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 funding advisory services

LIGHT

Great for ad hoc referrals to help your clients find funding

£95/month

Partner

Evolve your practice with funding support for clients

£150/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

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
light
  • 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: Up to 20%
  • Pricing: £95 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
  • Client 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
  • Client privacy controls
  • Work in teams
  • Team reporting
  • Single sign on for teams
  • 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
  • Client privacy controls
  • Work in teams
  • Team reporting
  • Single sign on for teams
  • Business credit reports: 50 per month
  • Deal remuneration: 40% + exclusive agreements
  • Pricing: By agreement
light
  • Access to 23 lessons across five modules: Limited access
  • Progress tracking
  • Licenses: 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
  • Licenses: 2 included
pro
  • Training for your team: Onsite tailored
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • Licenses: 5 included
enterprise
  • Training for your team: Onsite tailored
  • Access to 23 lessons across five modules
  • Progress tracking
  • Capitalise Core Certification
  • Capitalise Adviser Certification
  • Licenses: Unlimited
Playbook Read more
partner
  • Dedicated account manager
  • Training for your team: Online in a group
  • Capitalise certification in funding
  • Marketing support & collateral: Online materials
pro
  • Build an internal funding team
  • Dedicated account manager
  • Strategic implementation plan
  • Training for your team: Onsite tailored
  • 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
  • Training for your team: Onsite tailored
  • Capitalise certification in funding
  • Marketing support & collateral
  • Client manager training: Onsite tailored
  • Strategic reviews: One to one
Monitor Read more
light
  • Client profiles: 10
  • Companies House profiles
  • Access to business health reports
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
partner
  • Debt recovery
  • Dispute resolution
  • Pricing: £95 per month
pro
  • Debt recovery
  • Dispute resolution
  • Pricing: £95 per month
enterprise
  • Debt recovery
  • Dispute resolution
  • Pricing: £95 per month

DOWNLOAD CREATE A CULTURE OF FUNDING

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