Your SME clients can't get funded.
Now you can tell them exactly why.
Scorecard is a Finance Health Check tool built for accountants. Run your SME clients through a 12-point assessment and deliver a branded report — their fundability score, what’s blocking them, and a 90-day fix plan. Your name on the front.
No FCA regulation required
Your branding, not ours
First month free — no card needed
How it works
Three steps to a smarter conversation with your SME clients
Step 1
Submit your client's data
Enter 12 data points you already hold on every client — trading history, turnover, director profile, HMRC status. Takes under 10 minutes.
Step 2
We generate the report
Scorecard analyses the data against real lender criteria and produces a full 8-page Finance Health Check — branded with your practice name and logo.
Step 3
You deliver the insight
Walk your client through their fundability score, what's blocking them, and their 90-day action plan. You become the most proactive adviser they've ever had.
The Report
Eight pages that change the conversation
The Scorecard Finance Health Check gives your SME clients something most of them have never had — a plain-English explanation of exactly where they stand with lenders, and precisely what to do about it.
- FinanceReady™ score from 0–100
- Plain-English finance profile
- Products they qualify for right now
- Specific barriers — ranked by impact
- 90-day action plan with score projections
- Fully branded with your practice details
Built for practices like yours
Owner-managed practices
You know your clients' businesses inside out
You're already having the difficult conversations about cash, growth, and survival. Scorecard gives you a structured tool to make the finance conversation concrete — and actionable.
SME-focused firms
Your clients keep asking about funding
Growth-focused SMEs need finance to scale — and they look to their accountant first. Scorecard means you have a real answer, not just a referral to a broker.
Multi-partner practices
Consistent advice across your whole team
Scorecard standardises the finance health conversation across every client and every adviser in your practice. One tool, one methodology, one report format.
Simple, transparent pricing
Free Pilot
- Client assessments - 3 total
- Portal users - Up to 3
- Branded reports
- Score Dashboard
- 90-day action plans
- Report turnaround - 5 working days
- Monthly score tracking
- White-label domain
- Client-facing score portal
- Quarterly business review
- API / CRM integration
- Support - Email
- Co-marketing listing
Perfect for: Practices who want to see the product working before committing.
Run 3 real clients through the full assessment.
See exactly what your clients receive.
No card. No risk. No obligation.
Limitations: 3 assessments · 1 user ·
5-day turnaround · 30 days only
Scorecard Essentials
- Client assessments - Unlimited
- Portal users - Up to 3
- Branded reports
- Score Dashboard
- 90-day action plans
- Report turnaround - 2 working days
- Monthly score tracking
- White-label domain
- Client-facing score portal
- Quarterly business review
- API / CRM integration
- Support - Email
- Co-marketing listing
Perfect for: Established practices ready to make Finance Health Checks part of their standard client offering.
Unlimited assessments, 2-day turnaround, monthly score tracking, full client history.
Everything you need to run this as a core service.
Perfect for: Multi-adviser practices and firms who want to lead the market on
SME finance advisory.
Everything in Essentials plus same-day reports, a client-facing score portal,
quarterly review calls, and a listing in the Scorecard adviser directory.
Already on the free pilot? Upgrade any time — your existing assessments carry over.
FAQ questions
No. Every report carries your practice name, logo and contact details. Scorecard doesn’t appear anywhere on client-facing documents.
The data submission takes you under 10 minutes. The report is delivered within 2 working days during your pilot, and within 24 hours on a paid plan.
No — and deliberately so. Scorecard produces educational and diagnostic reports, not regulated financial advice. No FCA authorisation is required to use or deliver the reports.
You’ll receive an email before the pilot ends. If you’d like to continue, you add your card and your subscription begins. No automatic charges without your explicit action.
What accountants are saying
Join the Pilot
We're offering 30-day free access to the first 10 accountancy practices to register. No card. No commitment. Full access from day one.
Your next SME client conversation
just got a lot more valuable.
Join the accountants already using Scorecard to turn a difficult question — "why can't I get funded?" — into a structured, actionable, 90-day plan.
No card required · No FCA authorisation needed · Cancel any time
