Referral program

Give a month. Get a month.

Refer another CFO to TreasuryFlow. When they subscribe, they get their first month free. You get $399 off your next month. No caps, no cap-table math.

Get your referral link → How it works

How it works

Sign in to your TreasuryFlow account and copy your referral link. Portal → Avatar → Refer a CFO. Every customer gets a unique share URL — we generate it automatically.

Share it with a CFO you think TreasuryFlow could help. LinkedIn DM, email, Slack in a finance group — whichever fits. They see TreasuryFlow with your name behind it.

They sign up through your link and subscribe. Their first month is free. Standard $399/mo pricing kicks in month two if they stay.

You get $399 credit applied to your next invoice. One referral = one free month. Refer twelve people who subscribe, get twelve months free. No caps.

Why this beats a points-based affiliate

Straight math. No tiers. No ceiling.

1 successful referral = 1 free month for you + 1 free month for them. Most referral programs cap at 5–10% commission. Ours is 100% of a month's subscription on both sides.

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No cap on how many months you can earn. Every CFO you refer who subscribes adds another free month. We'd rather reward real word-of-mouth than gate it.

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Credit applied automatically — no invoice chasing. When the referred CFO's first paid invoice clears, your credit applies to your next invoice. If your subscription is already prepaid, we stack it forward.

FAQ

The small print, in plain English.

Do I need to be a paying customer to refer someone?

You need an account to generate a referral link. You don't have to be paid yet — trialing accounts can share a link too. But the credit only applies to paid invoices, so you'll need to be on a paid plan by the time your referral subscribes for the credit to land somewhere.

What happens if my referral cancels after getting their free month?

You still keep the month of credit. We only mark a referral as successful once their first paid invoice clears — so if they cancel during their free month, no credit is generated for either side. If they pay for one month and then cancel, everyone keeps their month.

Can I refer myself at a different company?

No — we check bank account ownership via Plaid to make sure referred subscribers are genuinely separate businesses. Self-referrals are void. Honest referrals are gold.

Is there a cash payout option instead of credit?

Not today. Credit-only is cleaner to administer and makes TreasuryFlow stickier for you. If you refer more people than you use in subscription months, credit rolls forward indefinitely.

Can my accountant refer customers on my behalf?

Yes. Share your referral link with your controller, fractional CFO, or outside accountant — credit flows to whoever owns the TreasuryFlow account. If you're an accountant wanting to set up a dedicated partner program, email michael@pantollventures.com and we'll work something out.

Rules of the road: Credit applies only to successful paid conversions (first invoice paid). Self-referrals, referrals from accounts sharing the same bank connection, and referrals from accounts with suspicious sign-up patterns are void. TreasuryFlow reserves the right to adjust or end the program at any time — existing credits are honored. Have a question about a specific scenario? Email michael@pantollventures.com.

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