For chartered accountants & business advisors
Co-branded client invites · shared review

Your clients leave bidson the table.

You sit at the centre of their compliance. Now extend the same relationship to their tendering: BidVexa AI plans, scores and drafts — you review, sign off, and keep the conversation.

Review-only access for your firm Co-branded invite emails Partner-level reporting on your portfolio
Partner portfolio · last 30 days
12 client wins · ₹18.4 Cr new contract value surfaced
Avg fit86
Per your referral · Sharma & Sons Pvt Ltd
Won 3 of 7 Bids last quarter — ₹6.2 Cr combined contract value.
Per your referral · Mahesh Udyog
2 new GeM matches this week, capacity-checked.
Per your referral · Kaveri Castings
Eligibility flag caught a missing BIS cert before submission.
Partner dashboard
Export portfolio wins →

What you unlock for your clients

A tender teammate for the MSMEs you already advise.

BidVexa AI doesn’t displace the CA relationship — it extends it. Your portfolio of MSMEs gets continuous tender scanning, Fit Score and bid drafts; you retain the review and the authority.

How a referral works

Three steps from your referral to a signed-up client workspace.

You don’t have to log in or onboard the client yourself — BidVexa AI does the profile-builder, you stay on the review side.

  1. 01

    Send the co-branded invite

    The client receives a BidVexa AI invite with your firm’s logo, your name and a pre-filled profile seeded with turnover band, registrations and product list — everything you already have.

  2. 02

    Client completes the profile

    The client walks a one-time profile builder — confirms seeded data, adds past projects and ticks which sources to watch. BidVexa AI starts scanning same-day.

  3. 03

    You review on the partner dashboard

    You see your portfolio of clients at a glance: matches, drafts, wins. You review the bid draft before the client signs off and you never touch the DSC.

What BidVexa AI will never do

Read-only for your firm, never imputed.

Three guardrails keep your firm in a review-and-approval posture — never an author-and-submitter. Useful when auditors come knocking two quarters later.

Never fabricates registrations
If a tender asks for NSIC / ISO / GST details you haven’t supplied for a client, BidVexa AI flags the gap on the eligibility card — it does not invent paperwork.
Never claims a submission
The workspace is a draft until the client’s authorised signatory signs off using their own DSC. The audit log records submission only after the buyer portal confirms.
Always labels every fact
Each line in the bid draft is tagged: extracted from the tender document, supplied by you, AI-recommended or pending human verification — visible to your firm too.

FAQ

What CAs and firm partners ask first.

Common questions from chartered accountants and MSME advisors considering the partnership lane.

Send a client an invite

For CA & advisor firms

Open a partner account. Send your first client an invite today.

Joining the partner lane takes one working session with a BidVexa AI founder. You leave with the dashboard configured, your client list pre-loaded and a co-branded invite template that goes out in your firm’s name.

1 call
Partner onboarding with a BidVexa AI founder
Co-branded
Invites carry your firm’s name
Review-only
You read drafts, never sign submissions
Send the first invite

Tell us your firm name, your client list and which CA / advisory practice you run — we’ll open the partner workspace same-day.

Send a client an invite