Does MoneyGence replace my accounting software or CA services?

No. MoneyGence is a finance operating system for business visibility and workflow. It does not replace the CA's professional advice, statutory responsibilities or audit function.

Will MoneyGence approach my client directly?

MoneyGence contacts the client for the demonstration, onboarding and product support connected to the referral. The client relationship and professional advisory role remain with you.

When is a referral counted?

The referral must be recorded through your partner link or accepted direct introduction before the client subscribes. Duplicate, existing and previously active opportunities are not eligible.

Can my own CA firm use MoneyGence?

Yes, subject to product fit and the applicable commercial plan. A purchase by your own firm is not treated as a referral unless MoneyGence approves it separately.

Who controls client data and access?

The client controls its account and authorises access. Permissions should follow the product's role and access controls and the applicable privacy terms.

Can I refer clients on other plans?

You may introduce them, but the ₹10,000 incentive currently applies only to the eligible ₹9,999 per month plan unless MoneyGence confirms another offer in writing.

Is there a joining fee or minimum commitment?

No joining fee and no minimum number of referrals are proposed for the standard CA Partner Programme.

CA PARTNER PROGRAMME

Help your clients run
better finances.
Get rewarded for
bringing them to MoneyGence.

Q: How much can I earn?

You earn ₹10,000 for each approved eligible client who activates the ₹9,999 per month plan and completes the qualifying period. There is no stated earnings cap unless specified in the programme terms.

Give your clients better visibility over revenue, receivables, invoices, GST and cash flow while you remain their trusted financial advisor.

₹10,000 for every eligible client

Become a MoneyGence CA Partner Book a Partner Walkthrough

No joining fee Client-granted access Dedicated partner support

*Illustrative preview: sample data, not a live account

Last 30 days ▾

Good morning, CA Partner! 👋

Here's your client portfolio overview

Total Clients12

Active Clients10 ▲ 20%

Pending Actions3

Client Overview

Total Revenue₹96,42,000▲ 12%

Collected₹68,78,000▲ 18%

Outstanding₹23,64,000▼ 8%

Top Clients by Revenue Client Health

Acme Private

Healthy

Globex Pvt Ltd

At Risk

Nexus Solutions

Critical

Pixel Perfect

Needs Attention

Real product. Real insights.

Built for growing businesses Designed for founder-led companies with recurring invoices and receivables

CA stays the trusted advisor MoneyGence never positions itself as your client's CA or auditor

Dedicated demonstration and onboarding MoneyGence runs the product conversation and setup for your client

Transparent referral tracking and payouts Clear attribution, eligibility rules and payout timing, no guesswork

Why partner with MoneyGence

Create more value for every client relationship

As a CA Partner, you get access to a powerful platform that helps your clients manage their finances better, and gives you more reasons to stay involved.

Better financial information

Real-time visibility into revenue, receivables, GST and cash flow, all in one place.

Revenue Receivables Cash Flow

Financial Overview

Revenue↑ 12%

Receivables↓ 8%

GST—

Cash Flow↑ 15%

Stronger client relationships

Be the go-to advisor for business finances, not just taxes and compliance.

GMoneyGence

Client

₹

₹10,000

Additional income stream

Earn ₹10,000 for every eligible client and get bonuses for higher volumes.

Transparent tracking
and payouts

Know your referrals & payouts at every stage.

Referral submitted12 Mar

Client activated18 Mar

Qualifying periodIn progress

Payout₹10,000

Real value for your clients

Your introductions can create measurable value

Help your clients achieve better financial visibility, control and growth. Here's what they gain with MoneyGence.

MetricValue

Better cash flow₹10,000

Improved collections₹60,000

Higher profitability₹1,00,000

Reduced manual work₹2,50,000

Long-term growth₹5,00,000

Total potential impact per client ₹9,20,000

*Indicative values. Actual impact may vary based on client size, industry and usage.

₹

Your reward Your success helps your clients. And you get rewarded. Every client you refer who activates MoneyGence earns you ₹10,000, with bonuses for higher volumes. View full terms

What MoneyGence helps your clients control

One operating view of business finances

MoneyGence helps growing businesses organise the information and workflows that sit between sales, collections, finance and management.

Revenue visibilitySee what the business has billed and how revenue is moving.

Revenue↑ 12%

ReceivablesTrack outstanding amounts, follow-ups and collection priorities.

Outstanding₹2,40,000

< 30 days₹1,20,000

> 30 days₹80,000

InvoicesKeep invoice information organised and easier to review.

