PARTNER WITH CREDI
Limited to the first 200 accounts
What is Credi Partner?
Credi Partner delivers client loan management via today’s finance professional.
Credi Partner is used by accountants, bookkeepers and financial planners. It includes client, entity and loan management. This enables finance professionals to enhance the service they provide to their clients in a smart and cost effective manner.
Easily create and manage formal loan agreements with Credi Partner.
Basic loan between two (2) entities – One borrower and One Lender (joint borrowers/lenders to be added soon)
Loans made by private companies to their shareholders. Simplify your management of these loans
Loans secured by an asset other than real property (e.g. company assets, motor vehicles, boats etc.)
The Fine Print
EligibilityCredi Partner is currently only available to Australian based businesses within the financial services industry.Credi Partner will be expanding in to other countries and other industries. Register your interest here to learn more about the Credi Partner roadmap.
Credi Partner is offering a AU$5,000 account credit, which can be applied against client loan agreements built using Credi Partner. This offer is limited to the first 200 registered Credi Partner accounts, and limited to this promotion only.
Free account credit is valid for a period of 120 days from date of account activation. Requests for extension of complimentary credit is at the sole discretion of Credi Pty Ltd and must be received via email to firstname.lastname@example.org before the expiry of the complimentary credit term.
Invoicing & PaymentsPayment for Credi Partner is via direct deposit. When you commence billing clients within Credi Partner, you will need to add bank details for the direct deposit to be withdrawn from. Any account credits will be applied against your invoice prior to direct deposit.Credi reserves the right to suspend an account if the balance remains outstanding for more than 30 days.