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Partner at ICAEW Virtually Live

Finpoint

Finpoint is trusted by industry bodies such as the FSB and UK Finance, the voice of 250 banks and finance firms. In partnership with ICAEW, we make it easy for accountants to source finance for clients from the UK’s largest panel of lenders.
Watch Finpoint's session finpoint.co.uk
Open for business
With lockdown lifting, what’s next for business finance? With SMEs taking on debt at record levels, there is a greater need for trusted advice. Our Toolkit for Accountants details how you can help clients get back on their feet. Learn more

Finpoint is the partner of choice for leading industry groups. In partnership with ICAEW, we make it easy for accountants to source finance for clients from the UK’s largest panel of lenders.

Products and services

Government-backed lending schemes have resulted in many businesses taking on debt, some of them for the first time. With a large number of businesses in need of trusted advice, now is the perfect time to consider adding the Finpoint business finance platform as a new service for clients.

Over the coming months, businesses will need help and advice on how to manage their working capital, what the best options are for cash deposits, and more. This is a great opportunity for accountants to strengthen relationships with clients, and to help businesses get through the crisis and become more resilient.

Finpoint is a well-established fixture in the B2B market since 2014. Our technology and 24/7 service is trusted by organisations, such as the ICAEW, FSB, Chambers of Commerce, Growth Hubs as well as UK Finance, the voice of 250 banks and finance firms.

Finpoint makes finding finance for business clients easy and hassle-free. thanks to our ongoing investment in technology, finance applications can be prepared with minimal data entry. To achieve this, we have made our platform compatible with leading accounting software providers as well as having been early supporters of the Open Banking standard.

The key difference with Finpoint is that we go above and beyond the usual supported options and are also able to fetch data from:

  • widely used PC software such as Sage 50 and QuickBooks, and
  • the largest number of bank and card accounts.

With a secure data room at its core, your client data is always kept safe and no data is released without consent.

 

Finpoint at Virtually Live

At ICAEW Virtually Live, Guy Bridge, CEO of Finpoint, was joined by Martyn Shakespear, National Head of Banking and Finance at Baldwins Accountancy Group, and Nila Khan, Business Advice Manager at ICAEW, to discuss businesses access to finance in light of the COVID-19 lockdown begins to live.

Watch the session: Open for Business – with lockdown lifting, what’s next for business finance?

Logo of Finpoint a partner of ICAEW Virtually Live 2020