Partner program
Build a premium subscription on top of your finance templates.
ProsperBot adds bank sync + a branded AI coach inside Google Sheets—so your audience gets ongoing guidance, not just a file.
Google Sheets add-onPlaid bank syncBranded AI coachUS only
Prefer reading? Use the section nav below to jump to economics, launch, and what you control.
What you’re building
A bank-connected money management system inside Google Sheets—powered by your template, your workflows, and your brand.
Bank → Sheet
Daily transactions + balances synced into backend sheets that act like a data layer.
Template + workflow
Your formulas + guided steps create an outcome (plan, payoff path, scorecard).
AI coach in sidebar
Branded avatar + voice that answers from sheet data and guides users through your flow.
What you control vs. what ProsperBot handles
You control
- ✓Your template structure + formulas
- ✓Your workflow steps + prompts
- ✓Your AI persona (avatar + voice)
- ✓Your pricing + offer stack (plan fee, subscription, add-ons)
- ✓How you integrate 1:1 bookings and existing products
ProsperBot handles
- ✓Platform operations (Plaid + AI + emails)
- ✓Customer support + troubleshooting
- ✓Bank-connection issues and onboarding problems
- ✓Ongoing improvements based on usage and retention data
Monetization (recommended)
Simple, creator-friendly pricing: a one-time plan fee + a subscription for ongoing guidance.
Plan fee
Paid onboarding + initial plan outcome inside the sheet.
Subscription
Bank sync + weekly check-ins + ongoing coaching.
Add-ons
Optional workflows, upgrades, or 1:1 booking upsells.
Economics (high level)
ProsperBot keeps a platform base to cover variable costs (Plaid + AI + email + support), then shares revenue with partners.
We’ll align on the exact split based on your pricing and your customer volume. The goal is simple: you make money on day one, and the platform stays sustainable as usage grows.
Launch timeline
Fast setup. Launch timing depends on how customized you want it.
- Day 1Template + data layer mapped, coach persona configured.
- Day 2–7Workflow polish, email cadence, QA with your niche examples.
- LaunchOne demo + a few posts + one email to your list.
Who this is for
Creators with an audience + a clear method who want to move from one-time sales to ongoing support.
Great fit if…
- ✓You sell finance templates, courses, coaching, or content
- ✓You want a subscription that delivers weekly value
- ✓You want your “voice” inside the product (AI coach)
- ✓You want to avoid building an app
Not a fit if…
- ✓You want a generic budgeting app experience
- ✓You don’t have a niche or method yet
- ✓You don’t want to promote or launch to your audience
Ready to partner?
Apply and we’ll review fit + pricing + your first workflow.