Business health check for your clients

Segment and monitor risks in your client portfolio

Track all your client portfolios in on place. Monitor gives you on-the-go business health reports for your client meetings. 
Compare Plans Or give us a call today on 020 3696 9700.
We're ready to help.

HOW Monitor WORKS

1
Anticipate risks and opportunities in your portfolio
Analyse your client portfolio to get a head start on which clients may need your advisory support
  • Import your client portfolio
  • Identify risks and opportunities for each client
  • Review business credit scores
  • Tips and conversations to have with clients
2
Kick start your client meetings
Impress with our Capital Report and get on the front-foot with your conversations.
  • Perfect proactive piece to impress clients
  • Powered by cloud data, always readily available
  • Shareable report to support your conversations
3
Tips and insights from our Corporate Finance Analysis
Look at your clients, differently. We’ll highlight risks and opportunities so you can shortcut the prep and focus on helping your client.
  • 30+ checks and ratios on every balance sheet
  • Review data to optimise clients' balance sheets
  • Cloud enabled with daily synchronise
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
  • Business health and product utilisation alerts
  • Open Banking enabled - data is refreshed daily

TRY OUT MONITOR FOR YOURSELF 

Book in a demo with our team and they'll show you the ins and outs of Monitor. 

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 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.

Compare Features

Monitor Read more
starter
  • Client profiles: Unlimited
  • Analyse client portfolio
  • Access to Capital Reports
  • Connect QuickBooks & Sage
  • Risks and opportunity insights
  • Tracking bank and credit facilities
  • Corporate finance analysis
  • Companies House profiles
partner
  • Client profiles: Unlimited
  • Analyse client portfolio
  • Specialist support for portfolio reviews
  • Access to Capital Reports
  • Connect QuickBooks & Sage
  • Risks and opportunity insights
  • Tracking bank and credit facilities
  • Corporate finance analysis
  • Companies House profiles
pro
  • Client profiles: Unlimited
  • Analyse client portfolio
  • Specialist support for portfolio reviews
  • Access to Capital Reports
  • Connect QuickBooks & Sage
  • Risks and opportunity insights
  • Tracking bank and credit facilities
  • Corporate finance analysis
  • Companies House profiles
enterprise
  • Client profiles: Unlimited
  • Analyse client portfolio
  • Specialist support for portfolio reviews
  • Access to Capital Reports
  • Connect QuickBooks & Sage
  • Risks and opportunity insights
  • Tracking bank and credit facilities
  • Corporate finance analysis
  • Companies House profiles

CHECK OUT OTHER FEATURES

MARKETPLACE

Access to 100+ lenders

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.

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LEARN

Deepen your funding knowledge

Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.

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PLAYBOOK

Build a service line around funding

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.

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