Adviser Plans  — FOR ACCOUNTANTS

We've got you covered

From ad-hoc to building a service line, we're here to help you launch funding into your practice.

OUR PLANS

Build up your practice by adding capital advisory services

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
Funding search

HOW DO YOU WANT TO USE CAPITALISE?

Select how much support you want from our team

Compare Features

Marketplace Read more
starter
  • Users: Up to 1
  • Access to 100+ Lenders
  • Cloud accounting integration
  • Adviser Funding Platform
  • Instant Offers under £50,000
  • Support and instant messager
  • Business credit reports: 2 per month
  • Deal remuneration: 17%
  • Pricing: £78 per month
partner
  • Users: Up to 2
  • Access to 100+ Lenders
  • Cloud accounting integration
  • Adviser Funding Platform
  • Instant Offers under £50,000
  • Support and instant messager
  • Team and privacy controls
  • Business credit reports: 10 per month
  • Deal remuneration: 25%
  • Pricing: £150 per month
pro
  • Users: Up to 5
  • Access to 100+ Lenders
  • Cloud accounting integration
  • Adviser Funding Platform
  • Instant Offers under £50,000
  • Support and instant messager
  • Team and privacy controls
  • Multi factor authentication
  • Business credit reports: 50 per month
  • Deal remuneration: 30%
  • Pricing: £295 per month
enterprise
  • Users: Unlimited
  • Access to 100+ Lenders
  • Cloud accounting integration
  • Adviser Funding Platform
  • Instant Offers under £50,000
  • Support and instant messager
  • Team and privacy controls
  • Multi factor authentication
  • Business credit reports: 50 per month
  • Deal remuneration: 40% + exclusive agreements
  • Pricing: By agreement
starter
  • Training for your team: On demand
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • CPD hours: Up to 7h
  • Licences: 1 included
partner
  • Training for your team: Online in a group
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • CPD hours: Up to 7.5h
  • Licences: 2 included
pro
  • Training for your team: Onsite tailored
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • CPD hours: Up to 7.5h
  • Licences: 5 included
enterprise
  • Training for your team: Onsite tailored
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • CPD hours: Up to 7.5h
  • Licences: Unlimited
Playbook Read more
starter
  • Capitalise certification in funding
  • Marketing support & collateral: Online materials
partner
  • Dedicated account manager
  • Capitalise certification in funding
  • Marketing support & collateral: Online materials
pro
  • Build an internal funding team
  • Dedicated account manager
  • Strategic implementation plan
  • Capitalise certification in funding
  • Marketing support & collateral: Tailored support
  • Client manager training: Onsite tailored
  • Strategic reviews: One to one
enterprise
  • Build an internal funding team
  • Dedicated account manager
  • Strategic implementation plan
  • Capitalise certification in funding
  • Marketing support & collateral
  • Client manager training: Onsite tailored
  • Strategic reviews: One to one
Monitor Read more
starter
  • Client profiles: 10
  • Analyse client portfolio
  • Companies House profiles
  • Access to business health reports
  • Connect QuickBooks & Sage
  • Funding Benchmark Score
  • Tracking bank and credit facilities
partner
  • Client profiles: 50 / team
  • Analyse client portfolio
  • Companies House profiles
  • Access to business health reports
  • Connect QuickBooks & Sage
  • Funding Benchmark Score
  • Tracking bank and credit facilities
  • Corporate finance analysis
pro
  • Client profiles: 100 / team
  • Analyse client portfolio
  • Companies House profiles
  • Access to business health reports
  • Connect QuickBooks & Sage
  • Funding Benchmark Score
  • Tracking bank and credit facilities
  • Corporate finance analysis
enterprise
  • Client profiles: Unlimited
  • Analyse client portfolio
  • Companies House profiles
  • Access to business health reports
  • Connect QuickBooks & Sage
  • Funding Benchmark Score
  • Tracking bank and credit facilities
  • Corporate finance analysis
Adviser app Read more
partner
  • Raise funding enquiries to internal Funding Team
  • Real-time updates while on the move
  • Technical support
pro
  • Raise funding enquiries to internal Funding Team
  • Real-time updates while on the move
  • Technical support
enterprise
  • Raise funding enquiries to internal Funding Team
  • Real-time updates while on the move
  • Technical support
Recovery Read more
starter
  • Debt recovery
  • Dispute resolution
  • Recovery case remuneration: 1%
  • Pricing: £95 per month
partner
  • Debt recovery
  • Dispute resolution
  • Recovery case remuneration: 3%
  • Pricing: £95 per month
pro
  • Debt recovery
  • Dispute resolution
  • Recovery case remuneration: 3%
  • Pricing: £95 per month
enterprise
  • Debt recovery
  • Dispute resolution
  • Recovery case remuneration: 3%
  • Pricing: £95 per month

DOWNLOAD CREATE A CULTURE OF FUNDING

Find out how to make funding into a service line in your accounting firm