Get rewarded for referring

Being a Finance Box client comes with a lot of perks. We're fun-loving, we like wearing capes and we're always happy to help you.

At Finance Box, we want to support your business in any way we can. Aside from our awesome accounting services, we know the most tangible way to support your business is by doing so financially. That's why our referral scheme makes it easy to earn credit simply by sharing!

In return for a referral, we'll credit you back with 100% of their first months retainer (excluding software). This is the least we can do as a thank-you.

Refer a Friend to FinanceBox

Is there anything we should know?

Know someone who could benefit from Finance Box? Simply share their details with us, and we’ll reach out to them directly—mentioning that you referred them!

We’ll introduce ourselves, explain how we can help, and make sure they feel comfortable before proceeding. To keep things smooth, please give them a quick heads-up so they know to expect our call or email.

Fill in the form, and we’ll take care of the rest!

    The fine print:

  • Referral scheme is only available to existing Finance Box customers. (Not a Finance Box customer yet? Drop us a message)

  • The referral credit applies to retained monthly fees only.

  • It is based on the first invoice issued to the referred client.

  • One-off fees and software recharges are excluded.

  • The credit is applied once the new client has paid their first invoice.

  • It is a credit toward the existing customer’s invoices and is not redeemable for cash.

  • Referrals must be for genuine new clients – subsidiaries of the referring customer are not eligible.

Our referral scheme turns your contacts into cash!

All you have to do is send them our way. Depending on how many people you know, you could earn back enough to pay your own fees and have a free finance department.

Want to make the introduction?

Time is precious, so we've made things easier for you with an email template, click the button below, add your name and your friends email address and it's ready to go!

Generate email template