Refer accountants to Swoop & earn rewards

Do you think your accountant could benefit from Swoop for Advisors? Refer them to the platform and if they book in a meeting with our team, you’ll get a special Swag Box as part of International Accountants Day.

How your accountant can benefit from using Swoop

cash icon

For you

If the accountant books in a discovery meeting, you’ll get a special edition Swoop Swag Box.

For them

Each accountant you invite will receive a 50% discount for their first month.

Resources

We’ll support them and you with marketing material to promote your funding advisory service.

How it works

Step number 1

Getting started in easy

Simply register and access your personal dashboard to manage your funding and savings performance and metrics.

Step number 1
Getting started is easy
Get matched to funding opportunities
Step number 2

Get matched to funding opportunities

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

Get matched to funding opportunities
Step number 3

Monitor your spending, cut costs and build savings

Simply integrate your bank account to access an instant expenditure and savings report – start to cut costs immediately.

Step number 3
Monitor your spending and cut costs
Apply easily with our Swoop review process
Step number 4

Apply easily with our Swoop review process

Keep updated with changing circumstances and easily submit your applications to relevant funding and savings providers.

Apply easily with our Swoop review process

We work with world class partners to help us support businesses with finance

Clever finance tips and the latest news

delivered to your inbox, every week

Join the 70,000+ businesses just like yours getting the Swoop newsletter.

Free. No spam. Opt out whenever you like.

We work with world class partners to help us support businesses with finance

Looks like you're in . Go to our site to find relevant products for your country. Go to Swoop