Fifteen Capital

Client Overview

Fifteen Capital is a UK-based financial advisory firm specialising in capital raising, debt and equity structuring, strategic financial planning, and investor readiness. They work with high-growth businesses that use accounting platforms such as QuickBooks Online and Xero to manage their financial operations. Their core mission is to deliver actionable financial insights that help businesses secure funding and optimise performance.

Website: fifteencapital.co.uk

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The Challenge

Before adopting Ask Gloria, Fifteen Capital faced common inefficiencies in preparing and validating financial data for clients who use different accounting systems:

• Manual cross-platform reviews - manually logging into QuickBooks and Xero to pull reports.
• Delayed visibility - financial data was often not up-to-date, slowing down investment readiness and due-diligence processes.
• Repetitive data checks and reconciliations - consuming valuable analyst time that could be spent on strategic advisory.
• In a world where timely and accurate financial data can mean the difference between securing investment or not, these inefficiencies impacted both client experience and internal productivity.

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The Ask Gloria AI Solution

Fifteen Capital integrated Ask Gloria - an AI-driven access and analysis layer - with clients’ QuickBooks and Xero systems. Ask Gloria delivers:

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✅ Instant access to up-to-date financial data, eliminating the need to manually sign into multiple accounting dashboards.

✅ Real-time validation and classification of transactions to ensure clean, reconciled books.

✅ Automated insights into key financial metrics (cash flow, profit, debtor/creditor ageing) critical for capital raising.

✅ Consistent data visibility across clients, regardless of the platform they use.

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This means Ask Gloria doesn’t just pull data - it understands, cleans, and makes it actionable.

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Impact & Outcomes

1. Major Time Savings and Productivity Gains

With Ask Gloria’s instant access and real-time data updating:

Financial analysts at Fifteen Capital stop spending hours switching between QuickBooks, Xero, bank feeds, and spreadsheets.

Industry research shows cloud accounting tools with real-time automated data feeds significantly reduce manual data entry and bank reconciliation time, freeing up accountants to focus on advisory and analysis.

In fact:

A recent industry report suggests finance professionals using AI can complete tasks ~31% faster, potentially saving ~19 hours per week — time that can be repositioned toward higher-value work such as investor communication and deal structuring.

Cloud accounting automation eliminates manual data pulls and reconciliations, a routine that can save teams multiple hours per client per week - a critical efficiency gain as Fifteen Capital works across dozens of engagements simultaneously.

Result: Teams spend far less time gathering and reconciling data, and far more time advising clients and preparing investor documentation.

2. Real-Time Financial Insight Drives Better Decision Making

Ask Gloria ensures that all financial metrics are current and accurate. With real-time access:

Dashboard metrics and dashboards refresh with live financial data, not stale month-end reports.

This supports fast turnarounds in investor decks, valuations, and due-diligence requests.

Industry research on integrated accounting and real-time reporting underlines that continuous data visibility drives faster decision making and improves audit readiness after every transaction.

3. Increased Capacity for Strategic Advisory

Because basic reconciliation and data collection are automated:

Fifteen Capital advisers can offer higher-value consultative work instead of repetitive number pulls.

The firm deepens client relationships and positions itself as a trusted strategic partner, not just a financial service provider.

4. Better Client Experience Through Speed and Transparency

Clients benefit from:

• Immediate visibility into their own performance metrics when preparing for capital raises.
• Faster responses to investor due-diligence questions because of Ask Gloria’s live access to up-to-date accounts.
• Cloud accounting platforms like Xero and QuickBooks already highlight real-time collaboration as a major efficiency driver — allowing advisors and clients to work simultaneously on shared data. Ask Gloria amplifies this by automating much of the verification and insight that would otherwise be manual.

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Why It Matters

In capital markets - where timing, accuracy, and confidence matter — Ask Gloria gives Fifteen Capital a competitive edge by:

• Reducing data friction prior to capital raises
• Saving hours of manual effort per client per week
• Ensuring financial reporting is always investor-ready
• Allowing top talent to focus on high-impact advisory work
• By leveraging AI and cloud automation, Fifteen Capital gains efficiency without compromising financial integrity - a critical differentiator in complex capital advisory engagements.

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