Get finance the modern way

Connect to Xero to find the right business finance from a range of products and providers

The Funding Options add-on

The Funding Options add-on is a free online application that helps businesses, accountants and advisors access business finance.

It helps you quickly build a finance application that contains all the information required to find the right finance for your business. Our award-winning advisors can use this to access a range of products and providers.

Funding Options keeps you in control throughout and is completely free to use.

Funding Options and Xero integration

Connect Xero with your Funding Options finance application to automatically pull relevant financial information that will help us match you with the right lender.

  • Your Xero data will appear in a cashflow report and a list of aged debtors that are attached to your application
  • Use us to access a wide range of alternative lenders, not just high street banks
  • We'll search the market on your behalf
  • Fast feedback and options, typically within two working days
  • Our award-winning service is completely free

What is Xero?

Xero is easy to use online accounting software that's designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac, or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business - including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

How it works

We'll ask you some basic questions about your business which will help us determine what information you need to fill out for lenders.

At the 'Checklist' stage of the process, click on 'Accounting Information' to connect your Xero accounts. We'll pull out important data that lenders need to see, such as a cashflow report and your aged creditors and debtors.

After you've completed your application, you can click on the 'View Business Report' button to review your application, including the data we've extracted from Xero.

Happy to proceed? Click 'Apply for finance' and we'll help you compare indicative quotes from a huge range of lenders.

Why not sign up now?

If you have any questions call us on 0845 366 4199 or email the team.There's also a helpful two minute 'How it works' video you can watch before you start.