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

START CREATING A CULTURE OF FUNDING IN YOUR FIRM

Find out how to make funding into a service line in your accounting firm. Download our guide. 

our plans

Build up your practice by adding capital advisory

STARTER

Everything you need to start: Raise, recover and monitor your clients' capital needs

£78/month

Partner

Everything you need to advance: Evolve your practice with capital support for your client portfolio

£150/month

recommended

pro

Everything you need to be the experts: Do more than refer, build a service line around capital

£295/month

enterprise

Everything you need for a national roll out: Multi office, added security, co-branding & strategic advice

POA

Just looking to help a client? Dive straight into a funding search without signing up
Search as a business

DOWNLOAD "CHARGING FOR FUNDING SERVICES"

Explores the different pricing and charging models for funding services. 

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.
 

Find out more
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.

 

Meet our team
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

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