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.
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.
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.