Stronger client outcomes
Recommend Tap to Pay, mobile check deposit, and on-site card payments during operating reviews or finance projects, when clients already trust your judgment.
Invite-only partner program
iWallet for advisory and consulting partners.
The field payments product built for contractor clients, and the referral program that rewards your practice when they activate. Fractional CFOs and operating advisors recommend iWallet during finance and systems engagements, track every referral from one portal, and unlock tier benefits as introductions scale.
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For fractional CFOs, operating consultants, and advisory practices serving home service contractors.
- Partner rewards for every qualified activation
- Referral links for each client or engagement
- Bronze, Silver, and Gold tier benefits as referrals grow
Why partner with iWallet?
Add field payments to the advice you already give.
Fractional CFOs and operating advisors shape how contractor clients collect revenue and run field operations. Refer iWallet when the moment is right and earn partner credit as those introductions convert.
More advisory surface area
Payment modernization opens natural follow-on conversations about cash flow and field operations while your practice earns per-activation rewards.
Portfolio-wide tracking
Whether you advise five clients or fifty, one dashboard shows activations, tier progress, and lifetime referral totals.
No extra sales motion
Share a referral link during work you are already doing. No payments product to implement, support, or sell separately.
Built for contractor trades
Field payments for HVAC, plumbing, landscaping, pool services, and the home service businesses your clients run.
Automatic attribution
Every activation credits your practice, with referral codes by engagement, vertical, or client segment.
How it works
Three steps, one minute.
Apply to the program, get referral codes for your practice, and recommend iWallet during the advisory work you already deliver.
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Apply to the partner program
Schedule a call, get approved, and receive referral codes for your client segments or engagements.
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Recommend iWallet in context
Share your link when you advise on payments, cash flow, or field operations.
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Get credit when they go live
A client counts as an active referral once they sign up through your link and process their first payment.
Refer iWallet from your advisory practice.
Invite-only access for fractional CFOs and operating consultants. Schedule a call to get referral codes and your partner dashboard.
Schedule a call