Explore more insights

accountants

Client tools: Discounts and more data to monitor clients

Ollie Maitland Nov 23, 2022

Exciting news! We’ve launched two new features to supercharge how you use ‘Client Tools’ and invite your clients into your new service. Now also with an option to give them a discount up to 25% every month.
 

Offer your clients a discount on new credit tools 

When inviting a client into ‘Client Tools’ there is a new option to offer a discount using your referral URL. When you go to the referral link, you can now choose between “Revenue share” and “Offer discounts”. 

Whether this is just for your higher value clients or for all your clients, this is a great way to give them a little extra.
 

We’ve added data for more segmentation

Introducing the new “Risk profile” tab on Monitor (found on the right of the table) which gives an overview of your clients to show:

  • Your clients credit score and any changes
  • Payment trends and if your client is paying suppliers late
  • Any negative risk factors influencing your client’s credit score
  • Any CCJs outstanding

Together with the cloud accounting data found in the “Financial” tab we’ve created a way to track the financial health of your clients easier.  

At a time when small businesses are facing a number of challenges this overview presents the opportunity to safeguard clients against adverse financial or credit risks impacting their business.
 

Login now and give a little extra to your clients

finance
profitability
help
alternative finance
invoice finance
fintech
news
accountant
case study
trade finance
contract finance
working capital
startup loans
refinancing
fashion finance
merchant cash advance
future accountant
product of the month
women in funding
partner of the month
business tips
accountants
accounting
product
forecasting
live session
accountex
2019
capitalise
funding
monitor
ai
international women's day
covid19 coronavirus
corporate finance
accounting firm
m&a
asset finance
hire purchase
businesses
credit score
rls
business funding
business credit score
south africa
business
adviser
small business
business loan
property finance
commercial mortgage
credit imporvement
spring budget 2023
small businesses
spring budget
ccj
inflation
commercial mortgages
trade debtors
cash flow
truck finance
late payments
lorry finance
manufacturing
building a financial safety net
healthcare
trade debtor days
overdraft
bridging loan
credit checks
interest rates
overtrading
templates
balance sheet
construction
bad debt
company credit checks
debt collection
credit control
check company credit
business loans
instant offer
credit scores
credit review service
economy
company credit check
commercial property
revolving credit facility
line of credit
property
recovery loan scheme
growth guarantee scheme
business finance
business credit scores
Follow Us
Sign Up to Receive Updates

Related content

  • Post Wrapper

    business tips, accountants

    When working remotely becomes more than just a dream

    Hear how Ben Nacca achieved the dream

    Adriana Amato
  • Post Wrapper

    news, finance, accountants

    Tier 1 lenders increase their product offering

    So much more than just working capital. 

    Paul Surtees
  • Post Wrapper

    news, accountants, fintech

    Nesta Open Up Challenge Finalist

    Capitalise wins a place on the Open Up Challenge Stage 2 by Nesta's Challenge Prize Centre:

    Paul Surtees
  • Signup to our newsletter

    Have insights about the accounting community sent straight to your inbox. Sign up to our newsletter.