How to Use the Fundtap Knowledge Base to Find the Help You Need

Published: November 4, 2025

The Fundtap Knowledge Base is your go-to hub for quick answers, how-to guides, and troubleshooting help. Whether you're just getting started or running into something unexpected, our support articles are structured to help you find the right solution — fast.

This guide walks you through how the Knowledge Base is organized and how to get the most out of it.

Table of Contents

• What the Knowledge Base Is For

• How the Knowledge Base Is Structured

• What Each Category Covers

• Tips for Finding the Right Article

What the Knowledge Base Is For

The Fundtap Knowledge Base is designed to help both new and existing customers find clear, trustworthy answers to common questions.

It includes:

• How-to guides to walk you through platform tasks

• Troubleshooting help for when something isn’t working

• Explanations to help you understand how Fundtap works

• Comparisons to help you decide if Fundtap is right for your business

You can access it from the “How It Works” page on our website.

How the Knowledge Base Is Structured

The content is grouped by how users interact with Fundtap, so it’s easy to navigate based on what you’re trying to do.

There are seven main categories:

1. About Fundtap - Learn what Fundtap is, how it works, and who it’s for

2. Creating Your Account - Everything about signing up and getting approved

3. Fundings - How to submit invoices and access funding

4. Repayments - How repayments work and how to manage them

5. Account Support - Fixing account-related issues or updating details

6. For Partners & Advisors - Info and tools for accountants and business advisors

7. Comparative Finance Options - See how Fundtap compares to other funding tools

Each article is also tagged with an intent label to help you understand what kind of help it provides:

• How-to: Step-by-step instructions

• Troubleshooting: Fixes for common issues

• Explanation / Reference: Background and system behavior

• Comparison / Decision Support: Help choosing between funding options

What Each Category Covers

1. About Fundtap

For new users learning what Fundtap does and whether it fits their business.
Includes topics like:

• What is Fundtap?

• How much does it cost?

• Who can use it?

• Why should I trust Fundtap?

2. Creating Your Account

Guides and troubleshooting for new users signing up.
Examples:

• How do I sign up?

• Why wasn’t my first invoice approved?

• How long does it take to get approved?

3. Fundings

For customers submitting invoices and managing funding requests.
Includes:

• How do I submit an invoice?

• Can I request partial funding?

• Why isn’t my invoice funded?

4. Repayments

Understand how and when repayments happen, or get help if something goes wrong.
Topics include:

• Can I repay early?

• What if my client hasn’t paid?

• My direct debit failed — what now?

5. Account Support

Manage your Fundtap account or resolve platform issues.
You’ll find help for:

• Changing bank account details

• Portal showing incorrect balances

6. For Partners & Advisors

Resources for bookkeepers, accountants, and advisors.
Covers:

• How to refer a client

• Fundtap benefits for advisors

7. Comparative Finance Options

If you’re still deciding between Fundtap and other finance tools, this is where to compare:

• Fundtap vs business loans

• Fundtap vs overdrafts

• Fundtap vs invoice factoring

Tips for Finding the Right Article

• Use the search bar on the Knowledge Base home page — type keywords like “submit invoice” or “repayment date”

• Browse by category if you're exploring or not sure what you need

• Look for the article labels: How-to, Troubleshooting, Explanation, or Comparison