Funding tools

White-label the portal under your own brand, with co-branded calculators, credit reports and client insight.

Co-branding, marketing and accounting tools sit together because they solve the same problem: making the platform feel like it belongs to your practice, and giving you the day-to-day tools to back that up. The portal carries your logo and colours rather than Swoop's, with product surfaces like the Business Health Report showing only a discreet Powered by Swoop line in the footer.

A ready-made marketing rollout plan sits behind it: an announcement e-shot from the firm, a push on web and LinkedIn, product e-shots, educational one-pagers and much more. Tax calculators for VAT, Self Assessment and Corporation Tax can carry your branding on request rather than Swoop's.

Day to day, credit reports powered by Creditsafe give you a free business credit check before a funding conversation even starts, and the client analysis dashboard shows total clients, top regions and industries, when VAT and Corporation Tax payments fall due across your book, and which accounts carry a CCJ, all in one view. Paired with each client's individual Business Health Report, that's a portfolio-level view and a client-level report from the same login, under your own name throughout.