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.
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.
All you need to get started is a list of your clients you wish to add to Capitalise. Simply import your list of company registration numbers, connect them up and we’ll crunch the data. Let us help you find spot risks to future plans and opportunities to maximise growth. All through our Monitor platform.
Click “Get this app” to start a 30 day trial on Monitor and our team of specialists are here to answer any questions you might have.