AI Financial Platform

Build Recurring Income with an AI Financial Platform: Agent and Exclusive Territory Director Opportunities

This opportunity gives commercially minded professionals the chance to build a recurring-revenue business around an AI-powered SaaS platform designed to help companies detect, correct and prevent financial leakage.

The platform connects with existing ERP, CRM, contract, timesheet, purchasing, invoicing and internal systems without replacing them. It recalculates what each contract should have earned, compares this with what was actually billed and provides CFOs with evidence of identified discrepancies.

Business owners focus on developing client relationships and closing business, while the technical team handles reporting, integration and platform delivery.

A Recurring-Revenue Business Model

Business owners are paid on every client licence, every month, creating the potential to build recurring income as the client base grows.

The supplied financial model indicates potential earnings of approximately $12,500 per month with eight clients and up to approximately $1.9 million per year with 100 clients at Territory Director level.

The business can be operated without inventory, dedicated premises or employees at Agent level, while Territory Directors have the opportunity to build their own sales teams.

The supplied market assessment identifies approximately 752,000 target companies across 10 markets, representing an estimated $130 billion annual licence opportunity.

Your Recurring Income

Territory Director – 25%

• 8 clients = $12,500 per month
• 25 clients = $39,063 per month
• 60 clients = $93,750 per month / $1,125,000 per year
• 100 clients = $156,250 per month / $1,875,000 per year

Agent – 20%

• 8 clients = $10,000 per month
• 25 clients = $31,250 per month
• 60 clients = $75,000 per month / $900,000 per year
• 100 clients = $125,000 per month / $1,500,000 per year

These figures represent the supplied business model and are not guaranteed earnings. Actual results will depend on client acquisition, retention and individual business performance.

Choose How You Build

Agent

The Agent model offers a lower initial entry point for individuals who want to develop clients personally.

• Initial investment: US$50,000
• Territory: assigned, non-exclusive activity zone
• Team structure: sell independently
• Growth path: opportunity to become a Territory Director within 12 months, with the US$50,000 initial investment fully credited towards that progression

Territory Director

The Territory Director model is designed for entrepreneurs seeking to build a larger operation within an exclusive market.

• Initial investment: from US$150,000
• Each territory is priced according to its potential, with pricing available on request
• Exclusive territory covering a city, region, province or state
• Opportunity to build a sales team and recruit Agents
• Annual target of at least 15 new clients, depending on territory size

Financing for the initial investment may be available based on the applicant's profile.

Agents and Territory Directors operate as independent business owners.

A Clear Financial Proposition for Clients

The platform operates across three stages:

• Detect: Identify and quantify potential financial losses, supported by evidence
• Correct: Implement approved corrections once authorised by the CFO
• Prevent: Check invoices before they are issued to reduce future leakage

Prospective clients can receive a free loss report within 24 hours, allowing them to see identified financial leakage and potential savings before deciding whether to proceed.

The supplied material cites MGI Research as estimating that businesses may lose an average of 3%–5% of revenue annually through financial leakage.

You Sell. The Technical Team Delivers.

Business owners receive support designed to allow them to concentrate on business development rather than technical implementation.

Support includes:

• Two weeks of training and certification
• 12 months of coaching from a dedicated expert
• Prospect loss reports delivered within 24 hours
• Technical integration handled by engineers
• Sales materials, demonstrations and client dashboards
• Inbound leads generated within the relevant territory
• Ongoing technology and delivery support

The platform is backed by an established technology business with more than 15 years of experience and approximately 100 IT and AI engineers.

Who Is This Opportunity For?

The opportunity may particularly suit CFOs, controllers, accountants, CPAs, executives, consultants and experienced sales, marketing or business-development professionals.

Strong candidates will be comfortable discussing financial performance with senior decision-makers and will have the network, credibility and ambition to build a portfolio of recurring clients.

No programming experience is required. The Agent model can potentially be operated from home on either a full-time or part-time basis, while the Territory Director opportunity is designed for those looking to build a larger sales organisation.

Enquire today to learn more about the AI-powered financial control opportunity and whether the Agent or Territory Director model is the right fit for you.