BE THE BANK MANAGER 2.0

Roll out funding as a service

Empowering accountants to be the new relationship managers for finance. Help your clients and evolve your practice.

100+ banks, alternatives & independents

Builds on cloud accountancy data

Industry standard cloud security

Insights, reports, training

our plans

Build up your practice by adding funding advisory

light

Great for ad hoc referrals to help your clients find funding

£95/month

recommended

pro

Do more than refer, build a service line around funding

£295/month

enterprise

Multi office, added security, co-branding and strategy advice

POA

Compare all features

SUPPORTING TEAMS

Training

Our training team have a wealth of experience in accounting and finance. Accounting tech, banking, finance, we even have ex accountants in our training team. Your firm is in capable hands.
 

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Account managers

Supporting with your questions and anything funding related are our helpful Partnerships managers. They are your point of contact and know how to get things done.

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Funding specialists

No one knows how to get funded better than our Funding Specialists. With a wealth of knowledge of the changing lender requirements, they will do anything within their power to help with your application.

Meet our team

LET'S TALK PLAYBOOK

Introduce a service line around funding. We help you with the process, pricing and marketing communications.

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