MONITORING YOUR CLIENT PORTFOLIO MADE EASY
Get a 360° view of all your clients’ credit profiles, cashflow and funding
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
Try out Monitor for up to 10 clients for free. No commitment or credit card required.
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Benefits of your flexi plan:
Monitor 10 clients for free
40+ health checks per client
2 minutes to get clients setup
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Power up your firm with our Flexi plan
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.
HOW FLEXI PLAN WORKS
- 1
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Upload clients to instantly see their financial position
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 identify when better options are available
Get tips and talking points from our Corporate Finance Analysis
- 2
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Review risks and opportunities in your client portfolio
Spot emerging risks and opportunities, 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
- 3
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Download the Capital Report and speak to your clients
Share the report, 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 clients and differentiate your services
- 4
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Invite clients to use Capitalise for Business
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
OUR PLANS
How many clients do you want a deeper relationship with?
FLEXI - FREE TRIAL
Perfect for those firms who want to try before they buy
FREE
Essentials
This plan is perfect for new firms just starting out.
£95/monthmonthly (plus VAT)
- Recommended
Standard
This plan is perfect for growing practices.
£225/monthmonthly (plus VAT)
Advisory
This plan is perfect for more established firms.
£395/monthmonthly (plus VAT)
Benefits of monitor
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.
Impress in client meetings
Ready made or customised business health reports that are simple to share online or print for any client meeting.
Manage your time efficiently
Say bye to admin tasks. We identify funding opportunities so that you and your team don’t have to.
Embrace paperless and real time future
One platform to manage all your clients’ banks and credit facilities. Centralised. In real time. Paperless.
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Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
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Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.
Phil Burnell
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With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods
Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.
Phil Burnell
With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods
Using Capitalise to offer funding, strengthens our brand and sets us apart from competitors
Joe David
Not only do we manage compliance but we can also raise funds and really provide a full finance director service, changing a client’s perception of what an accountant actually does.
Phil Burnell
With platforms such as Capitalise, we are able to see all lenders and package this for clients to decide the best solution.
Alan Woods