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Capitalise is in the Xero App Store

We’re very happy to bring our advisory insights, tools and reports to accounting practices that use Xero.

Ollie Maitland Apr 12, 2022

Many of our accounting partners love the power of Xero and so we’re very happy to bring our advisory insights, tools and reports to accounting practices that use Xero. 

Now available to all our subscribers, Monitor from Capitalise comes with a range of tools with a combination of Experian, Xero and public Companies House records all together in a single platform.

 

Differentiate your service offering in the market

 

Monitor helps your firm build deeper relationships with your clients and gives you the edge in pitching for new work.

 

Working with Capitalise means we can help our clients get ahead of upcoming cashflow gaps. The Monitor/Xero integration means we can help our clients take control of their business finances: monitoring business credit scores, raising funding, identifying potential bad debts and much more.

Joe Lennon - Partner at Wellers

Strengthen and streamline your firm to deliver more to your clients, in less time. Supercharge your team's client conversations with new powers of advisory insights and ways to increase the cash available in a business. 

From funding, improving credit scores, recovering bad debts, grants and R&D we cover many of the key ways a business can bring cash into their balance sheet.

 

Features which support this are:

 

  • Advisory insights: Access 30+ cash flow and business finance insights on every client allowing you to identify risks and opportunities.

  • Specialist support: Our specialists and Partnership Managers will help you with reviewing your portfolio.

  • Capital Reports: Collaborate with your clients using our shareable reports, primed with advisory talking points

  • Improve credit scores: Exclusive credit profiles and insights, powered by Experian on every client with options to improve their scores

  • Segment your client portfolio: Save time and see an instant analysis of which clients need your attention

  • Track facilities: Complete visibility of your clients capital position and check the eligibility for funding

  • Recover bad debts: Identify risks of debtors failing to pay and take action to recover funds.

  • Grants, R&D and more: Expand your firm’s capabilities with access grants and R&D too.

  • CPD certified training: onboarding tailored to your firm with online courses, team training and dedicated account management.

 

See a demo and trial the Monitor product

 

If you’re already using Capitalise then speak to your account manager who can help you get the most out of Monitor. If you’re new to Capitalise click here to find out more about how you can use Monitor to help unlock your advisory potential and help your clients build a healthier business. 

 

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