Fintech marketing agency

Fintech marketing for products that live next to the ledger.

Payments, open banking, receivables and lending products all end up in the same place: the small business's books. That makes the firm that keeps those books the most trusted voice in the room. We're a fintech marketing agency that builds go-to-market around that voice, so your product arrives recommended rather than cold.

Proof, not promises

70+

brands grown in the accounting industry

Including launching ACSISS's open banking product into Australian accounting, leading Pinch Payments' go-to-market in Australia, and partnering with Adfin on the launch of its receivables and payments platform.

Sound familiar?

Where fintech marketing loses the accountant

Trust is the product

Moving money and touching bank data asks for more trust than most software. Ads and cold outbound don't create it; the people a business already trusts with its finances do.

The accountant is a gatekeeper you didn't plan for

Your customer asks their bookkeeper whether it's safe and whether it reconciles. If the firm has never heard of you, the answer is no.

The integration story is buried

How you sync with Xero or QuickBooks is the first question firms ask, and it's on page four of the deck.

The pitch is the technology

Open banking and embedded finance are powerful and confusing. Leading with the rails rather than the job they do makes the product harder to buy.

What we do

Fintech go-to-market through the accounting channel

We build the positioning, the partner routes and the demand programs that get firms recommending your product to the businesses they look after, and we run them alongside your team.

  1. 01

    Positioning for a trust category

    Messaging that explains what the product does for a firm and its clients, not how the plumbing works, and that holds up in front of a sceptical accountant.

  2. 02

    Accountant and bookkeeper partner programs

    Referral and reseller design, firm-facing enablement and the commercial logic that makes a practice put its name next to yours.

  3. 03

    Platform and marketplace strategy

    Xero and QuickBooks app marketplace listings, integration positioning and the co-marketing that follows a good listing.

  4. 04

    Professional bodies and events

    Introductions and programs with the bodies firms belong to, and a presence at Xerocon, Accountex and the shows where the channel gathers.

  5. 05

    Demand generation and launches

    Webinars, content, email and paid built around the compliance calendar, plus launch campaigns that give firms a reason to pay attention now.

Good questions

Fintech marketing agency, answered

What does a fintech marketing agency do?

It takes a financial product to market: positioning, messaging, demand generation, partnerships, events and launches, all written to earn trust in a category where people are careful with money. Our version focuses on the route most fintech agencies skip, which is the accountants and bookkeepers who advise the businesses you want to reach.

Why market a fintech product through accountants and bookkeepers?

Because small businesses ask their accountant before they change how they get paid, pay suppliers or share bank data. A firm that recommends you can bring many of its clients with it, and a firm that hasn't heard of you can quietly block the sale.

Do you handle compliance sign-off on marketing?

No. We write to be accurate and evidence-led, and we flag claims that need checking, but regulated marketing goes through your own compliance or legal review before it ships. We build that step into the plan rather than treating it as an afterthought.

Do you work with fintechs outside the accounting channel?

Only where accountants, bookkeepers or their platforms are part of how the product is bought or recommended. That is our specialism. If your route to market doesn't touch the accounting channel, a generalist fintech agency is a better fit.

Related reading

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