For accountants, fractional FDs and business advisers
Invoice-finance referrals for accountants and business advisers
Help a client explore a new invoice-finance facility or review an existing arrangement through NBS Finance’s lender and specialist partner network. Substantial B2B debtor books, growing payroll commitments and restricted availability can be useful starting points for a conversation.
The initial enquiry usually takes around 5–8 minutes and does not commit the client to taking finance.
NBS Finance is a commercial finance broker and introducer, not a lender. Access to 250+ funding routes through our lender and specialist partner network. Eligibility, availability, pricing, security and terms depend on provider assessment. An enquiry or introduction does not guarantee an offer.
Recognise the trigger
When a conversation may help
- Sales or temporary-worker payroll are growing faster than available working capital.
- A substantial B2B debtor book creates a gap between completed invoices and customer payment.
- The existing facility has headroom on paper, but exclusions, reserves or concentration limits restrict actual availability.
- The client wants to review service fees, discount charges, minimums or operational service using comparable figures.
- An existing arrangement may no longer fit the business, with notice periods and transfer terms needing review.
Construction applications, disputed debt and concentration may require specialist assessment. A facility limit is not automatically cash available. Eligible invoices, advance rates, customer limits, reserves and existing drawings all matter.
Explore larger invoice-finance facilities or review an existing provider arrangement.
How to refer a client
- Agree the introduction with the client. Obtain their authorisation before sharing their information or involving NBS.
- Ask the client to complete the existing invoice-finance enquiry. They can include your firm’s name in “Anything else” so NBS can record the introduction. There is no separate referral form.
- NBS reviews the requirement. The conversation may cover the aged debtor book, current restrictions, growth plans and any existing provider. A provider decides whether a facility is suitable and on what terms.
- Agree adviser updates with the client. Establish what information NBS may share with you and how the client wants you involved.
The starting point is a review of the requirement. No approval, savings, increased availability or completion date is promised.
Have a client requirement to review?
Start with the client’s permission and the existing enquiry route. Include your firm’s name in “Anything else”.
Review a client requirementUsually around 5–8 minutes. An enquiry does not commit the client to taking finance.
NBS does not charge the client a separate broker fee. Finance providers determine their own rates, fees, security and terms. Funding is subject to assessment.