PARTNER PLANS

We've got you covered

Our pricing plans are designed to give every business in your client portfolio an equal chance of success. This includes access to business performance insights, Experian powered credit scores and plans, funding, CPD points and a dedicated Partnership Manager.

From growing practices to more established firms, we have a pricing plan that works for all.

OUR PLANS

How many clients do you want a deeper relationship with?

  • FLEXI - FREE TRIAL

    Perfect for those firms who want to try before they buy

    FREE

    • Give your clients access to their business credit scores

    • Access the 100+ lenders on our platform

    • Get free CPD points

  • Essentials

    This plan is perfect for new firms just starting out.

    £95/monthmonthly (plus VAT)

    • Give your clients access to their business credit scores

    • Access the 100+ lenders on our platform

    • Get free CPD points

  • Recommended

    Standard

    This plan is perfect for growing practices.

    £225/monthmonthly (plus VAT)

    • Give your clients access to their business credit scores

    • Access the 100+ lenders on our platform

    • Get free CPD points

    • On site training for your firm

    • Support from a dedicated Partnership Manager

  • Advisory

    This plan is perfect for more established firms.

    £395/monthmonthly (plus VAT)

    • Give your clients access to their business credit scores

    • Access the 100+ lenders on our platform

    • Get free CPD points

    • On site training for your firm

    • Support from a dedicated Partnership Manager

    • Quarterly strategic reviews

    • Client training

Client plans

Flexi


  • Enterprice bundles: POA

Essentials


  • Enterprice bundles: POA

Standard


  • Enterprice bundles: POA

Advisory


  • Enterprice bundles: POA

For your firm

Flexi


  • Roll out plans: Unique referal link

  • Client monitoring and insights: 10

  • Funding commission: 10%

  • Credit Review Service: Discounted price

  • Debt Recovery Service: Fee based on amount

  • Online learning

  • Dedicated support: Email and chat only

Start a trial

Essentials


  • Roll out plans: Platform invite

  • Client monitoring and insights: 100

  • Funding commission: 20%

  • Credit Review Service: Discounted price

  • Debt Recovery Service: Fee based on amount

  • Online learning

  • Personalised team training

  • Dedicated support: Email and chat only

Book a demo

Standard


  • Roll out plans: Partnership Managers

  • Client monitoring and insights: 250

  • Funding commission: 30%

  • Credit Review Service: Discounted price

  • Debt Recovery Service: Fee based on amount

  • Online learning

  • Personalised team training

  • Dedicated support: Partnership Manager

Book a demo

Advisory


  • Roll out plans: Partnership Managers

  • Client monitoring and insights: 1000+

  • Funding commission: 30%

  • Credit Review Service: Discounted price

  • Debt Recovery Service: Fee based on amount

  • Online learning

  • Personalised team training

  • Dedicated support: Partnership Manager

Book a demo

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