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Accountants Features Plans

TRY OUR FLEXI PLAN

Trial a new standout client service - free for 10 clients

We're here to help your clients on their business journey - start to exit. Support your clients who need help with business finance but without building an advisory team.

Now available with 10 clients for free - and on the Xero App Store.
Try for free Get started with 10 clients for free when you signup to our Flexi plan

Power up your firm with our Flexi plan

Get started with 10 clients for free to fund and monitor the financial health of your clients

  • 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 free trial.

Try out Flexi plan View our advisory plans for large firms

What you get FOR EVERY CLIENT

Power up your practice

Access to 100+ lenders and funding specialist support

Help your clients access business finance from a wide panel of lenders. Create an application and we'll take it from there with support from our Funding Specialists.

Our funding marketplace

Credit scoreS and risk factors powered by Experian

Get a credit report on every client, powered by Experian. Understand the funding eligibility and access to our Credit Review Service to seek an improve their score (an additional fee)

More about Capital Reports

Alerts on risks and opportunities for the client

Monitor tracks over 40 health metrics for each client to make sure you're always up to speed on any risks or opportunities on each of your clients.

More about Monitor

Grants, R&D Claims and debtor recovery services

Work with our partner services to access industry grants, R&D Claims (and funding) plus recovering debts from the debtor book.

More about partner services

deciding which PLan is right

Our platform can work in two key ways for your firm

Great to firms who want to have a solution for your clients to raise and protect their capital but don't have a dedicated advisory or corporate finance team.

> Start trial with 10 clients

check icon Start with just 10 clients for free
check icon Compliant payment of commission monthly
check icon Specialist support and 100+ lenders
check icon Onboarding your clients so they can self serve

For firms who are building and offering out corporate finance advisory services such as raising finance, restructuring and other capital raising services. Onboarding, training and account management to rollout the full service.

> View our advisory plans

check icon Regular portfolio reviews and training across the team
check icon Strategically managed rollout solution across multiple teams
check icon Control the process to add your own advisory service fees and workflow

HOW FLEXI PLAN WORKS

1
Upload clients to instantly see their financial position
Offer proactive solutions before your clients have even identified risks and be the first to spot opportunities for them to improve their financial position.
check icon Import your client portfolio, segment and filter as needed
check icon View credit scores, payment performance, CCJs and insights
check icon Track funding facilities, how they’re used and when better options are available
check icon Get tips and talking points from our Corporate Finance Analysis
2
Review risks and opportunities in your client portfolio
Set your firm up for success with a forward-thinking approach that unlocks even more of your advisory potential.
check icon High risk alerts on CCJs, drops in credit scores
check icon Emerging risks and opportunity to open up discussion points
check icon Connect with Xero, QuickBooks and Sage to get deeper insights
check icon Help your clients discover a healthier way to do business
3
Download the Capital Report and speak to your client
Prepare for meetings in minutes and supercharge your conversations with all your client’s insights in one easy to navigate Capital Report.
check icon Share or download as a PDF
check icon Discuss eligibility for funding, grants, R&D and debt recovery
check icon Open up conversations with your clients into new services with our helpful narratives
check icon Get closer to your client and differentiate your service to understand your client's needs better
4
Onboarding your clients to monitor their credit scores
Give access to your clients to see and monitor their credit score. Our award winning Capitalise for Business platform will do the work for you.
check icon Onboard your clients to monitor their business, powered by Experian
check icon Set and control what services they can get from your firm
check icon Be alerted if the client needs anything - from funding to urgent corporate action

TRY IT OUT WITH 10 CLIENTS FOR FREE

Book a demo and try Monitor with 10 clients right away. We'll help you get set-up and onto a plan.

TIMES TO SPEAK TO YOUR CLIENTS

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. Be proactive about your 

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.

GET STARTED WITH FLEXI PLAN

Get started with funding and insights for 10 clients for free. No commitment, no credit card required.