Business is good with advice
SMEs have embraced shifts in technology. But conversations with a dedicated relationship manager remain invaluable. Step up accountants: it’s time to go cloud advisory.
Make the shift to advisory. Solve the issues that are holding your clients back, and become an integral part of their business journey.
Get the input that strengthens your business. Bring your accountant on to your team and move faster towards the future you want.
Businesses are 4x more likely to get funding with guidance from an accountant, a fast, fair process and intelligent matching to banks, alternative finance and independents.
Compare fundingOffer clients a more strategic service by bringing business funding in-house. Be proactive about building more efficient balance sheets and give your accountants more to talk about.
See adviser plansExpert led insight into the funding market, products and process to enable your team to spot and progress new opportunities. Train your team to proactively discuss funding, identify needs and support clients through and beyond their initial transaction.
See adviser plans
So many financial products. So little time. Tell us what you need, our technology will find it. We’ll scour 100 banks, alternative providers and independents to make intelligent matches.
So you can compare the market, and apply to four at once. For faster, fairer access to funding and insurance.
Browse finance options
We can work with you or directly with your client to put offers in context, manage expectations, filter choices and chase up decisions. We're online or on the phone, just get in touch and see the difference we can make.
Capitalise seamlessly integrates with traditional, offline and cloud-based accountancy services, making it easy to get started, stay connected and get more out of the data.
Read the latest about our fast-changing industry
SMEs have embraced shifts in technology. But conversations with a dedicated relationship manager remain invaluable. Step up accountants: it’s time to go cloud advisory.
Our founders Paul and Ollie brought the worlds of finance and technology together in 2012 to bring capital within reach and make business growth more sustainable.