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Working smarter, not harder – how Capitalise enhances your firm’s efficiency

New time-saving automation and insight features we’ve been developing, as well as improvements to our learning modules.

Paul Surtees Nov 29, 2021

The past 18 months have been an extremely busy time for the accounting industry. Helping your clients cope with the impact of a global pandemic has certainly increased your workload, leaving little time to focus on higher-value Capital Advisory services. But by making the most of the latest updates to the Capitalise platform, there are ways to improve your efficiency in 2022.


In this month’s product update, we’ll explain the new time-saving automation and insight features we’ve been developing in Monitor, as well as improvements to Playbook and Learn. 

What’s new for November?

Getting clients safely through the challenges of Covid has certainly eaten into your business time. To help you combat this, our Product team has been burning the midnight oil, coming up with ways to streamline, automate and enhance the Capitalise platform. Whether you’re wanting to educate your practice team, look for routes to finance for clients or keep an eye on clients’ capital position, we’ve made the platform easier, faster and (crucially) smarter.

These updates add value for the practice in a number of ways:


Keeping an eye on Covid financial support loans – where clients have taken out government-backed loans via the CBILS, Bounce Back Loan or Recovery Loan Scheme routes, you’ll need to keep tabs on these repayments. Using the built-in insight features of Monitor, you can now see exactly which loan facilities your clients have taken out, when repayments are due and if there’s sufficient working capital to make these payments. By keeping payments timely, you help clients avoid any penalty fines and get their debt paid off as quickly as possible.

Mobile access to the Capitalise platform – with most accounting firms now working in the cloud and going paperless, it makes sense to also have access to your Capitalise tools on the go. You can now access the platform from anywhere, via your mobile device, making it easier to review your home dashboard.

Improved search functionality in Playbook – you don’t want to waste precious time looking for the right content. So we’ve updated the search functionality to make it easier to find the right content and marketing materials in the Capitalise platform. With subject based tags for each item, you can now quickly search and access the content you’re looking for, helping you easily navigate our library of 100+ useful documents, factsheets and templates – getting you up and running as fast as possible.

Enhance your Capital Advisory learning with CPD points – you can now earn Continuing Professional Development (CPD) points via our Learn education and training modules. Keep your practice team’s skills up to date and allow them to track progress through each Learn module. We’ll even send notifications to remind you and your team to complete any unfinished modules.

Go deeper with Capital Advisory

We’re always looking to enhance your capabilities and learning as a Capital Adviser. These new product updates help to free up time, pull out deeper insights and let you focus on what you do best – helping clients overcome their pain points to build a successful and stable business.

If you’ve got any questions about the latest updates, please do get in touch with your Partner Manager to find out more. 

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