Partner program
Turn your financial voice into a money manager your audience actually uses.
ProsperBot helps financial creators turn templates, frameworks, or coaching methods into a branded, bank-connected money manager with AI guidance—so audiences stick and revenue grows.
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.
Before vs. after
If you’ve built a great method—and watched engagement drop after the first interaction—this is the shift.
Before ProsperBot
- ✓One-time downloads or sessions with no retention
- ✓Audiences who don’t revisit their plan
- ✓Repeating the same guidance over and over
After ProsperBot
- ✓Bank-connected living systems
- ✓Weekly guidance from your branded AI
- ✓Higher retention + recurring revenue potential
What you’re building
A living money management system built on your method and your brand.
Templates, frameworks, or coaching flows become the foundation—ProsperBot turns your voice into a system your audience returns to week after week.
Your method + ProsperBot = living system
We build on your templates, frameworks, or coaching flow—so users return, follow through, and get outcomes.
AI coach in your voice
A branded, conversational interface that guides users through your method using real sheet + bank data.
Bank → Sheet
Daily transactions + balances synced into backend sheets that act like a data layer.
Ready to build this with your audience?
Apply and we’ll review fit, your method, and your first workflow.
You focus on what you care about… we handle the rest.
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
- ✓Plaid + AI + email ops (the messy stack you don’t want to rebuild)
- ✓Onboarding friction + bank-connection issues
- ✓Customer support + troubleshooting
- ✓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
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.
Example (for illustration only)
You currently sell a $49 template. With ProsperBot, you launch a $9/mo subscription for ongoing guidance. At 500 subscribers, that’s $4,500/mo in recurring revenue—plus higher engagement than a one-time download.
This is an example scenario, not a promise of results.
Want to talk economics for your audience?
Apply and we’ll map a pricing model that fits your method and funnel.
Launch timeline
Fast setup. Launch timing depends on how customized you want it.
- Day 1YouShare your template + method + example outcomes.ProsperBotMap template → data layer, configure your coach persona.
- Day 2–7YouReview the flow, approve voice + prompts, pick pricing.ProsperBotPolish workflow, build emails, QA with your niche scenarios.
- LaunchYouOne demo + a few posts + one email to your list.ProsperBotOperate the platform, handle onboarding + support, ship iteration from usage.
Who this is for
Creators with an audience + a clear method who want to move from one-time sales to ongoing support.
Common partner personas
- ✓Spreadsheet sellers (Etsy, Gumroad) who want retention
- ✓Financial coaches who want scalable guidance
- ✓Newsletter / YouTube / TikTok educators who want a “money system” offer
You’re a great fit if your audience wants ongoing actionable guidance—not another file.
Great fit if…
- ✓You already sell templates, frameworks, or coaching
- ✓You want a subscription that delivers weekly value
- ✓You want your “voice” inside the product (AI coach)
- ✓You want leverage without losing your voice
- ✓You want to avoid rebuilding a messy stack of tools
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
FAQ
Quick answers to the questions creators ask before applying.
What happens after I apply?
We review fit, then schedule a short call to map your method (and any template/framework), your workflow, and a launch plan. If it’s a fit, we move into setup.
Is this white-labeled?
The AI coach is branded to you (name, voice, tone). ProsperBot is the underlying platform powering the experience.
How does billing work?
You set pricing. ProsperBot handles platform billing and revenue share, aligned to your volume and structure.
What do I need to provide?
Your method, example outcomes, and your preferred tone/voice for the coach. If you already have a template or framework, we build on it.
Where can I learn about data flow and security?
See the product overview for the end-to-end flow.
Ready to partner?
Apply and we’ll review fit + pricing + your first workflow.