Partner Resource Center
Empowering Partners to Grow and Succeed

Marketing tools, training resources, and strategic insights built to optimize your sales efforts and grow your book. ISOs, agents, and gateways: every merchant on your book gets worth more here.

Partner Resource Center · Financial Institutions
Give Businesses Another Reason to Bank With You

Everything your institution needs to bring A/R automation to your business customers: enrollment, training, and the collateral to talk about commercial deposits, payments penetration, and ACH adoption.

Partner Resource Center · Franchises
Biller Genie for Your Brand

Rollout and training materials for bringing consistent, branded A/R automation to every location in your network.

Partner Resource Center · Accounting Firms
The A/R Platform Built for Accounting Firms

Client-facing decks, training, and advisory-service positioning: manage A/R automation for every client on QuickBooks or Xero from one portal.

Your Merchant IDYour Business CustomerYour LocationsYour Clients
Biller Genie
Biller Genie
QuickBooks
Marketing Assets

These merchant-facing resources are designed to be shared and make explaining Biller Genie easy!Share these with your business customers to show what A/R automation does for them, and what it keeps at your institution.Share these across your network to show every location what A/R automation looks like day to day.Share these with your clients to show how A/R automation works inside the books they already keep.

Partner Documents

Download training materials and resources to help you succeedTraining materials for your commercial bankers and their business customersTraining materials for your corporate team and your franchiseesTraining materials for your team and client-facing decks for your practice

Sales Training

4 Steps to Selling QuickBooks Merchants4 Steps to Enrolling QuickBooks Businesses (bank-channel collateral is on the way; this walkthrough covers the same referral motion)4 Steps to Enrolling QuickBooks Locations (franchise collateral is on the way; this walkthrough covers the same enrollment motion)4 Steps to Enrolling QuickBooks Clients (firm collateral is on the way; this walkthrough covers the same enrollment motion)

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