United Kingdom 
South Africa Help clients build stronger businesses
Some clients need help to keep on track with debt repayments. Other clients could easily improve their business credit rating. Monitor gives you the insight to help them take action.
We've partnered with 2020 to help you go above and beyond the basics for your clients. Identify business risks and opportunities, and access Experian powered credit bundles to help your clients improve thier credit score and get better supplier terms.
Get started today with insight into your first 10 clients for free
Capitalise empowers you to advise and give your clients access to business performance insights, credit improvement, debt recovery and funding.
Connect a range of business finance solutions, all in one place, and get closer to your clients by helping them build healthier businesses.
Get started with 10 clients for free.
Already registered? Just login to start your trial.
Import your client portfolio, segment and filter as needed
View credit scores, payment performance, CCJs and insights
Track funding facilities, how they’re used and when better options are available
Get tips and talking points from our Corporate Finance Analysis
High risk alerts on CCJs, drops in credit scores
Emerging risks and opportunity to open up discussion points
Connect with Xero, QuickBooks and Sage to get deeper insights
Help your clients discover a healthier way to do business
Share or download as a PDF
Discuss eligibility for funding, grants, R&D and debt recovery
Open up conversations with your clients into new services with our helpful narratives
Get closer to your client and differentiate your service to understand your client's needs better
Keep tabs on product renewal dates
Business health and product utilisation alerts
Open Banking enabled - data is refreshed daily
Use Client tools to invite clients to track their credit profile
Get access to business credit scores, invite clients, access the 100+ lenders on our platform and FREE CPD points. Perfect for those firms who want to try before they buy
Get access to business credit scores, invite clients, access the 100+ lenders on our platform and FREE CPD points. This plan is perfect for new firms just starting out.
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Get access to business credit scores, invite clients, access the 100+ lenders on our platform, on-site training and a dedicated Partnership Manager. This plan is perfect for those growing practices.
Get access to business credit scores, invite clients, access the 100+ lenders on our platform, quarterly strategic reviews and client training. This plan is perfect for more established firms.
Businesses are 4x more likely to get funding with guidance from an accountant. We have a fast, fair process and intelligent matching to banks, alternative finance and independents.
Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.
A 90 day programme that trains, supports and helps you roll out funding as a service line in your practice. For the firm that is serious about funding.