Invoice reminders

#MG-1042Sent

#MG-1043Due

Payment reminderActive

GST-ready exportsPrepare cleaner information for review and downstream compliance work.

GST

Reconciliation exceptionsIdentify items that need attention instead of searching across files.

4Needs review

Payment verification

Invoice pending

Client approval

Reconciliation exception

Cash-flow visibilityUnderstand expected inflows, obligations and near-term pressure points.

+18%

Management visibilityGive owners a clearer view without waiting for another spreadsheet.

Total overview

₹12,40,000Total revenue

Role clarity

You remain the advisor. MoneyGence becomes the system.

MoneyGence is not designed to replace the CA. It gives businesses a better finance operating layer so the CA and client can work with more organised information, fewer repeated follow-ups and clearer priorities.

Client progress

Onboarding

Data collection

Review

Complete

CA or CA firm Advises, reviews and guides. Owns the professional relationship.

MoneyGence

Dashboard

Receivables

Invoices

Reports

Settings

Total receivables₹4,20,000↑ 12%

Cash Flow +18%

Receivables

Payables

Invoices

MoneyGence

Organises finance workflows and visibility. Handles product onboarding and support.

Business overview

Revenue₹12,50,000↑ 8%

Expenses₹6,20,000↑ 5%

Net profit₹6,30,000↑ 12%

View details →

Client Runs the business with better control. Authorises access and controls its data.

Your relationship. Your advice. Your client. MoneyGence provides the operating layer, it does not position itself as the client's CA, auditor or tax advisor.

How the programme works

Five steps from introduction to payout

Join the programme, introduce a suitable client, we handle the onboarding and setup, the client activates, and you receive ₹10,000 according to the payout cycle and applicable tax requirements.

CA PartnerVerified

Join the programme

Referral linkmoneygence.com/ref/CA123

Invite your client

Introduce a suitable client

Use your referral link or make a direct introduction. The referral must be recorded before the client subscribes.

MoneyGence

Dashboard

Receivables

Invoices

Reports

Settings

Total receivables₹4,20,000↑ 12%

Onboarding

Receivables

Payables

Invoices

We demonstrate and onboard

MoneyGence handles the product conversation, setup and product support.

Client ActivatedSubscription active

₹9,999 / monthMonthly Plan

The client activates

The eligible client subscribes to the ₹9,999 per month plan and completes the qualifying period.

Payout Approved

₹10,000

Partner incentive

Next payout: 5th of the cycle

You receive ₹10,000

The approved incentive is processed according to the programme payout cycle and applicable tax requirements.

Client fit

Which Clients Should You Refer

A strong fit for growing businesses that need financial control

Invoices12 pending

Multiple clients

MoneyGence

Dashboard

Receivables

Invoices

Reports

Settings

Total receivables₹4,20,000↑ 12%

Receivables₹4,20,000

↑12%

68% Collection
progress

Monthly finance reviewEvery 1st week

Who is the right fit?

Businesses managing invoices and receivables across multiple clients or teams.

Founder-led companies that depend on spreadsheets for finance visibility.

Companies where management repeatedly asks finance for revenue, collection or cash updates.

Businesses with delayed collections, fragmented follow-ups or unclear outstanding amounts.

Companies ready to adopt a structured monthly finance operating process.

Good
Fit

Not the right fit

Dormant entities,

clients seeking only statutory filing,

businesses unwilling to maintain operating data,

or existing MoneyGence customers do not qualify as referrals.

The programme is intended for clients who can benefit from structured finance visibility and operating processes.

Product proof

See the operating view
your clients use

From revenue and receivables to invoices and cash flow, your clients get one always-current operating view of their business, and you get visibility into how they're doing.

Real product screens Real workflows Real clarity

MoneyGence

Dashboard

Receivables

Invoices

Reports

Settings

Total Receivables₹4,20,000↑ 12%

Cash Flow₹2,80,000↑ 18%

Receivables₹4,20,000

Payables₹1,90,000

Invoices₹3,50,000

Recent Activity

Customer	Invoice No.	Amount	Status	Due Date
ABC Solutions	INV-00123	₹1,20,000	Paid	12 Apr
Zenith Traders	INV-00124	₹85,000	Pending	18 Apr
Global Infra	INV-00125	₹2,40,000	Overdue	10 Apr

Business Overview

Revenue₹12,40,000↑ 12%

Expenses₹7,80,000↑ 8%

Net Profit₹4,60,000↑ 16%

Receivables / Collections

Total Receivables₹4,20,000↑ 12%

Overdue Amount₹1,10,000↑ 6%

72%

Collected₹3,10,000

0–3072%

31–6018%

61–906%

>904%

Invoice / Exception Management

Invoice No.	Customer	Status	Action
INV-00122	Alpha Corp	Paid	View
INV-00124	Zenith Traders	Pending	Remind
INV-00125	Global Infra	Overdue	Follow up
INV-00126	Vertex Pvt Ltd	Hold	Review

Built for real finance operations

Business visibility•Receivables•Invoices•Exceptions•Cash flow

Programme terms

Clear rules. Transparent attribution.

