How to work with accountants to grow your payments app
By SendPay Business · · 2 min read
Small business owners often ask their accountant or bookkeeper which tools to use. One accountant who trusts your payments app can introduce you to dozens of businesses.
Make their job easier
Accountants care about clean records. Show them how your app helps:
- Clear statements that are easy to download.
- Every fee shown on each payment.
- Payments matched to invoices so nothing goes missing.
Start local
Visit a few local accountants and bookkeepers, explain who your app is for and ask what their clients struggle with when getting paid.
Give them what they need
A one-page guide they can hand to clients and a named person to call with questions go a long way.
Keep them informed
Tell them about changes before their clients notice. An accountant who is never surprised keeps recommending you.
Build it
Create your own financial platform.
Pick a template, name it, brand it, preview every page before you pay. Your brand, your users, your fees.
Build my platform →Questions people ask
How do I work with other businesses?
The partnerships guide covers teaming up with local businesses.
Partner with local businesses →Can I call it a bank?
In most countries "bank" is a protected word you can only use with a banking licence. Call it an account, a wallet, an app or a platform. The accounts and payments behind a SendPay Business platform are powered by licensed partners.
Is there a step-by-step plan I can follow?
Yes. The free launch checklist takes you from picking your people and naming your app to setting fees, going live and winning your first ten customers.
Digital bank app launch checklist →How do I start?
Pick a template, name it and preview every page before you pay. Your platform can be live on your own domain within 24 hours of confirmation.
Build my platform →Read next
This guide is general information, not legal or financial advice. SendPay Business is a technology company, not a bank, and does not take deposits; regulated services on the platforms are provided by licensed partners. PayPal, Patreon and Substack are named as reference points only and are not affiliated with SendPay Business.