FOR BANKS

Let's build the verified financial layer for your customers, together.

This isn't a single product to buy. It's an invitation to partner across four dimensions — presence, referrals, document support, and sponsorship — in whatever combination makes sense for your institution.

See the four ways to partner

FOUR WAYS TO PARTNER

Pick what fits. Add more when it does.

None of these require the others. A bank can start with one and add more later, entirely on your own timeline.

🏛️

Presence

Be a recognized, supported institution inside a growing, verified financial app.

🔗

Referral

A disclosed, generic referral channel — real customer interest, verified before it ever reaches you.

📄

SOA Support

Help shape how your own statements are read — faster, more accurate coverage for your customers.

🤝

Sponsorship

Extend Monthcloser directly to your customers or employees, on your own terms.

PILLAR 1 — PRESENCE

Be there when someone's looking at their real financial picture.

Every Monthcloser user eventually sees which institutions are supported, verified, and ready to work with — the same visibility already extended to major banks, cooperatives, SSS, Pag-IBIG, MP2, investment platforms, and more. Being a recognized name in that list, inside a product people return to every month, is a different kind of presence than a logo on a comparison site.

PILLAR 2 — REFERRAL PARTNERSHIP

A disclosed, straightforward referral channel — nothing hidden, nothing personalized.

Monthcloser users can see your savings and account options, with a clear, disclosed referral benefit to Monthcloser when they choose to explore one. This is never based on analyzing a specific user's own verified data — it's the same option, available to anyone, the same way a comparison page works. What it brings you is real: interest from someone who's already looking seriously at their own financial standing, not a cold click.

PILLAR 3 — SOA SUPPORT

Help us read your statements correctly. Your customers feel it first.

A direct interface where your team can submit specimen statements, format documentation, or a description of how your SOAs are structured — so your customers get fast, accurate verification from day one, not after months of general demand.

HOW IT WORKS

Submit specimens, not a waiting game

Instead of waiting for enough Monthcloser users to request your institution before it gets prioritized, your team can proactively share sample statements or format specs through a dedicated interface — moving your customers to the front of the line.

WHY IT'S WORTH YOUR TIME

A real edge over banks that haven't engaged

A customer whose statements are already well-supported gets a smooth, accurate first close. One whose bank hasn't engaged yet gets a slower, rougher one — a real, visible difference in whose institution looks better inside the product.

WHAT WE NEED

Just real documents, redacted as needed

Sample statements with personal details removed, or plain documentation of your SOA's layout and fields — either is enough for our team to start building. No engineering commitment required on your side.

PILLAR 4 — SPONSORSHIP

Extend Monthcloser to your customers, or your own employees.

The most direct form of partnership — sponsoring full access for high-value customers or your own staff. Every promise made to every sponsor holds here without exception: you see roster status and an aggregate cohort report once 20 people have closed successfully. You never see an individual's data, at any tier, under any circumstance.

HOW SPONSORSHIP WORKS

One person. One account. One number they keep for life.

Modeled after Pag-IBIG and SSS — the individual owns their Monthcloser Number, independent of your bank, before, during, and after the relationship.

1

They create their own account

Independent of any bank. A permanent Monthcloser Number — theirs alone.

2

They give you their number

The same way they'd share it for any other relationship benefit enrollment.

3

You submit a sponsorship request

Through a simple console. You can request sponsorship or cancel it — nothing more.

4

They consent

They accept or decline. Nothing happens to their account without their say.

5

You pay only for the ones who succeed

Billed per seat, only after their own first successful close — renewing on that same seat's own anniversary each year after.

SPONSORSHIP PRICING

If you choose to sponsor: one plan, one price.

Full

₱1,990/seat/year

Billed annually, per seat — no minimum

  • Full verified monthly close, every month
  • Complete Dashboard — Protection, Accumulation, Spending, Liabilities
  • Life Goals, Proposed Budget, and every future feature — no add-on tiers
  • Cohort reporting once 20 people have closed successfully

Sponsorship is one of four ways to partner — not a requirement for the others.

HOW WE FIT TOGETHER

You provide the products. We provide the clarity. Different jobs, not a competition.

Monthcloser reads and verifies — it never advises, executes, or holds anyone's money. Your relationship managers, your products, and your team keep doing what only you can do. A customer who understands their own complete financial picture is a better conversation for everyone at the table, including you.

LET'S TALK

Tell us which parts of this make sense for you.

Presence, referral, SOA support, sponsorship, or some combination — we'll walk through what fits your institution, at your own pace. No commitment required to start the conversation.

Start the conversation