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Capitalise

5 out of 5 stars
Protect and boost cash flow with Capitalise.com. Advisory Insights | Improve credit scores | Experian data | Recover bad debts | Track bank facilities | Funding eligibility | Capital Reports

Overview

Capitalise gives you transparency and control over business finance. Unlock your advisory potential with data combined from Xero, credit insights from Experian and Companies House.

Strengthen and streamline your firm to deliver more to your clients, in less time. Supercharge your team's client conversations with new powers of advisory insights, business credit scores analysis and funding eligibility checks.

Capital advisory helps you retain and grow all your client accounts with solutions that keeps the relationship close. Keep us in your back-pocket to be first to identify risks and be the first to identify opportunities for your clients to thrive.

Advisory insights: Access 30+ corporate finance insights on every client

Improve credit scores: Full credit profiles, powered by Experian, on every client with options to improve their scores

Segment your portfolio: Save time and see an instant analysis of which clients need your attention

Track facilities: Complete visibility of your clients capital position and check the eligibility for funding

Recover bad debts: Identify risks of debtors failing to pay and take action to recover funds.

Capital Reports: Collaborate with your clients using our shareable reports, primed with advisory talking points

Our new shareable reports enhance advisory conversations. Point out cash flow trends, highlight overdue payments, review business performance numbers and view credit scores for all your clients. Be the catalyst for more informed, strategic business decisions.

No painful set-up processes - all you have to do is connect your client’s Xero data and Monitor will do the rest for you.

Explore all features of Capitalise

Capitalise + Xero

Xero data powers the insights and reports on Capitalise so by connecting each client you will get a full profile of the current risks and opportunities. On connecting, data is pulled to show trends of business performance, cash and capital going back 3 years. Monitor can be used to identify advisory conversations to have with your clients and share reports with combined Xero, Companies House and Experian data all in a single report.

Reviews & ratings

5.0 out of 5 stars
27 Reviews
5 star(100%)
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BW
Beverley Wakefield
Posted
5 out of 5 stars

Awesome additional offering

The ability to support our clients with funding opportunities and to add value through assessing and reviewing their credit reports, and expected immediate need for finance but also reviewing their bad debts and credit reports of their customers. It's really a no-brainer. Plus, the team are amazing. Special thanks to the ever patient Toby!
GT
Graeme Tennick
Posted
5 out of 5 stars

Not to be missed

Such an easy tool supported by an amazing team that has added tremendous value to our clients time after time.
EW
Emily Win
Posted
5 out of 5 stars
The Capitalise team provide a platform that easily facilitiates our clients getting access to funding requests across a multiple of lenders and provide the personal feedback on lender decisions so the client can make an informed decision.
Additional info

Shared data

Xero
Capitalise
Accountsshared from Xero to Capitalise
Reportsshared from Xero to Capitalise
Journalsshared from Xero to Capitalise
Invoicesshared from Xero to Capitalise
Contactsshared from Xero to Capitalise
Bank Transactionsshared from Xero to Capitalise

App details

Added in 2022

Countries

South Africa, United Kingdom

Languages

English

Support

Contact supportsupport@capitalise.com

Contact

+4420 3696 9700

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.