PATtech — Agent Proposal for Accounting Firms

Clients don’t go shopping for an emissions platform. They ask their accountant what to do.

An agency proposal. Your clients get a defensible Scope 2 position through one interface. Your firm keeps the engagement, and takes a recurring share of what they spend.

PATtech Limited  ·  Auckland & Sydney
Prepared for advisory leadership  ·  September 2026
Commercial in confidence

The client problem02

Why clients are about to ask you about this

Electricity is the biggest number in your clients’ emissions, and the hardest one to stand behind

They are being asked

Banks, listed customers, tender panels and insurers now want electricity emissions as a condition of the relationship.

The usual answer doesn’t hold

An annual average, or a certificate from midday solar standing behind consumption at 8pm on a winter evening. Anyone checking can see the gap.

It is now automated

Interval data flows in on its own and matches hour by hour. The position is live all year instead of rebuilt from invoices each March.

The work that used to take a consultant three weeks now runs by itself.

The channel03

Why it lands on your desk

As emissions reporting becomes a standardised process, accounting firms are positioned to be the trusted advisers

Accountants already hold the trust

When a bank or a customer sends a client an emissions question, the first call is to the accountant — not to an energy broker and not to a software vendor.

Accountants already sell the work around it

Reporting, assurance readiness, disclosure and transition planning are advisory lines the firm already has. This is the missing piece of infrastructure underneath them.

PATtech has no ambition to build a direct sales force into the small and mid-market. That market is reached through its accountants, which is why we are proposing an agency rather than a referral fee.

The product04

What the client actually buys

One interface that turns a power bill into a defensible Scope 2 report

Hourly Renewable Energy Guarantees of Origin — serialised certificates anchored to the settlement interval in which the generation physically happened — matched automatically against the client’s own interval consumption.

Plan

Load profile, automated

Interval data connects once and keeps flowing. No spreadsheets, no annual reconstruction, no consultant rebuilding a year from invoices.

Procure

Matched hour by hour

Certificates are acquired and matched against each interval of actual consumption, continuously rather than once a year.

Prove

Recorded and serialised

Every certificate retired against the client, with a full audit trail built to connect into a statutory registry wherever one operates.

Publish

Reported on demand

A market-based Scope 2 position an auditor can follow, current at any date, exportable into the client’s reporting.

PATtech does not sell electricity and does not compete with the client’s retailer or with government registries. It is reporting infrastructure — which is why it belongs with the accountant rather than the energy broker.

The engagement05

How it works, and what stays yours

The firm holds the client. We hold the plumbing.

The firm is the adviser

Clients onboard under the firm’s agent code. The firm advises on what to buy and how to report it, bills that work at its own rates, and keeps every dollar of it.

PATtech does not advise your clients

A non-circumvention term in the agent agreement: we will not market advisory services to, or accept a direct advisory engagement from, a client introduced under the firm’s code.

The firm sits in front

Onboarding is co-branded, the firm is the named adviser on the account, and support escalates through the firm first. The client experiences their accountant delivering a capability.

PATtech runs the platform

Matching, transfer, retirement records, settlement and the evidence trail — built to connect into a statutory registry, not to be one. Plus training, material and second-line support for the firm.

Attribution is recorded at onboarding. The firm is paid on every client it introduces, for as long as that client stays on the platform, whether or not the firm keeps introducing new ones.

The economics06

An example revenue share model

Nothing to build, nothing to carry

Platform access

$49.99 per client account, per month

Firm · $25.00
PATtech · $24.99
$299.94 per client per year, for as long as the client stays on the platform.

Tenant sub-account

$9.99 per tenancy ledger, per month

Firm · $5.00
PATtech · $4.99
Every tenancy receiving certificates is its own ledger — $59.94 per tenancy per year.

Certification

$0.50 per MWh certified

Firm · $0.25
PATtech · $0.25
Scales with consumption — $0.25/MWh every time a client certifies volume.

Transfer

$0.50 per MWh transferred

Firm · $0.25
PATtech · $0.25
Landlord to tenant, parent to subsidiary, supplier to customer — $0.25/MWh on every move.

Retirement

$0.20 per MWh retired

Firm · $0.10
PATtech · $0.10
The moment a claim becomes final and the certificate can never be used again — $0.10/MWh.

Emissions statement

$99.99 per statement issued

Firm · $50.00
PATtech · $49.99
A signed statement of the client’s certified position, issued direct to a bank, auditor or customer — $50.00 each time.

Terms: fifty-fifty on every line. Settlement monthly in arrears. No exclusivity either way, no minimum volume, and no cost to the firm to begin. Generator-side fees are not part of the share, so the firm earns only on what its own clients pay.

An illustrative model at indicative fee levels, in NZD, not a published rate card. Australian pricing to be set in AUD. The split and the fee levels are the substance of the conversation we would like to have.

The opportunity07

Run it across the client book

Move the sliders

$175,979
to the firm, per year, recurring
$82,229
Access, ledgers and statements
$93,750
Certification, transfer and retirement
$704
Per client account, per year
188 GWh
Certified annually through the firm

Opens on a mid-sized book: 250 client accounts, a hundred tenancy ledgers across the property clients, and a quarter of the book assured each year. Move any slider to test the shape of your own client base.

Case study08

Where one client becomes forty

Property portfolios: a landlord buys once and on-charges to every tenancy

Landlord buys

Certificates matched against the building’s whole-of-site interval load.

allocate

Allocated by tenancy

Each tenancy’s share of each hour, calculated from its own sub-metered load.

transfer

Tenant claims

Certificates retire against the tenancy and cannot be claimed again by the landlord.

One office tower · 12,000 MWh · 40 tenanciesBasisOne buildingPortfolio of 15
Platform accessSite account$299.94$4,499
Tenant sub-accounts40 tenancies per building$2,397.60$35,964
CertificationWhole of site$3,000.00$45,000
Transfer to tenants85% of load on-charged$2,550.00$38,250
RetirementVolume retired against claims$1,200.00$18,000
To the firm, per yearRecurring$9,447.54$141,713

And the landlord makes money too: on-charging at a $3/MWh margin returns $30,600 per building per year, turning a green lease obligation into a billable service.

Illustrative modelling at the fee levels on the previous page, not a forecast. Sub-metered or embedded-network sites; allocation follows each tenancy’s interval data, not floor area.

Fee assumptions
$49.99 platform access, $9.99 tenancy ledger, $0.50/MWh certification, $0.50/MWh transfer, $0.20/MWh retirement, $99.99 per emissions statement, each split fifty-fifty. NZD, indicative, not a published rate card.