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.
Track all your client portfolios in on place. Monitor gives you on-the-go business health reports for your client meetings.
Businesses are 4x more likely to get funding with guidance from an accountant. We have a fast, fair process and intelligent matching to banks, alternative finance and independents.
Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.
A 90 day programme that trains, supports and helps you roll out funding as a service line in your practice. For the firm that is serious about funding.