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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 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, as well as improvements to our learning modules. 

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:


  • Saving you time when reviewing clients’ finances – the new automatic facility detection and insights features in our Monitor client intelligence tool offers a helping hand when you’re busy juggling multiple tasks and queries. Monitor can now detect clients’ bank and lending facilities, track repayments and even see when they’re up for renewal. Having these insights automated and available at the click of a button saves you time and raises your awareness of clients’ capital position – as well as highlighting any red flags that will require action.


  • 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. 


  • Strengthen client relationships with deeper insights – the more you know about your clients financial position, the more ammunition you have when sitting down with them for a meeting or catch-up. Monitor helps you pull out all the most relevant insights from your client portfolio, giving you conversation starters, action points and key pain points to discuss. When your clients feel that you know their business inside out, that’s the best way to help build and nurture an excellent working relationship.


  • Enhance your 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

At Capitalise, we’re always looking to enhance your capabilities and learning as an accountant. These new updates to our Capital Advisory platform free up time, pull out deeper insights and allow you to focus on what you do best – helping clients overcome their pain points and build a successful and stable business.

If you want to know more about our Capital Advisory approach, please do get in touch with our team to find out more or book a short chat here

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