Advisor Partner Program

Launching early 2026, Fundtap Advisor empowers financial professionals to lead in capital advisory

Fundtap Advisor Platform

A single platform, integrated with Xero where advisors can proactively seek approval for funding. Moving you from problem finder to problem solver.

Proactively run indicative credit eligibility assessments

Produce cashflow forecast to identify cashflow timing issues

Select clients to receive advisory fee subsidies

Removing barriers to advisory

The Fundtap Advisor Program provides small businesses access to advisory services, delivered by independent, qualified financial professionals (you).

For businesses: Support when making decisions on how and when to use Fundtap.

For advisors: Opportunities to demonstrate value and expertise in capital advisory services

For Fundtap: Healthy customers making informed financial decisions

Where small businesses need the most help

Even strong, profitable businesses can be help back by cashflow timing challenges.

Fundtap is at its best when its used proactively, giving businesses control of how and when they deploy capital.

We provide the tools, but great tools are only as good as the people who wield them. Thats where you come in.

Look for clients which deal with the issue of cashflow timing and you'll find clients eager for your help.

Founders Story - Innerbloom

Fast growing, taking on big supply contracts, extended terms, all the things we were designed to solve.

Find out how even with the support of Fundtap, this founder is looking for more help from an accountant and how Ollies story inspired the Fundtap Advisor program.

Read the story