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

Get started for free

Try out Monitor for up to 10 clients for free. No commitment or credit card required.

A tablet and smartphone displaying financial monitoring and credit score apps, surrounded by a globe icon and a green "C" logo.

Benefits of your flexi plan:

  • Monitor 10 clients for free

  • 40+ health checks per client

  • 2 minutes to get clients setup

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. 

  • View their Experian powered credit score band

  • See any recent changes to their credit score

  • Add Xero, QuickBooks or Sage for more insights

Already registered? Just login to start your trial.

HOW FLEXI PLAN WORKS

  • 1
    Illustration of a mobile screen showing an enquiry form with a cartoon character and chat icons in the background.

    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
    Dashboard displaying notifications for Technitrax Construction and Gillard and Sons, highlighting financial risks and opportunities.

    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
    Credit score dashboard showing a score of 45/100 with alerts. Includes credit limit, company searches, and improvement suggestions.

    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

    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

    • Give your clients access to their business credit scores

    • Access the 100+ lenders on our platform

    • Get free CPD points

  • Essentials

    This plan is perfect for new firms just starting out.

    £95/monthmonthly (plus VAT)

    • Give your clients access to their business credit scores

    • Access the 100+ lenders on our platform

    • Get free CPD points

  • Recommended

    Standard

    This plan is perfect for growing practices.

    £225/monthmonthly (plus VAT)

    • Give your clients access to their business credit scores

    • Access the 100+ lenders on our platform

    • Get free CPD points

    • On site training for your firm

    • Support from a dedicated Partnership Manager

  • Advisory

    This plan is perfect for more established firms.

    £395/monthmonthly (plus VAT)

    • Give your clients access to their business credit scores

    • Access the 100+ lenders on our platform

    • Get free CPD points

    • On site training for your firm

    • Support from a dedicated Partnership Manager

    • Quarterly strategic reviews

    • Client training

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.

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

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