits coordination, and workforce process support.
Specialty review
Complex, regulated, emerging, documentation-heavy, or harder-to-place payment needs reviewed privately and case by case.
Built to protect the relationship you already have.
Your client should feel taken care of — not handed off. We can keep you informed at the appropriate level, coordinate with your team, and preserve the trust you have already built.
For accounting firms
Cleaner payroll, deposits, reporting, GL coordination, and fewer client fire drills around back-office systems.
For banks
Business clients get help with payment infrastructure, merchant services, payroll, and operating needs that deepen the relationship.
For advisors
Clients get a practical partner for the operational issues that impact cash flow, employees, and business readiness.
Want a partner path that makes sense?
Let’s define the referral fit, client handoff, compensation structure, compliance guardrails, and first few client opportunities.