See the full picture
Bring client activity, cash flow, invoices and finance health into a single, shared view.
Become a partner
CherryMoney Partner Programme
Grow your practice.
Power their ambition.
Join a partner programme built for ambitious UK accountants and bookkeepers — with smarter tools, shared client insights and support that grows with you.
✓ Free to join ✓ No long-term commitment
CM Partner HubLive
Practice overview
Good morning, Willow & Co.
CLIENTS128↑ 12 this month
HEALTHY BOOKS91%↑ 4.2%
Needs attention6 clients
AC
Atlas Coffee LtdVAT return due in 6 days
Review →NS
Northstar Studio3 invoices overdue
Review →↗
£24.8kclient cash flow protected
Built for practices that want to move forward
Oneconnected client view
100%cloud based
Realhuman support
Better together
Your expertise.
Our technology.
More momentum.
CherryMoney brings client finance, invoicing and forward-looking signals into one clear workspace — so you can spend less time assembling the picture and more time improving it.
See how the programme works →Move sooner
Surface exceptions and next-best actions before deadlines or cash pressure become urgent.
Scale your impact
Use consistent workflows, smarter reports and AI-guided prompts across your portfolio.
A programme that grows with you
Start supported.
Keep moving up.
Every CherryMoney partner gets the essentials. As your client portfolio grows, your practice unlocks deeper enablement, visibility and commercial support.
Member Growth Premier
PARTNER BENEFITWhat's included
MemberGrowthPremierPartner practice workspace✓✓✓
Guided onboarding and learning✓✓✓
Portfolio health overview✓✓✓
Priority partner support—✓✓
Directory profile and referrals—✓✓
Joint campaigns and events——✓
Strategic success planning——✓
Partner level is reviewed with your CherryMoney partner contact and reflects active client adoption and engagement.
Your partner workspace
Work with every client from one calm view.
Turn the day's scattered signals into a focused action list for your team and clients.
- ✓Portfolio at a glanceSort clients by urgency, opportunity or upcoming obligation.
- ✓Clear client collaborationShare a current view without spreadsheet versions or long email chains.
- ✓AI-assisted next stepsTranslate financial signals into useful, reviewable actions.
PORTFOLIO
Client health
84Overall score
Healthy portfolio+6 points this month
72On track
8Review
3Action now
AI
CHERRY INSIGHT5 clients could improve cash runway this week.
→“
Great advice starts with a clear view. CherryMoney helps partners turn everyday financial data into confident conversations and practical next steps.
Built for modern advisory relationships
Your partner journey
From first conversation to shared growth.
Join
Tell us about your practice, your clients and the service you want to grow.
Get enabled
Set up your practice workspace and complete a focused onboarding path.
Bring clients
Invite suitable clients and create one connected view for collaboration.
Grow together
Build adoption, unlock new partner benefits and plan the next stage.
Good to know
Your questions,
answered.
Who is the partner programme for?+
It is designed for UK accountants, bookkeepers, fractional finance teams and advisory practices that support small businesses.
Does it cost anything to join?+
There is no programme joining fee. Product subscriptions and any commercial arrangements are confirmed during onboarding.
How do partner levels work?+
Levels reflect active client adoption and programme engagement. Your partner contact will review progress with you and explain the benefits available at each stage.
What support will my team receive?+
All partners receive guided onboarding and learning resources. Higher programme levels add priority support and strategic enablement.
Can I refer a business without managing its account?+
Yes. The best route depends on how you work with that business, so the partnerships team will help shape the right arrangement.
Ready when you are
Let's grow better
businesses, together.
Join the CherryMoney Partner Programme and give your practice a clearer way to support every client.