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Annual free Credit Reviews for your clients now part of our plans!

Product update

Capitalise Aug 16, 2023

Our accounting partners have been transforming their client success with Credit Reviews - unleashing a staggering £20m in working capital in just 3 months.

With more comprehensive and recent financial data (including full filed accounts and management accounts), the Credit Review Service has improved credit scores for over 9 in 10 cases.

"I am a big fan of Capitalise For Business, it can be cashflow for businesses. Just need to get the word out" - Julie Mole, Crowe

 

Free annual Credit Reviews now included in our pricing

As of 1st September we’re launched new pricing which allows our accounting partners to access exclusive pricing to include a Credit Review Service in our Enterprise and Pro client licences *.

This means getting more out of your existing plans! 

*A great way to add value to your client relationships with over 50% discount off RRP*

Book in a call to discuss with one of our team to find out more.

 

New, faster Credit Review workflow!

We know our accounting partners well enough to know that you like a fast workflow so we’ve created a dedicated workflow from Monitor to create a Credit Review case.

Open up the side panel for your client and check their eligibility under the “Client access” tab:

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