A platform for accountants to access a range of capital solutions for their SME clients.
Capitalise.com provides smarter access to capital for SMEs, and their accountants. Business owners who work with an accountant are four times more likely to receive funding than those without an adviser. Capitalise works with 100+ traditional, alternative and fintech lenders throughout the UK, to help accountants find the right finance for their SME clients.
In additional the Capitalise platform gives access to R&D Tax Credit & grant applications, debt recovery and credit improvement.
Capitalise partner with accountants who share their growth mentality. They use in-house technology and data analytics to identify the best financing options available for your SME clients, backed up by robust tried and tested process and innovative and engaging education.
Capitalise are making accessing capital quicker and easier, empowering accountants to play a key role in helping their clients to understand the market so that they can make better business decisions and build healthier and more sustainable balance sheets.
£85/month
A simple referral for debt recovery
Capitalise have partnered up with SRA-regulated Escalate to offer a Capitalise recovery – a debt and dispute resolution service on the Capitalise platform. Here’s all you need to know courtesy of Capitalise. Capitalise | Logo Unpaid invoices have always been a problem. 96% of SMEs have experienced a bad debt, and 70% of SMEs will have at least one commercial dispute every three years.
Capitalise launch Estimated Serviceability Calculator
Using data from Xero, QuickBooks, or Sage cloud accounts, Capitalise are able to build a picture of your client’s affordability
Capitalise QuickBooks Integration
Capitalise pull in the Profit & Loss, Balance Sheet and data around Debtors. This information allows them to speed up the loan application process by completing important sections such as the Trading History and Invoice Finance specific sections, as well as generate insights into funding opportunities based on ratios from the Balance Sheet.
Clarity announce integration with Capitalise
Clarity announce integration with Capitalise!
Introducing Capital Advisory as a Service Line
Capital advisory platform Capitalise has launched a new spin on accountants current advisory offerings.
Post Spring budget | Will your clients thrive or survive?
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