For accountants, bookkeepers and advisors
Your client needs working capital. Introduce them in two minutes.
You know which clients are short on cash flow before anyone else does. Send them to Workable Funding: we review the file, work with your client in writing, and pay you $500 when their first file funds, plus $500 more at three funded files within 90 days.
Which partner are you?
ISO or broker
You sell and manage the file. Commission is set per file, up to 12 points on eligible deals, confirmed in writing.
ISO partner program →Accountant, bookkeeper or advisor
Your clients ask about working capital. Introduce them and we handle the rest, in writing.
You're on this page ✓Anyone who knows a business owner
No agreement. $500 when their first file funds, plus $500 more at three funded files within 90 days.
Refer a business →What your clients can use it for
Payroll and operations
Cover payroll or bills while receivables catch up.
Inventory and equipment
Buy stock or equipment ahead of a busy season.
Contracts and growth
Start a new contract, open a location or fund marketing.
No restrictions on use
Funds go to the business account and can be used for any business purpose.
How it works
- 1
Reach out in writing
Register or email hello@workablefunding.com. Every partner conversation stays in writing.
- 2
Submit the file
A signed application and the last three months of business bank statements, through the secure upload.
- 3
Get updates by email
An offer, the exact items still needed, or a plain reason it doesn't fit. Funding usually takes 48–72 hours after approval.
- 4
Get paid
Commission or referral bonus is paid under your signed agreement or the referral program terms.
Advisor questions
Can accountants and bookkeepers earn a referral fee for business funding?
Yes. Workable Funding pays $500 when a referred business's first file funds, plus $500 more if that business funds three files within 90 days. No agreement or signup is needed to refer a client.
What kind of clients is this for?
US and Canadian businesses with steady bank deposits that need working capital, typically $10,000 to $2 million, for payroll, inventory, equipment, marketing, a contract or a seasonal gap.
Will you contact my client directly?
Only after you confirm your client agreed to be contacted. We then work with them in writing and never charge an application fee. No hard credit inquiry is made to review a file.
How fast does funding happen?
Funding usually takes 48 to 72 hours after approval. Complete files get a written answer the same business day.
I refer often. Is there a bigger program?
Advisors who manage files themselves can register as ISO partners and earn commission set per file, up to 12 points on eligible deals, confirmed in writing on each deal and not guaranteed.
Related: Referral partner program · ISO partner program · Answers · Funding answers
Questions? Email the desk.
Everything is handled in writing: hello@workablefunding.com.