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

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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

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

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Disclaimer: Swoop Finance helps UK firms access business finance, working directly with businesses and their trusted advisors. We are a credit broker and do not provide loans or other finance products ourselves. We can introduce you to a panel of lenders, equity funds and grant agencies. Whichever lender you choose we may receive commission from them (either a fixed fee of fixed % of the amount you receive) and different lenders pay different rates. For certain lenders, we do have influence over the interest rate, and this can impact the amount you pay under the agreement. All finance and quotes are subject to status and income. Applicants must be aged 18 and over and terms and conditions apply. Guarantees and Indemnities may be required. Swoop Finance can introduce applicants to a number of providers based on the applicants’ circumstances and creditworthiness. Swoop Finance Limited is registered with the Financial Conduct Authority as an Account Information Services Provider (reference number 833145). Swoop Finance Limited is authorised as a credit broker under FCA registration number 936513. If you feel you have a complaint, please read our complaints section highlighted above and also contained within our terms and conditions. Swoop Finance Ltd is registered with Companies House (company number 11163382, registered address The Stable Yard, Vicarage Road, Stony Stratford, Milton Keynes MK11 1BN). VAT number: 300080279

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