Know someone who needs
better financial visibility?
Introduce them to Ledgerable. When they become a Member, you earn a reward — your choice of cash, service credit, or charitable donation.
$
Thank-you reward
min
To submit a referral
%
Free to participate
Manual workarounds, spreadsheet overload, no real-time visibility. They know something needs to change.
Your clients trust your recommendations. Connecting them with the right financial system deepens that trust.
How It Works
Simple Process.
No guesswork.
Submit the form
Takes about three minutes. Just give us the contact's details and a quick note on why you think they're a fit.
We reach out — you stay in the loop
Our team will connect with them to learn more and explore how we can help. We’ll keep you updated so you know how things are going.
Receive your reward
Once your referral signs on as a Member and their first invoice is collected within their first month, your reward is on its way.
$500 your way — you choose.
When your referral becomes a Member, pick the reward that means most to you.
* Service credits expire in 6 months. Reward issued after first invoice is collected. One reward per referral.
Submit a Referral
Why Should You Recommend Ledgerable?
Ledgerable ensure financial systems evolve with a company’s needs by offering proactive system optimization and workflow automation, making them a trusted partner for long-term growth and operational efficiency.
Sage Intacct
Sage Intacct is the only AICPA-preferred cloud accounting solution that brings real-time visibility, automation, and agility to finance teams. With customizable dashboards, multi-entity consolidation, and open APIs, it grows with your business.
✔ Real-time dashboards & reporting
✔ Automates manual accounting tasks
✔ Scales with multi-entity growth
Ledgerable SmartCare
SmartCare gives your referral unlimited support, training, reports, and system tuning, all from Ledgerable’s Sage Intacct experts. They’ll get the guidance and tools to optimize their accounting system and maximize their ERP investment.
✔ Unlimited support & training
✔ Custom reports & dashboards
✔ Ongoing system tuning & performance
BTerrell Group has proudly been a certified Sage Intacct Partner for decades.
BTerrell delivers integrated and reliable solutions that enhance the capabilities of Sage Intacct.
Sage Intacct is the first and only AICPA-preferred financial management solution, providing unparalleled features and capabilities.
Sage Intacct is rated #1 for customer satisfaction by G2 Crowd.
What Our Clients Say About Us
Sage Intacct has been a game changer for us in being able to provide standardized, streamlined processes and data that we can all trust. With BTerrell, we have access to continuous innovation and support that addresses our evolving business needs.
Sage Intacct Construction has enabled us to scale effectively, providing the visibility we need through its dashboard features. Even today, I believe there is no better solution than Sage Intacct Construction.
You guys are best-in-class. Anytime anybody talks to me about Sage Intacct, I say: ‘You need to call BTerrell.’
Why BTerrell?
We implement and support Sage Intacct — and we stay after go-live.
We implement and support Sage Intacct for healthcare, hospitality, nonprofit, and other industries. If you know an organization struggling with disconnected systems, manual reporting, or outgrown accounting software — we'd love an introduction.
Sage Intacct
Hands-on expertise to manage system changes, user needs, integrations, and day-to-day administration.
Real-time dashboards and reporting
Automates manual accounting tasks
Scales with multi-entity growth
Open APIs for system integration
BTerrell SmartCare
For organizations already on Sage Intacct who aren't getting full value from it.
Proactive system optimization
Workflow automation
Ongoing support from certified consultants
.avif)
.png)