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

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
  • 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
  • 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
  • Work in teams
  • Team reporting
  • Single sign on for teams
  • Business credit reports: 50 per month
  • Deal remuneration: 40% + exclusive agreements
  • Pricing: By agreement
partner
  • Training for your team: Online in a group
  • Cloud hosted learning tool: Includes 2 licenses
  • Access to 11 lessons across two modules
  • Progress tracking
  • Capitalise certification
  • Licenses: 2 included
pro
  • Training for your team: Onsite tailored
  • Cloud hosted learning tool: Includes 5 licenses
  • Access to 11 lessons across two modules
  • Progress tracking
  • Capitalise certification
  • Licenses: 5 included
enterprise
  • Training for your team: Onsite tailored
  • Cloud hosted learning tool: Unlimited
  • Access to 11 lessons across two modules
  • Progress tracking
  • Capitalise certification
  • Licenses: Unlimited
light
  • Cloud hosted learning tool: Includes 1 licence
  • Access to 11 lessons across two modules
  • Progress tracking
  • Licenses: 1 included
Playbook Read more
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
light
  • Dedicated account manager
partner
  • Dedicated account manager
  • Training for your team: Online in a group
  • Capitalise certification in funding
  • Marketing support & collateral: Online materials

DOWNLOAD CREATE A CULTURE OF FUNDING

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

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