Our partnership with accountants

Let’s help your clients

Connect with the products in market and insights that solve your clients’ problems, and push your practice forward.
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100+ banks, alternatives & independents

Builds on cloud accountancy data

Industry standard cloud security

Insights, reports, training

A better way to work together

Built around you, not the transaction

We’re here to support you: the accountants. From reports to share with your clients to privacy controls, our service is designed to work for you and your practice.

We’ve got the small print sorted

Over 100 lenders at your fingertips. That’s a lot of legal agreements and processes to get through. Which is why we take care of it, aided by 300 lenders’ support staff.

Secure and private by design

Our platform is hosted by Microsoft Azure and uses the latest technology. Which means we offer you a service level agreement (SLA) and tick all the GDPR boxes.

Always online, just get going

No meetings or long conversations needed. Just jump on and start searching. We’re fast, always online and already integrated into the accounting ecosystem.

Let's get connected

Experience first-hand how Capitalise is making the cloud pay off for accountants too

Products for advisers

BUSINESS FUNDING

Access funding from 100+ lenders for your clients

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

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PRO FOR ADVISERS

The building blocks of your in-house funding service

Offer clients a more strategic service by bringing business funding in-house. Be proactive about building more efficient balance sheets and give your accountants more to talk about.

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TRAINING

Training your staff on funding

Expert led insight into the funding market, products and process to enable your team to spot and progress new opportunities. Train your team to proactively discuss funding, identify needs and support clients through and beyond their initial transaction.

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Why should you use it?

Work closely with your clients

  • Build new revenue stream in your practice
  • Offer valuable advisory services around funding your clients
  • Retain and help your clients grow with finance
  • Immediate access to 100+ lenders on a comprehensive platform

Download Funding PLaybook

We can help you introduce new services to your practice, with insights into process, pricing and ways to communicate.

Go beyond your own funding contacts

Access finance from over 100 lenders. 

50% of UK SMEs only talk to the High St Banks, when looking for finance. Capitalise empowers accountants, solicitors and other advisors, to find, compare and select the right lending for their clients from the wider funding market.

In as little as 3 minutes, you'll be presented with a range of specially selected partners who can not only provide your client with the funds they need, but have a proven track record of successfully funding similar businesses within their sector.

From asset finance, invoice finance and trade finance to merchant cash advances, working capital loans and property funding, you'll be able to quickly and easily submit multiple applications with or on behalf of your client.

Become a Capitalise partner in minutes

Expand your firm's service offering

Working closely with our existing partners we have developed a program to help you expand your service offering, whilst enabling your clients to raise the finance they require.

We want our partners to grow as much as our clients - find out about what rewards and support we offer to our advisers, so when your clients are seeking funding, you are always their first port of call.

Help your clients prepare for funding

Easily support the funding process.

We know advisers often have to help clients with additional documentation during funding - with Capitalise you can be there for your clients by uploading the latest accounts or business information, whenever lenders require it.

Capitalise brings the entire funding search to your fingertips, allowing you to collaborate and track the progress of multiple applications from our easy-to-use platform.

Partner success stories

Learn how our partners are growing with Capitalise.

Find out how we have been helping professional advisers improve their service offering and win new business.

Any questions? Give us a call on 0203 696 9700 or email us at partners@capitalise.com. We'd love to tell you why companies like PKF and Haines Watts trust us with their clients.