"**VISION:** Capitalise Monitor creates peer groups, insightful benchmarks and alerts of SME clients of accountants and lawyers from cloud accounting and OpenBanking data through data analytics and machine learning. This.guides and prompts advisers on (1) which clients to approach and (2) topics of conversation for client groups with beneficial products from a wide marketplace. **ADVISE BETTER:** There isn't a better time to be an adviser, yet the non-timesheet based revenue models of advisory firms is under threat from automation. In accountancy, cloud accounting solutions are replacing bookkeeping and compliance activities, in insurance data models are able to quote on evermore complex scenarios and in law routine services such as conveyancing can be achieved with software driven template services. Further automation of these service lines is inevitable and our view is that further automation of repeatable tasks is inevitable. Professional services need technology which offers them additive revenue to replace lost revenue to technology providers - we call this a cloud advisory platform. Capitalise, with our Future Positive values, encourage professional services firms to embrace the automation of these service lines and focus more on the relationship building with their clients. Automation drives further value in the human-centric service offering these advisers offer. Taking alternative finance as an example; there is no relationship manager since branch bank managers have disappeared. **NEXT GEN CLOUD ADVISORY:** Capitalise.com is focused around providing SMEs the most optimised capital position for a stable business platform for growth or profitability. Aggregating cloud accounting data and business outcomes provides a rich data set available for peer analysis to generate insights and diagnostics of SMEs. Much like machine learning is providing doctors new insight into patients diagnoses, our Capitalise Monitor platform uses regressive statistical analysis to derive actionable insight from business profiles captured. Advisory is about more than insight - it's about action. Capitalise combines insight on an SME into a marketplace of finance providers across banking, lending and insurance. In a similar way that a medical products number in the 100s of thousands the paradox of choice hinders the uptake of many products for SMEs. **ABOUT CAPITALISE:** Capitalise.com has 1,400+ accountants with access to over 100,000 SMEs across the UK. With integrations to QuickBooks, Sage and soon Xero our platform enables accountants and their advisers to move a level closer to their clients and recommence advisory services in a cost effective and competitive manner."