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 PARTNERS

Our Products

BUSINESS FUNDING

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 funding

PRO FOR ADVISERS

Capitalise Promo

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 plans

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 plans

HOW 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

Lender group
Security
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)
Communication
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.

Integrations
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.

OUR ECOSYSTEM

Together towards a better future

Read the latest about our fast-changing industry

  • Adviser-led funding

    Insights

    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.

    What is adviser led funding?
  • Ollie and Paul

    Capitalise people

    About us and how we came to be

    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.

    Read our story
  • We're at Accountex Summit North

    Come and say hello, we'll be at stand 81.
     

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