We’re excited to have launched our new financial summary feature for businesses on our online finance platform, the Bluestone portal.  

At Bluestone, we’re always looking for ways to make finance simple, clear and more accessible for businesses and as the first finance broker to provide this level of access at no cost, it was important for us to make sure organisations can see the full credit potential for their own business and their customers, from a simple dashboard, supporting them in making informed finance decisions.  

“We’re delighted to be able to offer this new feature to our online finance portal as we continue to make flexible finance as accessible to our customers and partners as possible. We’re the first finance broker to offer this level of access to businesses at a touch of a button. As part of our strategy to continually develop and bring innovative solutions to the sector, it was important for us to make sure businesses could see easily a companies’ credit potential, supporting them in making informed finance decisions –”

Mark Hargreaves, Finance Director, Bluestone.  

What is a Financial Summary Report?

Your business financial summary report can give you important insight into the financial health of your company, enabling you to identify anywhere you could look to improve, and the probability*** of your business getting approved for finance before making a full application online. It can show a detailed breakdown of your business credit history** and is used as a record of your companies' financial reliability.  

New Features:

• View* and download* a financial summary for your customers.

• See any main influencing factors, highlighting where you're doing well and where you could look to improve.

• Access risk scoring which indicates the probability*** of finance applications getting approved for finance before making a full application online.

• Access indicative finance quotes from the financial summary.

• A service that is free and not limited by the number of users accessing it.  

For UK businesses who are already registered on the Bluestone Portal, they can simply log in and access the full financial summary from their dashboard. For businesses who aren’t yet signed up, registering for portal access is quick and easy, and provides them with the same level of access to their financial summary report in a matter of minutes.  

Where does the data come from?

Bluestone collaborates with CoCredo, recent winners of the ‘Technology Development Award’ at the CICM British Credit Awards in 2025, and for over 20 years has been one of the UK’s leading B2B credit report agencies, offering global online company score reports, vital business and financial information to support the development of this feature. CoCredo information is sourced from several key providers and updated over 500,000 times a day, ensuring business credit reports remain current.

Designed with user experience at its core

The portal, designed with user experience at its core, is setting a new standard across the industry, resulting in faster, sometimes instant, decisions on applications and has already marked a significant step forward in the sector.  

Our customers and partners can complete their application process, including uploading necessary documentation, within the portal, resulting in an end-to-end funding experience. The addition of the financial summary feature for businesses makes it even easier for businesses to take that initial step, supporting them in making informed decisions that are best for them.  

“We’re always developing our online finance platform, learning from our customers and partners and implementing new features that make it an even better platform for them to use. When we launched the portal last January, we knew it was going to be innovative, and we wanted to maintain that by continually improving it. Bluestone prides itself on providing efficiency and transparency, something we feel the financial summary features will now bring to businesses looking to access flexible finance solutions for themselves and their customers.”

‍Richard Tamlyn, Head of Sales & Marketing, Bluestone.  

The financial summary feature is now live and available for businesses to access.  

Sign in or register to the Bluestone Portal to access the financial summary tool.

Important Disclosures:

*Certain levels of access are required to gain a high-level & downloadable financial summary report. Speak to one of our dedicated account managers about how you can get this access.  

** Your financial summary is compiled from an analysis of your credit score and other key factors, such as your payment history, outstanding debts, and recent credit inquiries. This gives you a complete view of your financial standing. If you find any discrepancies, please contact our data partner CoCredo. We're committed to the accuracy of your financial data. This data is for incorporated organisations only and comes from publicly available sources. We rely on third parties for the information in our financial summaries. While we work to ensure accuracy, we cannot guarantee the data is always correct or complete. You use this information at your own risk and are responsible for any outcomes. We are not liable for any direct or indirect losses including financial loss, data loss, or damage to hardware or software that may result from using this data. This report is not a substitute for professional advice. Please consult a professional before making important decisions based on this information.  

*** Businesses can be complex and other factors outside of publicly available information can influence credit decision and product availability; all of which are reviewed via our funders and our underwriting processes.  

Funding for your business

Bluestone is an ethical and FCA-regulated finance intermediary. We are committed to ensuring that our clients make informed financial decisions based on their requirements and always recommend that our clients seek independent financial advice from an authorised source before committing to any financial agreements. If you would like to explore finance solutions in more detail, get in touch using the enquiry form below, or contact us here. One of our friendly and experienced team will be in touch as soon as possible

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