AccessEXL partner program

Help customers put trusted Excel models to work

Refer organisations to AccessEXL, deliver valuable implementation services and earn commission when those customers subscribe.

Apply to become a partner
  1. 1Identify valuable models
  2. 2Introduce AccessEXL
  3. 3Deliver implementation
  4. 4Earn commission
  5. 5Expand the solution

Who should become an AccessEXL partner?

The program is designed for advisers and solution builders who can identify valuable Excel models, introduce AccessEXL and, where appropriate, help customers implement the resulting solution. Hover a profile for more detail.

Excel and financial-modelling specialists

Turn the models you already build into governed, reusable tools your clients keep relying on long after the engagement ends.

  • Workbook redesign for API readiness
  • Ongoing model governance
  • Training client teams on the connected model

Microsoft consultants and MVPs

Extend existing SharePoint or Power Platform engagements with a genuinely new capability, without learning a new platform.

  • SharePoint/Graph permission setup
  • Power Automate and Power Apps integrations
  • Microsoft 365 governance advice

AI and automation consultants

Give your AI and automation builds access to trusted, audited calculation logic instead of reimplementing it.

  • Agent capability design
  • Zapier, Make.com and n8n workflow builds
  • Prompt and access-scope design

Application developers

Ship a working calculation engine on day one instead of rebuilding business logic in code.

  • Custom web apps and dashboards
  • API integration work
  • Ongoing application maintenance

Fractional CFOs and finance-transformation advisers

Bring your clients' existing finance models into daily use across their business, not just your own analysis.

  • Model governance and controls
  • Board and reporting workflow design
  • Staff training on the connected model

A partner model that rewards the introduction and the delivery

20%first-year commission
12 monthsof eligible subscription revenue
Quarterlycommission calculation
RefundedAccessEXL subscription fees after one qualifying customer

Keep the revenue from the consulting services you deliver

Partners can earn referral commission while providing their own implementation, automation, application-development and ongoing support services around AccessEXL.

Refer at least one new customer who begins a paid AccessEXL subscription and makes their first payment during the quarter, and we will refund your AccessEXL account fees for that quarter.

Illustrative consulting opportunity

Help clients turn spreadsheet expertise into AI-native services

AI-native services make AI a core part of how work is delivered. Many organisations have valuable business logic spread across hundreds of spreadsheets, and partners can help identify the right models, prepare them for controlled access and build useful AI workflows around them.

  1. 1

    Make approved models discoverable

    Identify valuable workbooks, define their inputs and outputs, document their purpose and configure access for authorised users and agents.

  2. 2

    Build services around selected models

    Connect those models to workflows that gather information, perform calculations and prepare results for review. Start with one valuable use case, then expand as the client gains confidence.

Example project

Start with one model, then let the client choose what comes next

A large organisation has hundreds of spreadsheets supporting pricing, budgeting and project evaluation. Begin with a fixed-fee proof of concept using one suitable model. Demonstrate an AI-native service in the client's environment, confirm the access controls and validate the results. The client can then choose whether to extend the approach to more models, teams and services.

Potential partner engagements include model assessment, configuration, workflow development, staff training and ongoing support.

Explore implementation services

Services partners can provide

Build a consulting practice around preparing, connecting and governing the customer's trusted models.

More Ideas About Implementation Services

How the partner program works

  1. 1Apply
  2. 2Become approved
  3. 3Identify an opportunity
  4. 4Refer and implement
  5. 5Earn commission

Partner terms

  • 20% commission on an attributed customer's subscription revenue.
  • Commission applies to the customer's first 12 months only.
  • Commission is calculated on subscription revenue after applicable tax. Usage charges are excluded.
  • Commission is calculated quarterly using actual billing from the previous quarter.
  • Referral attribution applies for 90 days from the referral link being used.
  • Commission is only paid out once your accrued, unpaid balance reaches the minimum payment amount (currently $100), paid quarterly via Wise once that threshold is met.
  • Refunds, credits, failed payments or cancellations are reflected in the relevant quarter.
  • The account-fee refund requires the customer to begin a paid subscription and make their first payment during the quarter.
  • Partners must provide accurate application and referral information, including their legal name (if different from their trading name), business location and tax residency, which AccessEXL needs to make payments via Wise.
  • Declaring commission as income and paying tax on it in the partner's own country is the partner's responsibility, except for any amount AccessEXL is legally required to withhold. AccessEXL withholds 10% GST from commission paid to partners whose business is located in Australia.
  • Australian partners must provide a valid ABN. Without one, AccessEXL is required to withhold 47% of commission payments instead of the usual GST amount.
  • AccessEXL will issue a Recipient Created Tax Invoice (RCTI) for the commission paid to an Australian partner each quarter, and the partner will not issue their own tax invoice for that commission. This applies only while the partner is registered for GST; a partner must notify AccessEXL promptly if they cease to be registered for GST or if their ABN or GST-registration status changes, and AccessEXL will notify the partner if it ceases to be registered for GST. By applying, an Australian partner confirms the ABN and GST-registration status they provide is correct and current.
  • A partner cannot make representations on behalf of AccessEXL or Access Analytic unless authorised in writing.

Commission example

If eligible subscription revenue recorded for a quarter is A$1,000 after applicable tax and excluding usage charges, the partner commission for that quarter is A$200.

Apply to become a partner

Applications are reviewed manually. Applying does not create a partner relationship until AccessEXL confirms approval.

Fields marked are required.

We collect this to pay commission internationally via Wise and to meet our own tax obligations (for example, GST withheld from payments to Australian partners). See the partner terms below for details.

Approval notices, your referral link and payout reports go here instead of your own email above, if you'd rather they go to a shared address (e.g. a team inbox).