We use cookies to give you the best online experience. For more information review our cookie policy.

Accountants Features Partner plans

TRY OUR platform for free

Your once place for business finance

59% of small businesses said their accountants is the first person they engage to improve their financial position

See how you could help them access funding from a range of different lenders from a single application process.
Get free access  Get started  today and help your clients access business finance

Power up your firm with Capitalise

Using our FREE online funding platform, you can help your clients get access to the funding from over 20 carefully selected lenders.

  • Access over 20 lenders across South Africa from 1 applicaiton
  • Dedicated funding and partnerships managers on hand
  • Enhanced analytics from our Monitor platfom

Get your free acount now

Sign up for free View our advisory plans for large firms

What you get FOR EVERY CLIENT

Power up your practice

Access to 20+ lenders and funding specialist support

Help your clients access business finance from a wide panel of lenders. Create an application and we'll take it from there with support from our Funding Specialists.

Our funding marketplace

Alerts on risks and opportunities for the client

Monitor tracks over 40 health metrics for each client to make sure you're always up to speed on any risks or opportunities on each of your clients.

More about Monitor

deciding which PLan is right

Our platform can work in two key ways for your firm

Great to firms who want to have a solution for your clients to raise and protect their capital but don't have a dedicated advisory or corporate finance team.

> Get started for free now

  • Free for all your clients
  • 20% commission of all successful funding
  • Specialist support and 20+ lenders
  • Dedicated funding and partnership support

For firms who are building and offering out corporate finance advisory services such as raising finance, restructuring and other capital raising services. Onboarding, training and account management to rollout the full service.

> View our advisory plans

  • Regular portfolio reviews and training across the team
  • Strategically managed rollout solution across multiple teams
  • Control the process to add your own advisory service fees and workflow

HOW MARKETPLACE WORKS

1
Answer questions about your client’s business
As you enter your client's information and requirements, we work down from our 20+ lenders to work out the most relevant ones to your situation. 
2
We match your client with four lenders
We review your information to create a shortlist of the most relevant lenders suited to your client's funding needs. Select four providers and proceed to your application.
3
Complete one application for or with your client
Complete our single, consolidated application with the necessary information to receive an offer. Lenders may ask for additional information if the application requires it.
4
Review your offers and accept funding
Offers and response time will vary depending on the financial solution, from instant for unsecured finance to several days for secured finance.

TRY IT TODAY FOR FREE

Sign up today and get your free platform and 20% commission on every successful funding payout for your clients.

TIMES TO SPEAK TO YOUR CLIENTS

Help clients build stronger businesses

Some clients need help to keep on track with debt repayments. Other clients could easily improve their business credit rating. Monitor gives you the insight to help them take action. 

Impress in client meetings

Ready made or customised business health reports that are simple to share online or print for any client meeting. Be proactive about your 

Manage your time efficiently

Say bye to admin tasks. We identify funding opportunities so that you and your team don’t have to.  

Embrace paperless and real time future

One platform to manage all your clients’ banks and credit facilities. Centralised. In real time. Paperless.

GET STARTED WITH FLEXI PLAN

Get started with funding and insights for 10 clients for free. No commitment, no credit card required.