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Capitalise partners with Xero giving accountants business credit insights

By Joy Dumasia

April 13, 2022

  • Accountants
  • Asset Management
  • Capitalise

Capitalise, the platform that gives businesses and their advisers transparency and control over business finance in one place, has announced a new integration with the global small business platform, Xero. Capitalise will now be available for accountants to access on the Xero App Store. 

Capitalise provides accountants with full transparency and control over their business clients’ finances, unlocking their advisory potential with data combined from Xero and credit insight from Experian and public Companies House records. 

The Capitalise offering in the Xero App Store provides accountants with an easy to use platform that allows them to segment portfolios, track facilities and creates shareable reports for their clients. With Capitalise, accountants can access business credit score analysis, funding eligibility checks, corporate finance insights for every client. 

Capitalise’s recent ‘Get Fit for Business’ report found that nearly two-thirds of businesses rely on their accountant for advice on funding, growth, cash flow and business planning, and two thirds (66 per cent) said that their accountant had been their most trusted business adviser in the last two years. 

However, this year business owners want to see even more from their accountant. 59 per cent said that they want to see even more from their accountant in terms of advice and finance options in 2022, and 61 per cent understand that they need business finance if they want to grow this year, but there is an industry-wide issue of not understanding how to access it effectively. 

Ollie Maitland, CPO and Co-Founder for Capitalise, commented: “This year, small businesses want to grow, and they will be looking to their accountant to provide insight, access and advice to support these growth initiatives. This is why it is essential that accountants unlock their firm’s full advisory potential powered by cloud accounting data, helping their client portfolio build healthier businesses. We are thrilled to be working with Xero, which is the go-to business platform for many small businesses where we currently operate in the UK and South Africa. Ultimately, this integration will open the doors of a number of exciting opportunities for small businesses, who will soon have a better understanding of business performance, credit, debt recovery and funding options via their accountant.”

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