A straightforward summary of eligibility, attribution, incentive and payout conditions. Full programme terms apply.

View Full CA Partner Programme Terms

MoneyGence

CA Partner Programme

Incentive Terms

Eligibility Incentive & Payout Attribution Compliance

Partner Growth

₹10,000per referral

Eligibility

Eligible referralA new MoneyGence customer introduced by an approved CA Partner and recorded as a valid referral before the customer subscribes.

Eligible planThe ₹9,999 per month MoneyGence plan, unless another plan is specifically approved in writing.

Successful registrationThe referred customer completes onboarding, makes the required payment and remains active through the applicable qualifying period.

Partner Incentive

₹10,000

per approved eligible customer referral.

Qualifying period(to be finalized)

Payout cycle(to be finalized)

Attribution & Exclusions

Referral attributionAttribution is given to the first valid referral recorded before the customer subscribes.

Refund / cancellationNo incentive is payable if payment is reversed, refunded, disputed or cancelled during the qualifying period.

Self-referralSelf-referrals are not eligible unless expressly approved under a separate MoneyGence programme.

Compliance

Tax treatmentSubject to applicable tax and documentation requirements.

Partner conductPartners must not make unapproved claims about MoneyGence, including product capabilities, pricing, returns, compliance or performance.

Programme changesMoneyGence may modify the programme prospectively by written notice. Incentives already approved will remain subject to the applicable programme terms.

These terms are a summary for convenience. The full CA Partner Programme Terms govern eligibility, attribution and payouts.

Frequently asked questions

Questions before you become a CA Partner.

Clear answers about eligibility, referrals, the incentive and payouts.

How do I apply to become a CA partner?

Click "Become a MoneyGence CA Partner," complete the short application (about two minutes) and verify your email. Our partner team reviews and follows up after verification.

Can I refer existing clients?

You may introduce them, but only a new MoneyGence customer recorded before subscription qualifies as an eligible referral. Existing MoneyGence customers do not qualify.

Will I get updates on my referrals?

Yes. You'll be able to see referral status, attribution and payout progress at every stage.

What is the ₹10,000 plan?

₹10,000 is the incentive you earn for each approved eligible client who activates the ₹9,999 per month MoneyGence plan and completes the qualifying period.

Is there a minimum number of clients I need to refer?

No. There is no joining fee and no minimum referral commitment.

Do I need to be an Active MoneyGence user?

No. You identify and introduce suitable clients. MoneyGence handles the product demonstration, setup and support.

When will I receive the incentive?

After the client completes the qualifying period and the referral is approved, payout is processed in the next applicable cycle, subject to documentation and tax deductions.

When can I contact for support?

Our dedicated partner support team is available on business days. Reach out via the partner application confirmation email once you've applied.

CA Partner Programme

Help your clients build
better finance operations.

Join the MoneyGence CA Partner Programme. Introduce suitable businesses, strengthen the value you bring to your clients, and earn ₹10,000 for every approved eligible referral.

Become a MoneyGence CA Partner Book a Partner Walkthrough

No joining fee Dedicated partner support Transparent referral attribution

Earn

₹10,000

per approved
eligible referral.

More clients
More value

Grow your client base Introduce suitable businesses and create more opportunities.

Earn rewards ₹10,000 for every approved eligible referral.

Get dedicated support Partner success team and ongoing assistance.

Help your clients runbetter finances.Get rewarded forbringing them to MoneyGence.

Create more value for every client relationship

Better financial information

Stronger client relationships

Additional income stream

Transparent trackingand payouts

Your introductions can create measurable value

One operating view of business finances

You remain the advisor. MoneyGence becomes the system.

Five steps from introduction to payout

Which Clients Should You Refer

See the operating viewyour clients use

Clear rules. Transparent attribution.

Questions before you become a CA Partner.

Help your clients buildbetter finance operations.

Become a MoneyGence CA Partner

Your CA Partner application has been received

Book a Partner Walkthrough

Help your clients run
better finances.
Get rewarded for
bringing them to MoneyGence.

Transparent tracking
and payouts

See the operating view
your clients use

Help your clients build
better finance operations.