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Earn a handsome finders fee by referring a client to CPiO


Work in partnership with CPiO Alliance and Sage

As a trusted advisor to your clients, you’ll have a unique insight into their needs. If you have a client or a prospect that you think would benefit from working with CPiO, why not make a referral via our CPiO Alliance Programme and we’ll pay you a very competitive finders fee when they become a CPiO client.

Partner with CPiO



You’ll have clients who need help in moving to the next level of financial management software. 




You’ll be working with clients who need help to select and implement a new system.


Complementary software

You’ll already support clients who may be looking for integration into a new financial management system.

Here's how it works

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Submit the Alliance form to register your initial interest, giving us a little more information about your organisation.


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A member of our team will reach out to discuss a specific referral interest or talk through the programme more generally.

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You make an introduction to the referring organisation.


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You can select to be referral only or to remain in the ongoing conversations.
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We’ll reach out to your contact to complete a discovery call.
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If the referral contact organisation opts to work with CPiO, we’ll pay your organisation up to 10% of the year one software and support revenue *

Refer with confidence: Our top 3 picks


Want to talk something through with our team?

Reach out to our Customer Manager who can talk you through this referral programme and answer any questions you may have.