Help clients understand funding fit before they waste time chasing the wrong scheme.

Accountants are the right audience for source-traced funding work.

Accountants advising SME clients carry the judgement load already — sector context, accounts profile, funding history, and the conversations that turn a published criterion into a real decision. Claima is built to give that judgement better source-traced inputs and a place to organise reusable evidence — not a new black-box AI tool that announces client outcomes.

• Accountants already do the judgement work — Claima gives them better source-traced inputs.
• Funding fit is judgement, not search. Accountants interpret published criteria against client context.
• Reusable evidence saves repeated client work across opportunities.
• Cautious labels respect the accountant's review authority — Claima does not announce client outcomes.

Six steps. Accountant-led at every step.

Claima slots into the way accountants already advise SME clients on funding. Each step below shows where Claima helps — and, just as importantly, where the accountant remains in the loop.

1. 01

   Identify client context

   The accountant brings the SME's sector, R&D activity, accounts profile, and funding history into the conversation. That context shapes what funding is worth considering and what is not.

   Claima does not generate the client context.

2. 02

   Discover source-traced opportunities

   Claima surfaces verified live opportunities from official funder sources, each one traced back to its funder home and date-read. Awarded-project intelligence (UKRI Gateway to Research) is kept structurally separate from live application sources.

   Claima does not invent opportunities or list unverifiable sources.

3. 03

   Inspect fit signals

   Each fit signal carries a cautious label — Appears to match, Evidence needed, Potential gap, Source stale, Reviewer action required, Stack check needed, or Not assessed — with its reasoning and the source/date-read context. The accountant sees the same trail Claima sees.

   Claima does not say the client qualifies.

4. 04

   Identify evidence gaps

   The accountant sees what evidence is Ready, what is Needed, and what is Not assessed. Gaps are visible, not buried. The shape of the gap drives the next conversation with the client.

   Claima does not auto-collect evidence from the client.

5. 05

   Decide next action

   From the signal and the evidence state, the accountant chooses the next step — verify, collect, re-read the source, review the criterion, perform a stack check, or decide whether to continue. The next action is accountant-owned.

   Claima does not decide the funding action.

6. 06

   Reuse evidence for future opportunities

   Once evidence is organised against one opportunity, the same evidence informs other funding work for the same client. The Evidence Vault is reusable across applications — reviewed by the accountant.

   Claima does not auto-submit, auto-draft, or auto-export.

Three v1 capabilities, through the accountant lens.

Claima v1 is deliberately narrow: three capabilities that work together to give the accountant a source-traced, evidence-aware view of relevant UK funding.

• Discover

  Verified UK funding sources, traced to their official funder home. Catalogue refresh cadence is 24 hours.

• Fit

  Cautious fit signals per published criterion. The accountant sees the reasoning and the source/date-read.

• Evidence Vault

  Reusable evidence per client. Reviewed by the accountant. Not automatic submission.

On the roadmap · Drafting and Funding Pack generation are on the roadmap; this page does not authorise them as live capabilities.

Every fit signal carries its source and its evidence state.

Every fit signal carries its source, evidence state, and uncertainty. See a synthetic worked example.

Organise once. Reuse across opportunities for the same client.

A lot of the work in funding readiness is the same evidence appearing in different conversations — company registration, financial evidence, R&D activity, prior funding record. When that evidence is organised once against an opportunity, it stays organised for the next one.

Reusable evidence reduces repeated client requests and gives the accountant a single, dated, source-linked view of what is Ready, what is Needed, and what is Not assessed.

• Company registration evidence
• Financial evidence
• R&D activity evidence
• Prior funding record

Reusable across applications. Reviewed by the accountant. Not automatic submission.

What Claima emits. What accountants own. What funders decide.

• Trust Architecture

  Source taxonomy, AI-use disclosure, and funding-advice boundary.

• Sample Decision Log

  Synthetic worked example showing inspectable fit logic.

• About Claima

  Principles and private-beta context.

• Homepage

  Overview and source-coverage framing.

Review-led access. Narrow on purpose.

Claima is in private beta. Access is by invitation, and the cohort is deliberately small while the product, the cautious-claim discipline, and the review process are still being shaped with the accountants in the room.

Illustrative only. Not live data. Not a partner dashboard.

• We are speaking with a small number of accountants and advisers before opening access more widely.
• No partner programme is live.
• No public pricing yet.
• No paid pilot is authorised by this page.
• Participation is review-led, not self-serve.

The shape of the boundary, in nine lines.