CAPITALISE FOR ACCOUNTANTS
Boost your firm’s advisory by protecting clients' cash flow
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Why partner with us
Grow your firm with new services
With a dynamic suite of credit and funding tools, it doesn’t just drive new services in your accounting firm; it fuels invaluable financial support to your clients too.
Build deeper relationships with clients
Capitalise’s advisory services present an opportunity for firms to cover the entire spectrum. From startup support to exit strategies, foster deep and long-term relationships with clients.
Win and attract new clients
In a fiercely competitive landscape, don’t just meet client expectations, exceed it by providing services they would not typically access from other accounting firms.
Our ecosystem
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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
We’re now able to get closer to our clients and really dive into their business plans and goals, working with them every step of the way.
Eriona Bajrakurtaj
For our loss making businesses, understanding their credit score enabled them to get a better understanding on how to access more finance, alongside allowing us to go above and beyond for them.
Alastair Barlow
CEO & Co-Founder of Flinder
We partnered with Capitalise as it gave our clients access to a greater access to funding and their credit score, whilst creating a new revenue stream.
Gavin Spencer
Managing Director, Beach Accountants
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
The process was extremely easy. I was able to prepare the information required in less than 30 minutes rather than hours through a bank.
Behnaz Rayati
Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
For your clients
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Empower your clients with their Experian-powered credit profile
Offer a comprehensive view of their financial prowess, and unlocking their full credit profile and score
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Boost their business credit score
Get a credit profile professionally reviewed by Experian and have a 96% chance of improving it.
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Identify risks to cash flow
Protect client cash flow security by enabling them to access partner companies' credit reports, ensuring rock-solid protection for their business.
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Find funding from 100+ lenders
Connect clients to a marketplace of tier 1-3, backed by expert guidance from our funding specialists.
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Monitor your client's cash flow
Stay one step ahead and pinpoint clients in need of crucial advisory support, by uncovering any risks and opportunities to their cash flow.
Upskill your team with CPD-accredited courses
Learn the funding market, how to start conversations with clients and get Capitalise-certified (and getting those CPD hours in) with our online educational tool.
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Training programme and onboarding for your team
We will complete a service rollout programme for your firm.
With a dedicated Partnership Manager throughout your journey, we ensure you and your team get the proper training material and support you need.
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Want to find out more?
Book in a call with the team and together we can go through your challenges and what you're trying to achieve for your firm.