Positive factors
Completed B2B invoices, established customers, suitable property security or a verified trade transaction.
Instant eligibility checker
Check eligibility before applying.
Cashbook Finance’s eligibility checker is an indicative screening tool, not a credit approval. It organises the first conversation around product fit, trading history, evidence, security or receivables and the proposed repayment route, then carries the result into the application.
About 2–3 minutesNo credit searchInstant indicative result
Business profileChoose the relevant funding routeEvidence signalsReceivables, security or deal factsInitial fitPositives and review points flaggedApplication handoffYour answers carry into the next step
Invoice finance
Have an aged debtor report? Start from that.
Drop in the aged debtor (aged receivables) report from Xero, QuickBooks, Sage or your accounts package, as CSV or Excel. It is read on this device and never uploaded, and it can pre-fill the check below.
No file chosen.
Invoice financeQuestion 1 of 6
17%Indicative only. This checker does not approve or decline finance, perform a credit search, collect personal information or submit your answers. Any facility remains subject to underwriting, verification, valuation where relevant, legal work and agreed terms. Bridging finance is secured against property; your property may be repossessed if you do not keep up repayments.
Next step
Your result follows you into the application.
The checker does not approve finance. It records the product, positive factors and review points so the application does not ask you to repeat them.
What the checker does
A screening result is not an approval.
The checker organises the first conversation using product, trading, evidence and risk signals. It does not perform underwriting or credit approval. For growing businesses, our stage-by-stage invoice finance guide explains how evidence and controls change from early trading through scale-up.
Review points
Concentration, disputes, conditional debt, weak exit evidence, thin transaction margin or incomplete documentation.
Next action
The answers carry into the application so the user does not repeat the same qualification work.