01
Advise
Consultants, fractional CFOs, and advisors
Give clients a trusted data foundation for the recommendations, models, and operating decisions you already help them make.
Partner with Permute
Turn client data problems into a stronger advisory practice.
Help clients connect fragmented systems, build trusted reporting, and operate from one unified financial layer. Advise, implement, resell, or refer, with partner economics that reward the value you create.
A better client outcome
Your expertise
Strategy, finance, operations, implementation
Permute
Connected financial intelligence layer
An empowered client
Trusted reportingAnswers from trusted dataRepeatable workflowsFaster decisions
Built for your business model
Choose how you want to create value.
Stay close to delivery, make the introduction, or build Permute into your own client offering.
02
Implement
Implementation specialists
Own source mapping, business logic, dashboards, and rollout. Permute gives you a platform for delivering repeatable client outcomes.
03
Refer or resell
Referral and reseller partners
Introduce Permute to a client or include it in your offering. We support referral fees and reseller models that reward the value you create.
Referral fees availableThe client benefit
Empower your clients with a unified financial layer.
Give clients trusted reporting, analytics, and AI while you focus on higher-value advisory, implementation, and strategic work.
One connected foundation
ERP, CRM, finance, spreadsheets, and operating systems work together without replacing the client stack.
Reporting that stays current
Recurring dashboards and reports run from reviewed logic instead of being rebuilt by hand each month.
Answers without an analyst queue
Client teams can explore performance and ask questions against the same trusted business context.
A system your advice can compound on
Your definitions, models, and implementation work become a durable operating layer for the client.
Grow your practice
Spend less time rebuilding. Create more client value.
Solve larger client problems without building data infrastructure from scratch
Turn custom spreadsheet work into a repeatable delivery model
Stay focused on high-value advisory and implementation work
Expand from one painful workflow into a broader client relationship
How it works
Start with one client and one painful workflow.
Bring one client problem
Start with the report, reconciliation, or analysis the client is tired of rebuilding.
Choose the partner model
Refer the opportunity, resell Permute, or stay involved as the implementation specialist.
Connect and configure
We work with you to map the systems, definitions, controls, and first production workflow.
Expand the partnership
The client gains a durable financial layer that compounds your advisory and implementation work, creating room to expand.
Build with Permute
Become a Permute partner today.
We will help you choose the right referral, reseller, or implementation model and map the first client workflow.