Level up your knowledge skills with Mastery
Mastery explores how Capital Advisory can support the full business lifecycle, teaming up with our Accountant In Residence Kirsty McGregor to give you an expert industry view on these topics.
FOR ACCOUNTANTS
Be the difference.
Make the shift to advisory. Solve the issues that are holding your clients back, and become an integral part of their business journey.
FOR BUSINESSES
Make it happen
Get the input that strengthens your business. Bring your accountant on to your team and move faster towards the future you want.
Our Products
FINANCE OPTIONS
Access funding from 100+ lenders
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 fundingFOR ADVISERS
The building blocks of your in-house funding service
Offer 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 plansADVISER TRAINING
Training your staff on funding
Expert 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 plansHOW IT WORKS
Smarter choices. Automatically
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
Industry standard protection
- All data is encrypted so it’s safe in transit and on our servers
- Storage complies with the General Data Protection Regulation (GDPR)
- Authorised and regulated by the Financial Conduct Authority (FCA)
A team on hand to help
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.
Super simple integrations
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.
We’re now able to get closer to our clients and really dive into their business plans and goals, working with them every step of the way.
Eriona Bajrakurtaj
With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods
The process was extremely easy. I was able to prepare the information required in less than 30 minutes rather than hours through a bank.
Behnaz Rayati
Using Capitalise to offer funding support strengthens our brand and sets us apart from competitors
Joe David
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Insight
Give your clients a credit rating boost
Credit improvement helps businesses enhance their credit score, Kirsty McGregor explains how it's easier than you think to improve your client's score.
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Capitalise is running a host of live briefings to help accountants navigate the current climate and support their clients.