The pitch in one sentence
SendToBooks lets people track receipts by texting a photo or forwarding an email. No app, no scanning, no manual entry. $20/month.
That is the line that works. When you say it to someone, they immediately understand what the product does and why it matters. They do not need a demo. They do not need a feature walkthrough. The concept sells itself because it fits into something they already do every day — texting and emailing.
The part that makes people lean in is "no app." Everyone has downloaded an expense tracker, used it for a week, and abandoned it. SendToBooks does not ask anyone to change their behavior. You get a receipt, you snap a photo and text it to your number, or you forward the email receipt. That is it. There is nothing to install, nothing to learn, and nothing to forget to open.
Lead with that simplicity in every conversation, every post, every email. It is your strongest selling point.
Who to target
SendToBooks works for anyone who has receipts, but some audiences convert much better than others. Focus your efforts on these groups:
- Self-employed and freelancers. They have receipts everywhere — in pockets, glove compartments, email inboxes, and kitchen drawers. They know they should be tracking expenses for tax deductions, but they hate every expense app they have tried. SendToBooks removes all the friction. Point them to /for-self-employed.
- Landlords and property investors. Multiple properties mean multiple receipt streams: maintenance, repairs, supplies, mileage between properties. Tax deductions on rental income are significant, and lost receipts mean lost deductions. Point them to /for-landlords.
- Small business owners. They are too busy running their business to sit down at the end of the day and log expenses in an app. But they are also too organized to let receipts pile up in a shoebox. SendToBooks sits right in that sweet spot — effortless capture without the chaos.
- Accountants and bookkeepers. This is a high-leverage audience. A single accountant can recommend SendToBooks to every client they serve. The Professional plan ($50/month + $15/seat) is built specifically for firms — it gives them a dashboard to see all client receipts in one place. One referral can turn into dozens of seats. Point them to /for-accountants.
- Realtors. Real estate agents accumulate a steady stream of small, deductible expenses: gas between showings, client meals, staging supplies, marketing materials, lockbox fees. Individually small, collectively significant. They need something that captures expenses in the moment, not at the end of the quarter.
- Gig workers (Uber, DoorDash, Etsy sellers). 1099 workers need every deduction they can get. They are paying self-employment tax on top of income tax, so tracking expenses directly reduces their tax bill. Many of them are doing this from their phone between jobs — texting a receipt photo takes five seconds.
How to share your referral link
Your referral URL follows this format:
https://sendtobooks.com/login?ref=YOURCODE
Replace YOURCODE with the unique referral code you received when you joined the program. You can find it in your affiliate dashboard.
When someone clicks your link, your referral code auto-fills on the signup page. They do not need to type anything or remember a code. The process is seamless from their perspective — they just see a normal signup flow.
We set a 30-day cookie when someone clicks your link. That means even if they visit the site, browse around, leave, and come back two weeks later to sign up, you still get credit for the referral. They do not need to convert on the first visit.
Promotional strategies that work
Blog posts and content
If you write about personal finance, small business, tax preparation, freelancing, or real estate investing, SendToBooks fits naturally into your content. Write about receipt tracking, tax deductions, or expense management and mention SendToBooks where it makes sense. You do not need to write a dedicated review (though those work too) — a mention within a broader article can be just as effective.
Link to the audience-specific pages that match your readers: /for-self-employed, /for-landlords, /for-accountants. These pages are optimized to convert visitors who match those profiles.
Email newsletters
A single dedicated email to your list works surprisingly well. Lead with the pain point your audience relates to: "Still tracking receipts in a spreadsheet?" or "How many tax deductions did you miss last year because you lost the receipt?" Then introduce SendToBooks as the solution and explain the simplicity — text a photo, forward an email, done.
Keep it short. The product is simple and the pitch does not need a long explanation. A 200-word email with your referral link will outperform a 1,000-word essay.
Social media
Short posts work best. Something like: "I found a tool that lets you track receipts by texting a photo. No app. $20/month." Then drop your referral link. That is a complete post. It works especially well on LinkedIn for professional audiences — accountants, business owners, and consultants are all active there and the format fits the platform.
On Twitter/X, the same brief pitch works. On Facebook, it tends to work better in niche groups (landlord groups, freelancer communities, small business owner groups) where people are actively discussing tools and workflows.
Direct recommendations
If you are an accountant, bookkeeper, financial advisor, or anyone who works with clients who have receipts, direct recommendations are your most powerful channel. You are already a trusted advisor. Just tell them what to do:
"I want you to use this for receipts. Text photos of paper receipts to this number. Forward email receipts to this address. I will see everything in my dashboard and your books will be up to date without you doing anything extra."
That kind of direct, specific instruction converts better than any marketing campaign. People trust their accountant more than any ad.
Comparison content
People actively search for comparisons when they are evaluating tools. Articles like "SendToBooks vs Expensify" or "Best receipt tracker for self-employed" attract high-intent visitors who are close to making a decision. Link to our existing comparison pages to support your content:
Key selling points to emphasize
When you are writing about SendToBooks or talking to someone about it, these are the points that resonate most:
- No app to install — works with text messages and email they already use
- 21-day free trial, no credit card required — zero risk to try it
- $20/month flat, unlimited receipts — competitors charge per document or per user
- Dedicated phone number AND email inbox for each user — no shared inboxes, no confusion
- AI extracts merchant, amount, date, and category automatically — no manual data entry
- Export to CSV or Excel for accountants — clean data, ready to import
- Works for personal, business, rental properties — any receipt, any category
- Weekly spending summary emails — users stay aware of their expenses without logging in
The two that get the strongest reaction are "no app" and "unlimited receipts for a flat price." Lead with those.
What NOT to do
We want affiliates to promote SendToBooks honestly and effectively. A few things to avoid:
- Do not spam. Unsolicited messages, comment spam, and mass DMs reflect poorly on you and on us. Promote through your own channels to your own audience.
- Do not bid on "SendToBooks" as a keyword in paid search. Brand bidding — running Google or Bing ads targeting our brand name — is not allowed. You are welcome to run paid ads for general keywords like "receipt tracker" or "expense tracking app," but not for our brand terms.
- Do not promise features that do not exist. Stick to what the product actually does. If you are unsure whether a feature exists, check the site or ask us.
- Do not create fake reviews. Authentic recommendations convert better anyway. If you use the product, share your genuine experience. If you do not, share what your referrals have told you.
The full terms are in the affiliate agreement. Please review it if you have not already.
Getting help
Questions about the program, your commissions, or promotional strategy? Send us a message. We are happy to help you brainstorm angles, review content, or troubleshoot tracking issues.
Log in to your affiliate dashboard to check your stats, commissions, and payout status at any time.
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