Faster, easier cash flow solutions for your clients

More companies are turning to their accountants for guidance on how to get funding for their business.

We make it quick and easy for you to identify the most suitable lenders for your clients.

Sign up as an accountant

Free for you and your clients

Control the process

Initiate the search for funding.
Stay informed with updates.

Capitalise enables you to lead, collaborate, follow and track loan progress all from one entry point. By reviewing business information ahead of time and uncovering potential roadblocks, you can submit figures and documents that position your client to receive the most attractive funding offers.


Capitalise brings lenders to you.
Review multiple options from one search.

Our direct-access platform sends a single application to a wide network of lenders, from high-street banks to alternative lenders, matching your client's profile to all available products and lenders. Apply for (or with) your client and receive cash flow options in just minutes.  

Our range of available funding solutions includes asset finance, invoice finance, merchant cash advance, trade finance and working capital - so whatever your client's situation, we're sure we can find a suitable match.

 We use technology that produces objective and intelligent matches, helping you select the best funding option with minimal time and effort.


Receive notifications.
Be the first to know.

As lenders confirm offers to your clients, you'll receive email notifications throughout the process.  Be the first to know once a loan has been approved.
By creating an account at Capitalise - on our secure website - you can easily manage your client's activity to ensure they receive the right funding.


Working with others?
Add team members to your Capitalise account.

With your Capitalise account, you can add team members as users so they can help manage your client's activity.

Your additional users can log into the account anytime to track funding searches run by your organisation.

Complete your client's profile easily using information from existing online software.

Our platform integrates with several online software packages, such as Xero and Geniac, making data transfer fast and seamless. Eliminate entry errors and simplify lending decisions.