Help Your Clients Grow. Earn Recurring Revenue.
Partner with Automate to offer Square-powered payment processing and AI business automation to your clients. Strengthen your client relationships, unlock new recurring revenue, and let us handle onboarding and support.
Who It's For
If you have trusted relationships with businesses, you're perfectly positioned to partner with Automate.
Marketing Agencies
Add payments and automation to your service stack.
Business Consultants
Recommend tools that drive real client results.
Accountants & Bookkeepers
Help clients reduce costs while earning revenue.
Fractional CFOs
Provide strategic technology recommendations.
MSPs
Bundle Automate into your managed services.
Business Coaches
Give clients a growth platform and build income.
Referral Partners
Connect your network with tools they need.
How It Works
A simple four-step process to start building recurring revenue.
Join the Program
Create your partner account and get access to referral tools and resources.
Refer Your Clients
Share your partner link with businesses who need payments and automation.
Earn on Active Clients
You'll receive an affiliate dashboard to share your partner link and track commissions.
Everyone Wins
You earn recurring revenue while your clients receive better technology.
Why Partner With AutomateWithUs
We don't just hand you a referral link. We help you provide more value to your clients while creating recurring revenue.
Earn Recurring Revenue
Build a lasting income stream from every active referral. As your clients grow, your earnings grow.
Expand Your Service Offering
Add payment processing and business automation to your portfolio without building or maintaining anything yourself.
Full-Service Onboarding
We handle implementation, setup, and training for every client you refer. Your clients get a premium experience.
Dedicated Support
Ongoing support means your clients are always taken care of. You look good, they stay happy.
AI-Powered CRM Platform
Give clients cutting-edge automation—AI lead follow-up, marketing workflows, and unified communications.
Trusted Square Payments
Recommend a payment processor your clients already know and trust. Square handles the payments, we handle the rest.
No Payment Expertise Required
You don't need to understand interchange rates or compliance. You refer—we handle the complexity.
We Handle Implementation
From initial setup to full launch, our team manages the entire process so you can focus on relationships.
Build income that grows with your network.
Unlike one-time referral fees, Automate partners earn recurring revenue on active accounts. As you refer more clients and they grow their usage, your monthly earnings grow too.
- Recurring monthly commissions on active referrals
- Transparent attribution and reporting through your partner portal
- No cap on referrals—earn from as many clients as you refer
- Commissions tracked and reported monthly
Commission and residual claims are not guaranteed. Earnings depend on active referrals and applicable program terms. See our Terms of Service for full details.
Partner Reporting
Active Referrals
10
Monthly Earnings
$1,240
Sample data shown for illustration. Actual earnings vary.
Why Clients Trust Automate
Your reputation is on the line. Here's why you can confidently recommend us.
Square-Powered Payments
Clients get trusted, reliable payment processing backed by Square's infrastructure.
AI-Powered Automation
Cutting-edge AI handles lead follow-up, scheduling, and customer communication.
Full-Service Onboarding
We handle everything from setup to training. Your clients get a premium experience.
Dedicated Support
Ongoing support ensures your clients are always taken care of, protecting your relationship.
Complete Platform
CRM, marketing, websites, scheduling, and payments—all in one connected system.
Partner-First Model
We treat every referral as a long-term relationship, not a one-time transaction.
Frequently Asked Questions
Everything you need to know about the partner program.
Become a Partner
Fill out the application below and our team will be in touch to discuss your partnership goals.
Start Building Recurring Revenue Today.
Join businesses across multiple industries who are helping clients grow while creating an additional recurring income stream.