MONITORING YOUR CLIENT PORTFOLIO MADE EASY

See your clients differently with our cashflow & credit insights

Identify which clients need advisory support, what their risks and opportunities are and any relevant products or solutions they might benefit from.

Monitor is your engine room fueled by real-time accountancy data, credit insights and Companies House information to make initiating these conversations easy.

Now available in the Xero App Store.

Book a demo

Try out Monitor for up to 10 clients for free. No commitment or credit card required.

Tablet displaying a financial monitoring dashboard with company names, transaction details, and alerts in a grid layout.

CAPITALISE IS TRUSTED BY 150K+ UK BUSINESSES

  • 2,000 accountant users

  • £2bn in funding approved

  • 100+ lenders in the UK

  • Regulated by the FCA since 2015

How monitor works

  • 1
    Dashboard displaying notifications for Technitrax Construction and Gillard and Sons, highlighting financial risks and opportunities.

    Get ahead of risks and pinpoint opportunities in your portfolio

    • Import your client portfolio, segment and filter as needed

    • Identify clients whose cash balance won’t cover short term liabilities

    • Track funding facilities, how they’re used and identify when better options are available

    • Get tips and talking points from our Corporate Finance Analysis

  • 2
    Credit score dashboard showing a score of 45/100 with alerts. Includes credit limit, company searches, and improvement suggestions.

    Get closer to your clients with shareable Capital Reports

    • Prepare for client meetings in minutes and supercharge your conversations with all your insights in one report

    • See their business credit score and the factors impacting it

    • Review and compare their business performance

    • Highlight overdue payments and risks to cashflow

  • 3
    Dashboard showing financial insights for Technitrax Sound Company, including risks, opportunities, and client details.

    Build a healthier future for your firm

    • Expand your services, add value and impress your clients

    • Cut down on admin and manage your time more effectively

    • Embrace a shift to paperless, real-time digital accounting

    • Help your clients discover a healthier way to do business

  • 4
    A financial dashboard showing loan details, repayment status, and credit card balances from various banks and financial institutions.

    Keep track of your clients' bank and credit facilities

    • See your client through the eyes of a bank manager. Track their bank and credit facilities in a single, easy-to-compare view.

    • Keep tabs on product renewal dates

    • Get business health and product utilisation alerts

    • Enable secure Open Banking connection to get fresh data

Book a demo and try Monitor out for yourself. We’ll take you through all the ins and outs.

Book a demo

Benefits of monitor

  • 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 goodbye 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.

Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors

Joe David

Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.

Phil Burnell

With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.

Alan Woods

Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors

Joe David

Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.

Phil Burnell

With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.

Alan Woods

Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors

Joe David

Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.

Phil Burnell

With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.

Alan Woods