For accountants and advisors

Turn financial advisory into a capital-readiness practice.

Manage client portfolios, standardise delivery and help companies become decision-ready for lenders, investors and programmes.

A premium advisory model

Deliver more than compliance history. Help clients prepare for future capital.

Fintel Lab gives advisory firms the structure to turn accounting knowledge into a repeatable capital-readiness service.

See every client, assignment, readiness stage and next action in one operating view.

Use consistent profiles, checklists, reports and evidence requirements across the firm.

Package capital-readiness assessments, funding packs and monitoring as premium advisory engagements.

Advisor operating workflow

Create the firm workspace and invite the advisory team.

Add clients and allocate ownership across accountants and advisors.

Build profiles, improve data quality and organise evidence.

Generate readiness reports, models and capital packs.

Support funder access, programme participation and monitoring.

Firm-level control

The workspace belongs to the firm. Partners and administrators govern access while individual advisors are assigned to defined client portfolios.

Manage users, branding, packages, credits and commercial delivery.

Define who manages each company while preserving firm-wide oversight.

Present premium outputs under a controlled advisor and Fintel Lab operating model.

Build an advisory practice around capital readiness