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.
Try out Monitor for up to 10 clients for free. No commitment or credit card required.
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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
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
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
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
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.
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.
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Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
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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
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With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods
%3Aquality(80)&w=384&q=75)
Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
%3Aquality(80)&w=384&q=75)
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
%3Aquality(80)&w=384&q=75)
With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods
%3Aquality(80)&w=384&q=75)
Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
%3Aquality(80)&w=384&q=75)
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
%3Aquality(80)&w=384&q=75)
With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods