fbpx

Advisors

The free platform helping you unlock your clients’ true business potential

Swoop Dashboard
Swoop Dashboard

Swoop enables accountants and advisors to help their clients discover the right funding solutions across debt, equity and grants, and to identify and easily make savings, all in one fell swoop.

Register Here

Why Partner With Swoop

Simple, fast, and totally free access to funding and savings for your clients

Simple, fast, and totally free access to funding and savings for your clients

Ability to easily present your client with relevant matched funding and savings solutions

Ability to easily present your client with relevant matched funding and savings solutions

Access to every finance opportunity on the market

Access to every finance opportunity on the market

A team of experts to manage your client’s application from beginning to end

A team of experts to manage your client’s application from beginning to end

Tracking and notifications of your client’s progress

Tracking and notifications of your client’s progress

The free platform helping you unlock your clients’ true business potential

The free platform helping you unlock your clients’ true business potential

What are the key benefits to accountants?
  • Savings at a click

    Savings at a click

    Swoop’s secure Open Banking technology shows savings your client can make on everyday expenditure across on banking, foreign exchange, utilities, broadband, mobile phones and insurance.

  • Access to over 1000 funding providers

    Access to over 1000 funding providers

    from mainstream banks, alternative lenders, venture capital funds, SEIS/EIS funds, angel investors and grant agencies – ensuring you can make the best funding choices for your clients.

  • An expert team

    An expert team

    our technology is combined with experienced finance professionals made up of ex underwriters, accountants and equity analysts who are happy to be as involved with your clients’ applications as you desire – choose to be as involved as you wish to be.

  • A smooth and easy process

    A smooth and easy process

    our smart, user-friendly technology saves you time by pulling data from Companies House and every major accountancy package, ensuring you aren’t endlessly filling in forms or uploading key data and documents.

Register Here

What’s The Process

Create your account
1

Create your account

Create your account

Once you have created your advisor account, you will be taken to your Swoop Dashboard where you will be able to onboard and manage your clients’ funding and savings needs. Each client will have their own Dashboard where you can review their performance and financial metrics.

2

Onboard your clients

Onboard your clients

Simply input your client’s name and accountancy package – we then pull their top line information from Companies House and integrate with all major accountancy packages. Then fill in one simple funding form with your client’s funding needs which takes about two minutes.

Onboard your clients
Match to funding
3

Match to funding

Match to funding

Our technology will match all suitable products and suggest the most relevant solutions across loans equity and grants.

4

Discover savings

Discover savings

For savings, simply integrate their bank account and you’ll receive an instant expenditure and savings report.

Discover savings

For more further information for advisors

Click Here

Subscribe to our newsletter

Get regular updates & news.