For agencies, consultants and software partners who serve accountants, bookkeepers, advisers and brokers. We do the automation work under your name or alongside it; you keep the client relationship.
You sell the project and own the client. We scope, build and document the automation; your team presents it. Fixed prices per workflow, agreed before you quote.
You introduce a firm that needs automation; we handle it from the first call. You are kept informed and credited, and the firm stays yours for everything else.
Twenty years inside UK financial services. Your client never has to explain what a bordereau or a suitability report is.
Every workflow has an approval step and a one-page record of what it touches, so it passes your client's compliance review.
Documentation, reports and handover use your branding if you want them to. We are the engine, not the brand.
Intro call, 20 minutes, to agree scope and pricing.
Partner agreement: one page, fixed prices, confidentiality.
First project: you bring the client, we run the AI Audit together.
Build and handover, then the next one.
Not for us: agencies that want a generic chatbot vendor. We only build inside finance firms.
Only if you ask us to. Default is everything through you.
Yes. We agree a partner price per workflow; what you charge is yours.
We do not take two partners targeting the same firm. If there is a conflict we tell you before we start.
In the client's own accounts, under a DPA, UK or EU hosted. Same as every Teoq build.
Tell us about your clients and how you would like to work together. We reply within one working day.
Prefer a call first?
Book a 20-minute call