Accountant
Partner Program
Help your clients get more from their business data. Give your SMB clients a simpler way to understand their numbers — while spending less time answering routine data questions.
Vidata lets businesses connect their QuickBooks Online and Excel data, ask questions in plain English, and get clear answers in seconds.
Built for Accountants.
Designed for Your Clients.
Clients can connect their data and ask questions in plain English.
"How much cash did we generate last month?"
"What's our revenue growth year-over-year?"
"Which expenses increased the most this quarter?"
Why Partner with Vidata?
Give your clients a simpler way to understand their business data.
Deliver More Client Value
Give clients an easier way to explore their business data and understand what's happening in their business.
Reduce Routine Questions
Clients can get answers to everyday business questions themselves, giving you more time for advisory work.
Expand Advisory Conversations
Use insights to have deeper, more meaningful conversations that drive better business outcomes.
Bring AI-Powered Insights
Offer a modern AI-powered experience that works with the data your clients already use.
How the Partner Program Works
A simple five-step process to get started.
Partner with Vidata
Join the Vidata Accountant Partner Program.
Introduce Your Clients
Identify clients who can benefit from easier access to their business data.
Connect Their Data
Clients connect their QuickBooks Online or upload Excel data.
Ask Questions
Clients ask questions in plain English and get instant answers.
Deliver More Value
Spend less time answering routine questions and more time on advisory.
Built for Accounting Professionals
Designed around simplicity, security, and the needs of professionals serving SMB clients.
Secure & Private
Client data is encrypted in transit and at rest with enterprise-grade security.
Multi-client by Design
Vidata is being built to support accounting professionals working with multiple SMB businesses.
Easy to Use
No SQL. No complex reports. Just natural-language business questions.
Growing Together
We're building new capabilities based on feedback from accounting professionals.
Who Is This For?
- CPAs and Enrolled Agents
- Accounting and Bookkeeping Firms
- Fractional CFOs
- Business Advisors and Consultants
Ready to give your clients better answers?
Become a Vidata Partner and transform the way you work with your clients.