Use Advisorli Funding Ready with one live client. Give yourself a clearer view of their financial health, their next 13 weeks of cash and the numbers behind the funding decision, then spend your time on the conversation and advice that matters.
Start with one real client. If the workflow works, repeat it.
Try Funding Ready With One Client See the Client ExperienceOne live client · No practice-wide commitment · Use the workflow before deciding whether to expand
THE MOMENT TO USE IT
These conversations already happen inside accounting and advisory practices, and in the work of bookkeepers, fractional CFOs and other finance professionals supporting SMEs. Funding Ready gives you a repeatable way to move from historic accounting information into a forward-looking financial conversation.
“Can we afford this equipment?”
“The bank wants a forecast.”
“I think we need working capital.”
“Should we refinance?”
“Cash is getting tight.”
“Can we afford to hire or expand?”
Don't go looking for three clients. Use Advisorli when the next genuine finance question naturally appears.
THE WORKFLOW
Spend Less Time Building the Financial Picture. Spend More Time Interpreting It With the Client.
FOR YOUR PRACTICE
Move beyond the historic accounts.
Funding Ready brings financial health, forward cash visibility and the funding information into one structured conversation so you can focus on what the numbers mean for the decision.
Turn “Can we afford this?” into a proper review.
Rather than answering an important finance question informally, Funding Ready can provide the financial structure underneath a defined client advisory conversation.
Funding Ready Review
A service your practice can choose to wrap around Advisorli.
The funding event can lead to ongoing advisory.
Once funding is in place, the business still needs to manage cash, monitor financial health and assess whether the plan is working. Advisorli gives the client and advisor a natural framework for those future conversations.
Funding Ready Monthly financial review Ongoing advisorySTART SMALL
You do not need to commit your client book to test Funding Ready. Start with one genuine finance situation and judge whether the workflow improves the way you prepare for and conduct the conversation.
01ONE CLIENT
Use Funding Ready with the next suitable client who already has a live finance, cash-flow, refinancing or major investment question.
“Was this more useful than the way I normally handle the conversation?”
02THREE CLIENTS
If the first experience works, use the same process with another two suitable clients.
“Can I repeat this without rebuilding the process every time?”
Three clients are not a sales target. They are a practical test of whether the workflow is repeatable.
03YOUR PRACTICE
If the workflow works across several clients, decide whether Advisorli should become part of how your practice delivers funding, cash-flow and ongoing advisory services.
“Could this become a standard service inside my practice?”
Try It With One Client Explore Advisorli for AdvisorsCHOOSE HOW YOU WORK WITH ADVISORLI
There are two different ways an accountant or advisor can work with Advisorli. Choose the model that fits the relationship you want with your clients.
REFER
Introduce a suitable SME through Funding Ready. The business subscribes to and uses its own Advisorli account, while you continue providing your normal professional service.
ADVISE
Use Advisorli's Practice or Advisor capabilities as infrastructure for structured recurring advisory across multiple client businesses.
Best suited to firms that want Advisorli to sit underneath the advisory service they deliver themselves.
Explore Advisorli for Advisors See current Advisorli plans and pricingAffiliate/referral participation and Advisorli Practice/Advisor subscriptions are separate commercial models.
FOR YOUR CLIENT
Understand the current financial condition.
See what cash could look like next.
Explore the impact of relevant business decisions.
Prepare structured financial information for the funding conversation.
Continue managing financial health, cash and future decisions after the funding event.
See the Full Client ExperienceAFTER SETTLEMENT
Once capital enters the business, the owner still needs to manage cash, monitor performance and understand whether the business is becoming financially stronger. Advisorli stays with the client after the funding event.
EVERY WEEK: CLIENT
Stay close to changing cash conditions.
The business checks the rolling 13-week cash outlook and stays close to changing cash conditions.
EVERY MONTH: CLIENT + ADVISOR
The natural recurring advisory moment.
Review financial performance, Business Health Score, Board Packs and priorities with the client where an ongoing advisory relationship exists.
EVERY QUARTER: STRATEGIC
Prepare for the next significant decision.
Step back with the client and consider cash, business health, scenarios and readiness for the next significant investment, refinance or growth decision.
Funding Ready → Stay Funding Ready → Recurring Advisory
Advisorli provides the Financial Operating System underneath the conversation. You provide the experience, judgement and advice.
POWERED BY ADVISORLI
Advisorli sits above the accounting system and turns connected financial data into forward cash visibility, financial health insights, optimisation, planning, funding preparation and ongoing decision support.
Want to manage clients directly inside Advisorli? Explore Advisorli for AdvisorsConnects with the tools you already use
ONE SIMPLE INTRODUCTION
Example message to a client
“Before we progress the finance conversation, I'd like you to get a clearer view of the numbers behind the decision. Advisorli Funding Ready lets you connect your accounting data and review your financial health, your next 13 weeks of cash and the information behind the funding request.
Once you're connected, we'll use that as the starting point for our conversation.”
Illustrative wording only. If you refer through the affiliate programme, your own referral link is issued there.
ADVISORLI AFFILIATES
Where you prefer the client to hold their own Advisorli relationship, the existing Advisorli affiliate programme provides the referral infrastructure behind it: the referral link, attribution and the current programme terms. It is one commercial path, not the reason to use Funding Ready.
View the Affiliate ProgrammeHow the workflow, the one-client start and the two commercial models fit together
START WITH THE NEXT REAL CONVERSATION
The next time an SME client raises finance, refinancing, cash pressure or a major capital decision, use Funding Ready as the financial starting point.
If it works once, try it with another two. If it works three times, you may have a repeatable advisory workflow.
Try Funding Ready With One Client See the Client Experience Explore Advisorli for AdvisorsAdvisorli: the Financial Operating System for SMEs and their advisors.