Get real-time accountancy data, credit insights and Companies House information to arm you with a 360° view of your clients’ cashflow, credit profile and funding.
In partnership with Experian, get acess to your clients credit profiles, allowing you to be the catalyst to better strategic business decisions.
Bring your client conversations to life
See, share and point out client cashflow trends, business performance, overdue payments and much more with our Capital Reports feature. Bringing your conversations to life.
Access to 100+ lenders with one application
Looking to help a client grow with business finance? Our marketplace is business funding, simplified.
Marketplace empowers you to take your advisory services one step further by actually helping your clients access those products or solutions. The wide range of options available include credit improvement and debt recovery as well as funding from over 100 carefully selected lenders.
One point of contact for the entire application process.
We will complete a service rollout programme for your firm.
With a dedicated Partnership Manager throughout your journey, we ensure you and your team get the proper training and support you need. They will help you to spot risks and opportunities in your client portfolio and be on hand to help whenever you need them going forward.
Get Capitalise certified
Everyone in your firm will have free access to Learn, our CPD-accredited online learning, to set you up for continuous development and long-term success.
Supercharge your client conversations in 2022
Get simple conversation starters and practical actions to get the ball rolling with our latest guide.
Just looking to help a client? Dive straight into a funding search without signing up
Our training team have a wealth of experience in accounting and finance. Accounting tech, banking, finance, we even have ex accountants in our training team. Your firm is in capable hands.
Supporting with your questions and anything funding related are our helpful Partnerships managers. They are your point of contact and know how to get things done.
No one knows how to get funded better than our Funding Specialists. With a wealth of knowledge of the changing lender requirements, they will do anything within their power to help with your application.