Referring your Clients to Divvy

This page has some of the best advice we have for partners when referring new clients to Divvy—including how to refer new clients, which types of clients are the ideal Divvy customers, pitch decks, and email templates you can send to your clients.

  • Referring a Client to Divvy One-Pager

    Referring a Client to Divvy One-Pager

    Let’s dig in so you, and your clients, know what to expect when you refer a client to Divvy.

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  • How to Talk About Divvy with Your Clients

    How to Talk About Divvy with Your Clients

    Here are some of the biggest concerns we've heard from clients when they're considering switching to Divvy switching to Divvy—and how to respond to them.

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  • Referral Email Templates

    Referral Email Templates

    Here are some indicators to look for in your clients to help you identify which clients will see the most immediate benefit.

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  • Divvy Implementation Process One-Pager

    Divvy Implementation Process One-Pager

    This one-pager will give you a clear idea of what the implementation process looks like when your client gets started on the Divvy platform.

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  • Divvy Admin Onboarding Guide

    Divvy Admin Onboarding Guide

    Explore these guides to ensure your account is set up correctly, or if you need a refresher on features. We suggest going through them in order, but feel free to browse.

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  • Brand Assets

    Brand Assets

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  • [SECTION] What Clients Should Use Divvy?

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  • Ideal Divvy Customers

    Ideal Divvy Customers

    Here are some indicators to look for in your clients to help you identify which clients will see the most immediate benefit.

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  • A boost for your healthcare practitioner and medical group clients: How spend management can increase their cash flow

    A boost for your healthcare practitioner and medical group clients: How spend management can increase their cash flow

    Accounting firms can help medical groups and healthcare practitioners thrive by instituting best practices, benchmarks, technologies, advice, and more.

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  • How to Help Your Clients Control Spend and Maximize Cash-Back Rewards

    How to Help Your Clients Control Spend and Maximize Cash-Back Rewards

    With a spend management solution, ad agencies can enforce budgets while also adding cash-back rewards for spend like online advertising to their bottom line.

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  • Why You Should Introduce Your Nonprofit and Religious Institution Clients to the Next Generation of Expense Management

    Why You Should Introduce Your Nonprofit and Religious Institution Clients to the Next Generation of Expense Management

    Accounting firms can bring efficiency, valuable advice, and best practices to their nonprofit and religious institution clients, solving critical problems and helping to ensure others don’t arise.

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  • Why Spend Management is Tailor-Made for Your Technology Clients

    Why Spend Management is Tailor-Made for Your Technology Clients

    As hardware, software, and AI evolves, so does the demand for the products that harness them—making technology a formidable industry specialization for accounting firms.

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