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.
Or give us a call today on 020 8038 2214. We're ready to help.
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Benefits of your flexi plan:
Monitor 10 clients for free
40+ health checks per client
2 minutes to get clients setup
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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.
What you get for every client
Power up your practice
- Our funding marketplace
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.
- More about Capital Reports
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 monitor
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 partner services
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.
HOW FLEXI PLAN WORKS
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Upload clients to instantly see their financial position
Import your client portfolio, segment and filter as needed
View credit scores, payment performance, CCJs and insights
Track funding facilities, how they’re used and identify when better options are available
Get tips and talking points from our Corporate Finance Analysis
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Review risks and opportunities in your client portfolio
Spot emerging risks and opportunities, to open up discussion points
Connect with Xero, QuickBooks and Sage to get deeper insights
Help your clients discover a healthier way to do business
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Download the Capital Report and speak to your clients
Share the report, or download as a PDF
Discuss eligibility for funding, grants, R&D and debt recovery
Open up conversations with your clients into new services with our helpful narratives
Get closer to your clients and differentiate your services
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Onboard your clients to monitor their credit scores
Onboard your clients to monitor their business credit score, powered by Experian
Set and control what services they can get from your firm
Be alerted if the client needs anything - from funding to urgent corporate action
Try 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 for you, 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.
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Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
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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
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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