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Accountants Overview

TRY OUR FLEXI PLAN

Trial a new standout client service - free for 10 clients

We're here to help your clients on their business journey - start to exit. Support your clients who need help with business finance but without building an advisory team.

Now available with 10 clients for free - and on the Xero App Store.
Try for free Get started with 10 clients for free when you signup to our Flexi plan

Power up your firm with our Flexi plan

Get started with 10 clients for free to fund and monitor the financial health of your clients

  • View their Experian powered credit score band
  • See any recent changes to their credit score
  • Add Xero, QuickBooks or Sage for more insights

Already registered? Just login to start your free trial.

Try out Flexi plan

What you get FOR EVERY CLIENT

Power up your practice

Access to 100+ lenders and funding specialist support

Help your clients access business finance from a wide panel of lenders. Create an application and we'll take it from there with support from our Funding Specialists.

Our funding marketplace

Credit scoreS and risk factors powered by Experian

Get a credit report on every client, powered by Experian. Understand the funding eligibility and access to our Credit Review Service to seek an improve their score (an additional fee)

More about Capital Reports

Alerts on risks and opportunities for the client

Monitor tracks over 40 health metrics for each client to make sure you're always up to speed on any risks or opportunities on each of your clients.

More about Monitor

Grants, R&D Claims and debtor recovery services

Work with our partner services to access industry grants, R&D Claims (and funding) plus recovering debts from the debtor book.

More about partner services

HOW FLEXI PLAN WORKS

1
Upload clients to instantly see their financial position
check icon Import your client portfolio, segment and filter as needed
check icon View credit scores, payment performance, CCJs and insights
check icon Track funding facilities, how they’re used and when better options are available
check icon Get tips and talking points from our Corporate Finance Analysis
2
Review risks and opportunities in your client portfolio
check icon Spot emerging risks and opportunities, to open up discussion points
check icon Connect with Xero, QuickBooks and Sage to get deeper insights
check icon Help your clients discover a healthier way to do business
3
Download the Capital Report and speak to your client
check icon Share or download as a PDF
check icon Discuss eligibility for funding, grants, R&D and debt recovery
check icon Open up conversations with your clients into new services with our helpful narratives
check icon Get closer to your clients and differentiate your services
4
Onboard your clients to monitor their credit scores
check icon Onboard your clients to monitor their business credit score, powered by Experian
check icon Set and control what services they can get from your firm
check icon Be alerted if the client needs anything - from funding to urgent corporate action

TRY IT OUT WITH 10 CLIENTS FOR FREE

Book a demo and try Monitor with 10 clients right away. We'll help you get set-up and onto a plan.

Benefits of Flexi

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

Use ready made and customised business health reports. They're simple to share online or print for any client meeting.

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

One platform to manage all your clients’ banks and credit facilities. Centralised. In real time. Paperless.

GET STARTED WITH FLEXI PLAN

Get started with funding and insights for 10 clients for free. No commitment, no credit card required.