Referral partners

Bring Finexio the AP payment problems worth solving.

Introduce qualified businesses that need managed payment delivery, supplier enablement, fraud controls, and payment visibility without rebuilding their approval process.

Permission comes first.

Start with your own information and a high-level description. Do not submit a referral contact's personal information unless they have authorized you to share it with Finexio.

How it works

A clear path from introduction to review.

Referral eligibility and any commercial terms are confirmed by Finexio in writing after the opportunity is reviewed. Submission alone does not establish eligibility or compensation.

Identify a fit

Look for finance teams carrying manual checks, supplier-payment exceptions, limited status visibility, or a need to modernize AP payment delivery.

Register the opportunity

Tell Finexio who you are and why the opportunity may fit. Share another person's contact details only when you have permission to do so.

Confirm the path

The partnerships team reviews fit, ownership, eligibility, and the right next conversation before any referral terms are confirmed.

Referral intake

Start with the opportunity, not sensitive contact data.

Use the details field to describe the company, AP-payment challenge, approximate fit, and whether you have permission to make an introduction.

Your relationship to the prospective customer
The payment or supplier problem they are trying to solve
Estimated AP spend or payment volume, if known
Whether the prospect authorized the introduction

Referral intake uses this form only so the required authorization is captured with the opportunity. The generic alternate form is intentionally unavailable here.

If secure verification remains unavailable, you can contact partnerships without submitting opportunity details here.