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Accountants Features Client monitoring

MONITORING YOUR CLIENT PORTFOLIO MADE EASY

A 360° view of all your clients’ credit profiles, cashflow and funding

Identify which clients need advisory support, what their risks and opportunities are and any relevant products or solutions they might benefit from.

Monitor is your engine room fueled by real-time accountancy data, paired with publically available informationn to make initiating these conversations easy.

Now available in the Xero App Store.
 

HOW Monitor WORKS

1
Get ahead of risks and pinpoint opportunities in your portfolio
Offer proactive solutions before your clients have even identified risks and be the first to spot opportunities for them to improve their financial position.
check icon Import your client portfolio, segment and filter as needed
check icon Identify clients whose cash balance won’t cover short-term liabilities
check icon Track funding facilities, how they’re used and when better options are available
check icon Get tips and talking points from our Corporate Finance Analysis
2
Get closer to your clients with shareable Capital Reports
Prepare for meetings in minutes and supercharge your conversations with all your client’s insights in one easy to navigate Capital Report.
check icon Share with your client and work through it together
check icon Review and compare their business performance
check icon Highlight overdue payments and risks to cashflow
3
Build a healthier future for your firm
Set your firm up for success with a forward-thinking approach that unlocks even more of your advisory potential.
check icon Expand your services, add value and impress your clients
check icon Cut down on admin and manage your time more effectively
check icon Embrace a shift to paperless, real-time digital accounting
check icon Help your clients discover a healthier way to do business
4
Keep track of your clients' bank and credit facilities
See your client through the eyes of a bank manager. Track their bank and credit facilities in a single, easy-to-compare view.
check icon Keep tabs on product renewal dates
check icon Business health and product utilisation alerts
check icon Open Banking enabled - data is refreshed daily

DON’T TAKE OUR WORD FOR IT

Book a demo and try Monitor out for yourself. We’ll take you through all the ins and outs.

BENEFITS OF Monitor

Help clients build stronger businesses

Some clients need help to keep on track with debt repayments. Other clients could easily improve their business credit rating. Monitor gives you the insight to help them take action. 

Impress in client meetings

Ready made or customised business health reports that are simple to share online or print for any client meeting. Be proactive about your 

Manage your time efficiently

Say bye to admin tasks. We identify funding opportunities so that you and your team don’t have to.  

Embrace paperless and real time future

One platform to manage all your clients’ banks and credit facilities. Centralised. In real time. Paperless.

CHECK OUT OTHER FEATURES

Access to 100+ lenders

Businesses are 4x more likely to get funding with guidance from an accountant. We have a fast, fair process and intelligent matching to banks, alternative finance and independents.

Deepen your funding knowledge

Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.

Build a service line around funding

A 90 day programme that trains, supports and helps you roll out funding as a service line in your practice. For the firm that is serious about funding.