For channel partners

The financial platform your clients have been waiting for.

Patch delivers financial tools to labor-intensive small businesses through the channels they already trust. Every introduction makes your client relationship more valuable.

How Patch works.

One platform. Two sides of payroll. Delivered through partners businesses already trust.

The financial partner for businesses that run on people.

Delivered through: Channel partners

Patch is built to be delivered through partners. Insurance brokers, CPAs, payroll providers, and the others who already serve these businesses. We partner with you to bring financial tools your clients have never had access to, and to strengthen the relationships you've already built.

Insurance Brokers

Independent commercial brokers who write the policies these businesses need. Patch adds working capital and worker benefits to the conversation.

CPAs and Accounting Firms

CPA firms advising small businesses on cash flow, growth, and operations. Tools your clients can use to act on the advice you give.

Payroll Companies

Payroll providers serving SMBs. Worker benefits and business cash flow tools that layer onto the system you already run.

Trade Associations

Industry and trade associations whose members are the businesses Patch was built for. A member benefit that solves real problems.

Benefits Brokers

Employee benefits brokers serving labor-intensive small businesses. Financial wellness tools that go beyond traditional benefits and directly affect retention.

Who uses Patch: SMB owners

Patch is built for labor-intensive small businesses. Long invoice cycles. Hourly workforces. Cash flow pressure on the business and financial stress on the workforce. Same problem, two sides of payroll.

Construction

Long invoice cycles. Hourly crews under cash pressure.

Manufacturing

Capital-intensive operations. Hourly workforce under financial pressure.

Transportation

Net-30 payment terms. Driver retention pressure.

Hospitality

Seasonal cash swings. High-turnover workforce.

Security

Long-cycle contracts. Guards living paycheck to paycheck.

Staffing

Cash gap between paying workers and getting paid.

Your clients get the financial tools they need. You stay at the center of the relationship.

These are the channels these businesses already trust.

We're the platform that gives you something new to bring them.

The problem

You've been watching these businesses struggle with this for years.

Your clients have been telling you about the same problems for years. You've understood. You haven't had the tools to actually help.

Patch is the tool. The platform delivers working capital, workforce financial benefits, and premium financing through one partnership. You make the introduction. We do the work.

The cash flow gap 45 days

Average time to collect on an invoice. Payroll runs every two weeks.

Cash flow failure 82%

of small business failures cite cash flow problems.

The workforce drain 62%

of American workers live paycheck to paycheck. Higher in labor-intensive industries.

The retention cost

Financially stressed employees are twice as likely to leave their job.

Five products. Two sides of payroll. One platform.

Built on a single payroll integration. Tools for both sides of payroll. Delivered through licensed, regulated partners.

Working capital · For the operator

Invoice Factoring

Turns unpaid invoices into cash now. Solves the timing problem bank lines of credit don't.

  • Advances up to 98% of invoice value within 24 hours
  • No long-term contract or volume minimums
  • Built for 30 to 60 day customer payment cycles

Premium Finance

Spreads commercial insurance premiums across the policy term. Built for independent insurance brokers and the businesses they serve.

  • Spreads commercial premiums across the policy term
  • Integrated with the broker's existing workflow
  • Currently live in TX, CA, FL, IL, NC, SC

Paycheck Access · For the workforce

Earned Wage Access

Workers access earned wages between pay cycles. Replaces the payday lender and the 401(k) hardship withdrawal.

  • Workers access wages already earned, between paychecks
  • No interest or mandatory fees to the worker
  • Direct to a Patch Card or worker’s existing bank
Launching July 2026Learn more

Workplace Loans

Larger-dollar credit for workers, repaid through payroll. Covers the need EWA can't.

  • Larger-dollar installment loans for emergencies
  • Repaid through payroll deduction
  • Affordable terms with clear repayment schedules
Launching July 2026Learn more

Patch Card

Payroll card for workers. Where EWA lands, and where direct deposit goes.

  • Tap, swipe, or use online anywhere Visa is accepted
  • Direct deposit your paycheck and get paid up to two days earlier
  • No monthly fees, no minimum balance
Launching July 2026Learn more
Why partner with Patch

More for your clients. More for you. One platform.

More reasons for your clients to say yes

Five products across both sides of payroll. Working capital for the business. Financial tools for the workforce. Whatever your client's pressure point is this quarter, Patch has something that helps.

One introduction, more problems solved

Most partnerships address one problem at a time. With Patch, the introduction covers cash flow, workforce financial tools, and premium financing. More value per conversation, without adding more conversations.

Built around the work you already do

You don't change your business to partner with Patch. No new staff, no new product category to learn, no operational lift. Patch is built to slot into the conversations you're already having.

New revenue, recognized for the introduction

Partners are paid for the introductions that turn into client engagements. Compensation structures vary by partner type and product. We talk through the specifics in the partnership conversation.

How it works

Three steps. We do most of the work.

Partnership with Patch is built to be operationally light on you and substantive on outcomes.

01

You make the introduction

Your client mentions a problem. You mention Patch. We do the rest. No platform to learn, no software to install, no new processes for your firm.

02

Patch onboards the client

Patch handles the platform setup, payroll integration, product activation, and ongoing support. You stay in the conversation as the trusted advisor; we handle the operational work.

03

The relationship gets more valuable

Your client gets working capital, worker benefits, or both. You get a stronger client relationship and recognition for the introduction. We continue to support both of you.

FAQ

What partners ask us first.

01

What does the partnership ask of me operationally?

Mostly nothing. You make introductions. Patch handles platform setup, client onboarding, product activation, and ongoing support. There's no software for your firm to learn, no processes to change, no staff to add.

02

How are partners compensated?

Compensation structures vary by partner type and product. Partners are paid for the introductions that turn into client engagements. We talk through the specifics in the partnership conversation so the structure fits how your firm actually operates.

03

What products can I introduce to my clients today?

Invoice Factoring and Premium Finance are live today and ready for client introductions. Paycheck Access (Earned Wage Access, Workplace Loans, and the Patch Card) launches in July 2026. Partners and businesses can start conversations now to be ready at launch.

04

What size businesses does Patch serve?

Patch is built for labor-intensive small and mid-sized businesses, typically with 5 to 500 employees, in industries like construction, manufacturing, transportation, hospitality, security, and staffing. We work best with businesses where payroll is a major operating cost.

05

How do I know if my clients are a fit?

If your clients are labor-intensive businesses experiencing cash flow timing pressure, workforce financial stress, or insurance premium financing needs, they're likely a fit. The partnership conversation is where we walk through your specific client base and identify the right starting points.

Tailored to you

Built around how you work.

We tailor the conversation to how your specific channel actually works.

Talk to our team

Start a partnership conversation.

Tell us about your firm and your clients. We'll walk you through what partnership looks like for your specific motion.

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Sources

  1. U.S. Bank / SCORE on SMB failure causes.
  2. Federal Reserve Small Business Credit Survey, 2024.
  3. PYMNTS / LendingClub, "Reality Check: Paycheck-to-Paycheck Series" (2024-2025).
  4. BrightPlan Wellness Barometer Survey.