Who It's For
Built for trusted advisors
If you have clients who run QuickBooks and quote jobs manually, this conversation is easy.
QuickBooks ProAdvisors
You already talk to your clients about their financials. Setell fits directly into that conversation — it makes their QuickBooks more powerful and saves them hours every week.
Accountants & Bookkeepers
You see the inefficiency in your clients' books. Quotes that drag, cash cycles that stretch. Setell compresses both. Your clients get a better business, you get a growing commission.
Business Consultants
You help small businesses run better. Quoting is one of the most painful operational bottlenecks in trades and manufacturing. Setell is a fast win you can deliver in one conversation.
Commission Structure
More clients. Higher rates.
Monthly referrals grow with your book. Annual referrals always pay 50% — upfront.
Monthly billing — by volume
1–4 active clients
25%
5–9 active clients
30%
10–24 active clients
35%
25+ active clients
40%
Annual billing — flat rate
50%
Every annual referral, regardless of your volume tier. Paid upfront when your client pays.
Example: You refer a Pro client who pays annual upfront ($1,188/yr) — you earn $594 upfront, regardless of how many other clients you have.
Pay-as-paid
Commissions are paid when and how your client pays. Monthly clients = monthly payouts. Annual clients = upfront payout. We don't advance commissions and we don't pay on periods that are refunded.
The Math
Real money per referral
Based on first year of subscription. Annual pricing shown.
Business
$49/mo
$444/yr / year
Monthly — base (25%)
$147
Monthly — 25+ clients (40%)
$235
Annual — flat 50%
$222
Pro
$99/mo
$888/yr / year
Monthly — base (25%)
$297
Monthly — 25+ clients (40%)
$475
Annual — flat 50%
$444
Refer 10 Pro clients on annual and earn $4,440 upfront. Launch pricing — rates subject to change.
Client Benefits
What your clients get
You're not selling software — you're giving your clients hours back every week and helping them win more jobs.
Quotes in 30 seconds, not 30 minutes
AI reads their email requests and drafts professional quotes using their actual pricing history. If they can use email, they can use Setell.
Shorter cash cycle
Customer approves a quote, invoice lands in QuickBooks automatically. No re-entry, no delays. Cash in hand faster.
Win more jobs
The first business to quote usually wins. Your clients respond in minutes instead of days — beating competitors who are still opening spreadsheets.
Zero learning curve
Setup takes under 5 minutes. Connect Gmail, connect QuickBooks, done. No training, no onboarding calls, no implementation partner needed.
Cleaner books
Every quote ties directly to a QuickBooks invoice. No orphaned quotes, no missing revenue, no reconciliation headaches for you.
14-day free trial
Your clients try it risk-free. Most see value within the first quote. If it's not for them, they cancel before day 14 and pay nothing.
How It Works
Simple as it gets
1
Apply
Fill out a short form. We review and approve within 24 hours.
2
Get your link
You get a unique referral link and access to your partner dashboard.
3
Refer clients
Share with your QuickBooks clients who quote manually. Easy conversation.
4
Get paid when they pay
Commissions are paid as your clients pay — monthly payouts for monthly subscribers, upfront payout when a client pays annual. No waiting, no float.
Questions
Who is this program for?
QuickBooks ProAdvisors, accountants, bookkeepers, and business consultants who work with small business clients that quote manually.
How much can I earn?
Monthly clients: your rate starts at 25% and grows with your book — 30% at 5–9 clients, 35% at 10–24, 40% at 25+. Annual clients: a flat 50% on every referral that pays annual upfront, regardless of your volume tier. All rates apply to the first year of each client's subscription.
When do I get paid?
Pay-as-paid. If your client is on monthly billing, you get a monthly commission as long as they're subscribed. If your client pays annual upfront, you get your full commission upfront when they pay. We don't advance commissions — we pay when and how your client pays.
What counts as an 'active referral' for my volume tier?
Any referred client who is currently subscribed and in good standing. Clients who cancel or are refunded do not count toward your tier.
What happens if a client cancels?
Commissions stop when billing stops. For annual clients, no commission is paid on periods the client has been refunded for. This protects against fraud and keeps the program sustainable.
Is there a minimum to participate?
No minimum referrals required. There's no cost to join.
Do my clients need to mention my name?
No — your unique referral link tracks everything automatically.
How long does the cookie last?
90 days. If someone clicks your link and signs up within 90 days, you get the commission.
Apply Now
Ready to get started?
Fill out the form below. We review applications within 24 hours and send you your referral link + partner dashboard access.