Explore more insights

product, accountants

Product update: Improved Capital Report PDFs

Ollie Maitland Jun 12, 2024

Older than many of our employees at Capitalise, PDFs have been the go to printable format for documents since the 1990s. Luckily, your veteran product team recognise that an end of year reporting pack is PDF central and so we’ve tidied up our Capital Report PDFs this month.

Our Capital Reports have been used regularly by over 500 accountants in the last 12 months to guide their clients and provide key insights regarding their financial health, including:

 

Business credit report details

  • Business credit score used by banks, lenders and partners when assessing risk
  • Risk factors impacting how their business credit score is calculated
  • Payment performance when settling trade and supplier credit
  • Registered legal notices that could be damaging their business profile

Cash flow performance metrics

  • Latest and annual financial metrics to measure business performance and growth
  • Cash flow management to track a company’s ability to cover their short-term obligations
  • Customers with payments overdue to identify locked up cash in the debtor book

 

Expanded credit risk factors

We’ve expanded the credit risk factors section so you can share key insights with your clients on what’s impacting their business credit score. Business credit scores are essential when applying for finance, tendering for new contracts and maintaining a positive business profile. With this extra layer of detail, you can provide genuine value to your client and formalise a plan for improving or defending their score.

 

Improved report formatting

More than just a fresh lick of paint! We’re continuously working hard to improve the presentation of our Capital Reports so they’re easier to digest and share. Our latest improvements include updates to the fonts and sizes used, how sections and data break across different pages so the report flows better, and some tidying up on excess spacing and content alignment.

We hope you like the updates, but we always welcome feedback and suggestions on how we can improve further?

What’s in development?

We appreciate that you need to tailor your reporting needs and conversations with clients, so we’ve been working hard on one of our most requested features. 

We’re giving you the control of our Capital Report PDFs, to choose the sections you want to include or exclude in the PDF download. Now you’re in control of your reporting and client conversations!

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

Signup to our newsletter

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