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Professional/Advisory Services

Go beyond the numbers and help your clients get their balance sheet match fit. Build strength and resilience in your clients by helping them raise, recover and protect their capital - all through one platform. Connect your clients through Sage Cloud and you can monitor their needs keeping you front and centre in their business journey.

As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients.

Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.

Measure your organisation's carbon footprint more easily by integrating with our smart software to convert your spend into carbon emissions.

Gain timely business trend and performance insights, create beautiful management reports, and confidently plan for the future with cash flow forecasting. Fathom is a financial analysis and management reporting app with 10+ years of market-leading innovation. <p>KEYWORDS for UK Market: business planning with interactive roadmap, comprehensive financial modelling, plan for new initiatives with microforecasts, transform your forecast into a budget, plan for every possibility with scenario planning, schedule reports, inbox </p>

Automatically connect leading cloud based accounting systems and data. All systems under one platform, via a single secure login, one source of truth for all your accounting information. Automate your compliance work and standardise workflows. Free up your time to increase value added advice and improve client satisfaction through our advisory dashboards - resulting in a stronger and more profitable practice.

WeCovr saves you money and time while efficiently setting up private medical insurance for individuals and teams. For businesses, achieve additional savings with our group discounts and salary sacrifice schemes at no cost to the business. KEYWORD INSTRUCTIONS: Only first few lines of the "Brief Overview and SEO description" (as shown in the prior paragraph) are human readable on the tiles / search / filter page. (~209 characters.) <p> REMEMBER: Make your changes in each section from the locale toggle setting (in upper right or footer) that matches the BASE LOCALE configured for your listing (as appears to the left of the toggle setting). Do NOT save a listing section using another locale other than the base locale unless you intend to manage it separately from that point forward.</p> <p>Additional Keywords or key phrases go in this box also. Include keywords/phrases that do not appear in text elsewhere in your profile or features sections, such as those which may appear in screenshots or other images.</p>

Capitalise

Your capital advisory service, ready made.

Go beyond the numbers and help your clients get their balance sheet match fit. Build strength and resilience in your clients by helping them raise, recover and protect their capital - all through one platform. Connect your clients through Sage Cloud and you can monitor their needs keeping you front and centre in their business journey. Learn More

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Swoop Funding for Advisors

Funding and savings made easy.

As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients. Learn More

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Clarity

Simplifying business advisory services

Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business. Learn More

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Compare Your Footprint

Carbon footprint reporting software

Measure your organisation's carbon footprint more easily by integrating with our smart software to convert your spend into carbon emissions. Learn More

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Fathom

All-in-one reporting, analysis & forecasting

Gain timely business trend and performance insights, create beautiful management reports, and confidently plan for the future with cash flow forecasting. Fathom is a financial analysis and management reporting app with 10+ years of market-leading innovation. <p>KEYWORDS for UK Market: business planning with interactive roadmap, comprehensive financial modelling, plan for new initiatives with microforecasts, transform your forecast into a budget, plan for every possibility with scenario planning, schedule reports, inbox </p> Learn More

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AIRPA

Powering your advisory accounting practice

Automatically connect leading cloud based accounting systems and data. All systems under one platform, via a single secure login, one source of truth for all your accounting information. Automate your compliance work and standardise workflows. Free up your time to increase value added advice and improve client satisfaction through our advisory dashboards - resulting in a stronger and more profitable practice. Learn More

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WeCovr

We help with your business insurance requirements

WeCovr saves you money and time while efficiently setting up private medical insurance for individuals and teams. For businesses, achieve additional savings with our group discounts and salary sacrifice schemes at no cost to the business. KEYWORD INSTRUCTIONS: Only first few lines of the "Brief Overview and SEO description" (as shown in the prior paragraph) are human readable on the tiles / search / filter page. (~209 characters.) <p> REMEMBER: Make your changes in each section from the locale toggle setting (in upper right or footer) that matches the BASE LOCALE configured for your listing (as appears to the left of the toggle setting). Do NOT save a listing section using another locale other than the base locale unless you intend to manage it separately from that point forward.</p> <p>Additional Keywords or key phrases go in this box also. Include keywords/phrases that do not appear in text elsewhere in your profile or features sections, such as those which may appear in screenshots or other images.</p> Learn More

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