Fractional CFOs & outsourced CFO firms
Walk into every board meeting with the software line already explained.
For fractional CFOs, CPA firms & financial advisors
Your clients are overpaying for software. You're the one they'll trust to fix it.
Stack Sixth is the evidence engine behind your software spend review — so you can offer a recurring, billable advisory service without building a SaaS audit spreadsheet for every client.
Who it's for
CPA firms with Client Advisory Services
A new advisory service your team can deliver in about an hour per client.
Financial advisors serving business owners
Give business-owner clients a Software Spend Checkup — and a reason to call you.
What you get
- Every client's software, costs, owners and renewals in one place
- Evidence-graded usage: Verified Live, Verified Access, Observed, Insufficient Evidence
- Renewal calendar across your client base
- Decision recommendations: Keep, Reduce, Renegotiate, Cancel, Replace, Investigate
- Client-ready Software Spend Checkup report with your firm's logo
- Read-only connections, no SSO required
How the partnership works
- 1
Pilot
Free partner workspace and a 60-day pilot on 2–3 of your clients. No card required.
- 2
Deliver
Share a co-branded Software Spend Checkup and act on the first decisions together.
- 3
Grow
Roll out to more clients and choose the partner model that fits your practice.
Partner models
Resell
Bundle Stack Sixth into your advisory fee at partner pricing. You set the client price.
Refer
Introduce clients at list price and earn a referral share.
Partner terms are provided in a written partner agreement. CPAs and registered advisors should review referral arrangements against their professional and disclosure obligations.