Founding Partner Pilot — Only 3 firms · Applications close 31 July

Turn selected reporting clients into higher-value advisory relationships with minimal operational lift.

Cleriqa's early-access partner pilot is for firms that want to protect compliance margins, cut review and rework, and add a white-labelled cash advisory layer under their own brand. Cleriqa runs the analysis, prepares the output, and handles platform-based client activation — your firm adds more value without changing the team.

Book your kick-off call

50%

Rev share · 2 yrs

30%

Rev share thereafter

2 yrs

Free QA-layer access

~1 hr

Team time / client

What you get

The founding partner package

01 — REVENUE UPSIDE

50% of subscription revenue for 2 years

Launch a white-labelled advisory layer under your brand. Earn 50% of subscription revenue for 2 years, then 30% thereafter.

02 — MARGIN PROTECTION

2 years free QA-layer access

Cleriqa catches misclassifications, updates the shadow ledger, and sends exact correction proposals to cut review cycles and speed close.

03 — FOUNDING STATUS

Priority onboarding and feature influence

Receive priority onboarding, early feature influence, and first access to partner tooling at launch.

04 — PROTECTION

Partner-first contractual terms

You keep the client relationship. Pilot clients are protected by NDA, non-solicit, and non-circumvention terms.

What Cleriqa gets

Anonymized usage patterns

We use the pilot to pressure-test onboarding, mapping accuracy, and the review workflow before broad launch. Anonymized only — no client-identifiable data leaves the firm context.

Pilot timeline

How the pilot works

Week 1

Kick-off and protections

Confirm pilot scope. Sign NDA. Non-solicit / non-circumvention protection in place for selected pilot clients.

Week 2

Data handoff

Firm uploads CSVs, AR/AP ageing, and bank data for 3 selected pilot clients. No API integrations needed.

Weeks 3–4

Cleriqa runs the pilot

Cleriqa maps the data, detects issues, and prepares cash model, anomaly reports, and action outputs.

Week 5+

Branded client access live

Clients invited via branded email or WhatsApp. Cleriqa manages activation. Firm keeps the relationship and ownership.