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.
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.
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:
About Fundtap - Learn what Fundtap is, how it works, and who it’s for
Creating Your Account - Everything about signing up and getting approved
Fundings - How to submit invoices and access funding
Repayments - How repayments work and how to manage them
Account Support - Fixing account-related issues or updating details
For Partners & Advisors - Info and tools for accountants and business advisors
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
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?
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?
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?
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?
Manage your Fundtap account or resolve platform issues.
You’ll find help for:
Changing bank account details
Portal showing incorrect balances
Resources for bookkeepers, accountants, and advisors.
Covers:
How to refer a client
Fundtap benefits for advisors
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
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