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, funding, CPD points and a dedicated Partnership Manager.
From growing practices to more established firms, we have a pricing plan that works for all.
%3Aquality(80)%3Afill(transparent)&w=3840&q=75)
OUR PLANS
How many clients do you want a deeper relationship with?
FLEXI - FREE TRIAL
Perfect for firms who want to try before they buy
FREE
Essentials
This plan is perfect for new firms just starting out.
£95/monthmonthly (plus VAT)
- Recommended
Standard
This plan is perfect for growing practices.
£225/monthmonthly (plus VAT)
Advisory
This plan is perfect for more established firms.
£395/monthmonthly (plus VAT)
Capitalise for Business licences
Flexi
Enterprise licences: POA
Essentials
Enterprise licences: POA
Standard
Enterprise licences: POA
Advisory
Enterprise licences: POA
Compare Features
Capitalise for Business licences
Flexi
Essentials
Standard
Advisory
Enterprise licences
POA
POA
POA
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
Onboarding support
Dedicated support: Email and chat only
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
Onboarding support
Dedicated support: Email and chat only
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
Onboarding support
Dedicated support: Partnership Manager
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
Onboarding support
Dedicated support: Partnership Manager
For your firm
Flexi
Essentials
Standard
Advisory
Roll out plans
Client monitoring and insights
Funding commission
Credit Review Service
Debt Recovery Service
Online learning
Personalised team training
Onboarding support
Dedicated support
Unique referal link
10
10%
Discounted price
Fee based on amount
Email and chat only
Platform invite
100
20%
Discounted price
Fee based on amount
Email and chat only
Partnership Managers
250
30%
Discounted price
Fee based on amount
Partnership Manager
Partnership Managers
1000
30%
Discounted price
Fee based on amount
Partnership Manager
%3Aquality(80)%3Afill(transparent)&w=384&q=75)
Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
%3Aquality(80)%3Afill(transparent)&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)%3Afill(transparent)&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
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