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For Bookkeepers & Advisors

Recommend quoting software your trade clients use

FlowSpec turns a voice memo into a priced draft quote in your client's Xero org, with correct item codes, GST, and account codes from the start. You get cleaner data in Xero. They get quotes out in 30 seconds. And you earn ongoing revenue for every referral.

First 10 partners lock the top commission rate for life.

Quotes arrive in Xero structured and priced

FlowSpec sits between the site visit and the Xero draft. Here is how it works for your trade clients.

1

The tradie records a voice memo on site

They describe the job the way they would to an apprentice: "85 square metres of Colorbond roofing, 6 cubic metres of 25 MPa concrete, 16 hours labour for Matt Brennan at 14 Banksia Drive." Takes about 30 seconds.

2

FlowSpec prices it from their own Xero items

Every line is matched to their Xero catalogue at their own sell prices. GST is applied per item. The client contact is matched or created in Xero from the name and address in the memo. Account codes carry through.

3

A structured draft lands in Xero

The quote appears in their Xero account as a real draft quote. Correct line items, quantities, unit prices, tax types, and account codes. The tradie reviews, adjusts if needed, and sends to their customer straight from Xero.

Clean Xero data from the quoting stage forward

When quotes start structured, everything downstream improves.

Correctly coded line items

Every quote line pulls from the client's own Xero item catalogue. Item codes, descriptions, and account codes are set at the point of quoting, so the data you work with is consistent from day one.

GST handled at quoting time

Tax types are applied per line item as the quote is built, using the rates already configured in Xero. The quote arrives with GST correctly calculated, which flows through to BAS reporting.

Consistent pricing

Quotes use the client's own Xero sell prices. When they update an item in Xero, FlowSpec picks up the change. You see the same numbers the client quoted, at their actual margins.

Structured from the start

Quotes arrive as real Xero drafts with quantities, unit prices, and line-item detail, ready for your workflow the moment they land.

The short version: FlowSpec makes your trade clients' Xero data look like it was entered by someone who reads your reconciliation reports. Because the quote is built from their own Xero catalogue, what arrives is already in your language.

Earn ongoing revenue for every referral

Recommend a tool you would recommend on data quality alone, and earn a commission for as long as each client stays active.

50% commission for 12 months

You earn 50% of each referred client's subscription revenue for their first 12 months. At $50 per month per quoting seat, that is $25 per client per month in your first year as a partner.

20% for life after that

After the first year, commission continues at 20% of each client's subscription for as long as they stay active. A client you refer today earns you revenue for years.

Your clients get 20% off their first 3 months

Every client you refer receives a partner code that gives them 20% off their first three months. It is a genuine saving that makes the recommendation easier to land.

Fully disclosed, paid monthly

Commission is paid monthly against your invoice. The arrangement is fully transparent: your clients can see exactly what the referral structure is. Clean and professional.

What partnering looks like in dollars

At $50 per month per quoting seat, here is what the commission adds up to.

5
Trade clients
$125/mo
Year 1 (50%)
Then $50/mo ongoing
10
Trade clients
$250/mo
Year 1 (50%)
Then $100/mo ongoing
20
Trade clients
$500/mo
Year 1 (50%)
Then $200/mo ongoing

First 10 partners lock the top rate for life. The 50%/20% commission structure is the founding partner rate. The first 10 bookkeepers and advisors who join the program keep this rate permanently, even if the program terms change later.

Everything you need to recommend FlowSpec

When you partner with FlowSpec, we set you up with:

Your own partner code

A unique code that tracks every referral and gives your clients 20% off their first three months.

Client intro email templates

Three ready-to-send emails written for your trade clients: the introduction, the post-demo follow-up, and the gentle nudge.

A live demo call

We walk you through a live quote on a real Xero org so you see exactly what your clients will experience. 20 minutes.

Monthly results email

Your referred clients' usage and your earnings, sent monthly. You see exactly how each client is going.

The program works best if you already advise tradies on Xero

If you are a bookkeeper, BAS agent, or Xero advisor who manages trade clients, you already know what quoting data looks like when it arrives. Lump sums, handwritten notes, or text messages with a number and a job description. You spend time turning that into something Xero can work with.

FlowSpec solves that at the source. The quote is built from the tradie's own Xero items, so what lands in their account is structured, correctly coded, and ready for your workflow. You recommend a tool that makes their quoting faster and your job easier at the same time.

FlowSpec works for electricians, plumbers, builders, carpenters, concreters, HVAC techs, painters, landscapers, roofers, tilers, fencers, plasterers, gasfitters, and solar installers. Any trade that quotes jobs from Xero. Browse the trade pages to see how each trade quotes by voice, or try the live demo to see it in action.

Partner FAQ

How does my client sign up through my code?

Your client visits flowspec.com.au, creates an account, connects their Xero org, and enters your partner code during signup. The code links them to your partner account and applies the 20% discount to their first three months. From there, they start quoting.

What if my client already has a FlowSpec account?

If a client signed up before receiving your code, reach out to us directly and we will link them to your partner account. The commission applies from the date of linking.

How many trade clients can I refer?

Every trade client you refer earns commission, and the program scales with your client base. Refer as many as you like.

Does FlowSpec work with other accounting software?

FlowSpec is built for Xero. It reads the client's Xero item catalogue, prices from their Xero sell prices, and drafts the quote as a real Xero quote. The Xero integration is the core of the product. Your clients will need a Xero subscription.

What does FlowSpec cost my clients?

Free trial: 5 quotes sent to Xero or 7 days (whichever comes first), full access. After that, $50 per month for the first quoting seat and $25 per month for each additional seat. Annual billing saves 20%. Full detail on the pricing page.

Is the partner arrangement disclosed to my clients?

Yes. Full transparency is built into the program. Your clients can see that a referral arrangement exists. This is by design: the recommendation is stronger when the relationship is open, and the product stands on its own merit.

Start earning from the quoting data you already care about

Book a 20-minute demo call with us. We will walk you through a live voice quote on a real Xero org, set up your partner code, and hand you everything you need to get started. The first 10 partners lock the top rate for life.

Talk to us

[email protected]