The partner promise

We don't take your clients.

AI Finance Partners works behind your practice, under your name, and the Partner Agreement puts that in writing. While we work together and for 12 months after, we do not offer services to, or accept work from, any client we worked on through your practice unless you agree in writing.

Will theaifd approach our clients?

No. AI Finance Partners does not contact your clients unless you ask in writing for that job, and the Partner Agreement includes 12 months of non solicitation of every client worked on through your practice, during the agreement and after it ends.

What does the Partner Agreement commit both sides to?

The Partner Agreement commits both sides to five things. Your clients stay yours for the term and 12 months after. You do not go round us to the reviewers and suppliers we introduce, and we do not go round you. Neither side recruits the people who worked on the other's jobs for the same 12 months. Material errors on our side are corrected without charge. Either side may end the agreement on 30 days' notice.

Who owns the client relationship?

Your practice does. You set the price to your client, you decide what reaches them, and the work goes out under your name. theaifd never sends, files or posts anything for your client without your written request.

What happens if released work is wrong?

If you record that released work needed a material change because of an error on our side, AI Finance Partners corrects it without charge.

Who is behind theaifd?

theaifd is built and run by AI Finance Partners Ltd, company 17128529, a UK firm of Chartered Management Accountants regulated by CIMA. AI Finance Partners signs the Partner Agreement with your practice and stands behind every release.

Start with one client

Give your practice
its thinking time back.

A 15 minute call with Andrew Isaacs, managing partner. No presentation and no obligation. If it is not a fit, he will say so.

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