Company · Partners
Partner with PTAS AI
System integrators, ERP and technology partners, referral partners. How we work together and how to start.
Why partner
Your client knowledge, our automation platform
Integrators and consultancies already know where their clients' finance and operations teams lose time: invoices retyped into the ERP, statements reconciled by hand, vendor documents checked one at a time. What they often lack is a product that can take that work away without a long custom build.
That is the gap PTAS AI fills. DocPro reads the documents, FinSuite runs the finance workflow, and the agentic AI platform lets us build the parts neither product covers. You bring the client, the process knowledge and the change management. Neither side has to pretend to be the other.
Partner types
Three ways firms work with us
Delivery
System integrators and consultancies
You run ERP, finance transformation or shared-services programmes. We bring DocPro, FinSuite and the agent platform. You keep the client relationship and lead the change.
Technology
ERP and technology partners
You build or implement the systems our agents post into. We work on the field mapping, the connection method and the testing, so the integration holds in production.
Referral
Referral partners
You advise finance or operations leaders and see the same manual queues we do. Introduce the client, and we take it from discovery, keeping you informed.
Who does what
A typical split, stage by stage
This is the most common shape. The actual split moves with what each partner is strongest at.
A partner engagement, split by stage
Writing the split down early is what stops a gap being discovered at go-live.
Scoping a client process
How deep the work goes decides who leads it
Configuration work suits a partner who knows the client's rules. Building new agents usually sits with us. Most engagements mix the two.
Three depths of work, checked in this order
DocPro and FinSuite set up with your fields, rules, approval bands and ERP mapping. The shortest route, and the first one we check.
A new document type, a custom agent, or a workflow that crosses three systems, assembled from parts the platform already has. Most custom work lands here.
A new product, a modernized application or a longer AI program. Engineered on the same platform, so review queues, the audit trail and integration come with it.
Most projects mix the three: a configured product, a couple of custom agents and one integration nobody has built before.
What to expect from us
How we behave in a joint engagement
The people who built it
Technical questions go straight to the engineers who designed the platform.
A written split
Responsibilities are agreed per engagement and written down before work starts.
Straight answers on fit
If a client process is a poor fit for automation, we say so early, before your reputation is attached to it.
A review after go-live
Each joint deployment ends with a review of what worked, what did not and what changes next time.
How to start
One conversation, one client process.
In our experience, a partnership with a live client process behind it gets somewhere much faster.
Talk about partnering-
01
Tell us who you are
Write to connect@ptasai.com with Partnerships in the subject: what your firm does and the clients you work with.
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02
Bring one opportunity
A real client process, if you have one. A partnership with a project behind it moves faster than one without.
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03
Agree how we work
The split, the commercial model and the contacts on each side, written down in a page or two.
FAQ
Questions partners ask
Do you have a formal partner programme?
We work with partners engagement by engagement, with the split and the commercials agreed in writing each time. We do not issue certifications or badges, and we do not list partners on this site without their agreement.
Who owns the client relationship?
In a partner-led engagement, the partner does. We agree up front how PTAS AI people are introduced, who runs status calls and who the client calls first when something needs attention.
Which ERPs do you integrate with?
SAP, Oracle and QuickBooks have their own integration pages, and REST APIs, webhooks and file exchange cover most other systems. Each page says whether the connection is native, API, file or custom.
Can partners white-label DocPro or FinSuite?
Ask us about your case. It depends on the deployment model, the support arrangement and who carries responsibility for the product in front of the client.
Who handles support after go-live?
Usually the partner takes first-line support and PTAS AI handles the products and releases. The split is part of the written agreement, so nobody finds out at the first incident.
Keep reading
Useful for partners
SAP Integration
What moves between SAP and PTAS AI, and how.
Read more →Oracle Integration
Field mapping and connection methods for Oracle.
Read more →Build with PTAS AI
Custom agents and workflows for client processes no product covers.
Read more →DocPro + FinSuite
The combined chain most finance engagements end up using.
Read more →Partner with PTAS AI
Bring us a client process
Tell us about your firm and one queue your client wants gone. We will tell you honestly whether it is a fit and how we would split the work.