BE THE BANK MANAGER 2.0

Introduce a funding service to your business

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

Wide variety of banks and alternative lenders to suit your client’s needs

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. 

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.

 

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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