For accountants
Finance, built into your practice.
Your clients already come to you for the big decisions — equipment, vehicles, growth. Connect adds finance capability to your practice, under your existing client relationship, without becoming a finance broker.
FY-end conversation, March 2026
You’re reviewing a transport client’s books. They’ve cleared a strong year, the prime mover is ageing, and you mention finance might be worth looking at before 30 June.
A second introduction from the same book
A civil client across the hall is fitting out a new yard. One mention, one form, and a fresh deal lands in your portal — a separate introduction, a separate fee.
Why it works
You already advise on this.
Equipment finance comes up in every commercial review and every tax-planning conversation. With Connect, your client gets a specialist — introduced by you, under your relationship.
Industry mapping
Filter your client book by industry and asset cycle. We’ll help you segment for a tax-time EDM — only the clients who actually buy equipment, in their industry’s language.
Tax-cycle campaigns
Tax-time and EOFY cycles drive a predictable spike in equipment purchases. We pre-write the EDM for each cycle, you approve and send — and the deals come through tagged to you.
Advisory upsell
Finance referrals are an entry point to a broader advisory conversation — succession, structure, fleet planning. Connect gives you a reason to call without selling a product yourself.
A book that keeps introducing
Your client base is a renewable source of new introductions. Different clients buy equipment in different quarters, so across the book there’s always a fresh deal worth flagging — each one a standalone referral.
What you don’t have to do
No licence. No paperwork. No new workload.
You’re adding capability, not workload — nothing to license, register, or train for. You make the introduction; we run the finance end to end, and you earn on every deal that settles.
The agreement is one page. Plain English. One signature.
A real conversation
What the introduction looks like.
You don’t need a script — but if you want one, this is roughly the shape of it.
“Quick note before EOFY — if you’re looking at a new vehicle, fitout or piece of plant before 30 June, we’ve partnered with a specialist equipment finance desk who can give you a same-day answer on what’s possible. Reply to this email or hit the link below and they’ll get in touch directly.”
↳ Goes to your commercial clients, under your firm’s name, at the time of year they’re already thinking about it.
“By the way — saw the truck’s getting on. If you’re thinking of replacing it, we’ve got a finance partner now. Same conversation we’ve always had, just with a specialist on the other end. Want me to flick them your details?”
↳ Spoken in passing, between the BAS and the depreciation schedule. This is the conversation the whole thing is built around.
A realistic ramp
Your first 90 days as an accountant partner.
This is roughly what the first quarter looks like for a partner with ~150 commercial clients in their book. Numbers vary, but the rhythm doesn’t.
- Days 1–5 · Onboarding
Tools built, portal live, agreement signed
Co-branded finance page on your domain, calculator wired to your client industries, first EDM template drafted. Your portal is live with your referral link and QR code.
- Weeks 2–3 · First send
Tax-time campaign to your commercial list
We pre-write the EDM, you approve it, it sends. It comes from your firm to clients who already know you, which is the entire advantage over a cold list. Every reply lands in your portal.
- Weeks 3–8 · First settlements
First deals close, first fees paid
Equipment finance settles fast — commonly 5–7 business days from the first call, in my experience writing them. Each one shows in your portal from enquiry through to settled.
- Weeks 6–12 · Second campaign
Quarterly send + in-meeting conversations
A second segmented EDM (different campaign theme — plant cycle, EOFY, asset refresh) plus the conversations you’re having organically. By week 10, send 1’s deals are settling while send 2’s enquiries land.
- Day 90 · Quarterly review
Your partner team and you, on the phone
Half-hour call. What worked, what to change, which client segments responded, which campaign themes to test next. By the second review the shape of the partnership has settled and you’re working from your own numbers.
What your portal shows you
Built for an accountant’s workflow.
The views are calibrated to how accountants think — by client, by financial year, by industry segment.
Client view
Every introduction tied to a client record. Where a client has more than one settled deal, you see each deal listed against the one client — clean attribution, deal by deal.
Active-segment prompts
When a client segment hits its buying window — transport at FY-end, plant before EOFY — the portal flags it, so you know which part of the book is worth a fresh introduction.
Year-over-year earnings
Quarterly and FY-aligned reporting on settled referral fees, so you can see how the channel is tracking period to period and read it against your own numbers.
Campaign performance by segment
Filter your past EDMs by client segment, asset class, send date. See open rates, enquiry rates, settlement rates per campaign — so you can replicate what works and skip what doesn’t.
One conversation per client.
That’s the whole effort. The rest is a book full of businesses that buy equipment — and a fresh introduction worth flagging whenever one of them does.