Vendor profile · in its own words
Climatise: what it says it does, against UK requirements
Climatise describes itself as carbon accounting software that turns uploaded bills and spreadsheets into Scope 1, 2 and 3 emissions and generates SECR, CSRD, ISSB and custom reports.
This profile quotes only Climatise’s own published pages, read on 30 September–1 October 2026, and sets each claim against the UK requirement it touches: SECR, ESOS Phase 4 and UK SRS.
It is not a review, a rating or a recommendation; the questions at the end are the ones to put to Climatise, or to any vendor, on a demo.
What it says it is
Climatise, as Climatise describes it
Climatise presents itself as a carbon accounting platform for SMEs through to multi-site enterprises, and as white-label software for consultancies that report for clients.
Its homepage leads with data import: drop in PDF invoices, CSV spreadsheets or Excel files, and it calculates emissions across Scopes 1, 2 and 3.
Its reporting page lists five frameworks — SECR, CSRD, ISSB, ESOS and TCFD — and says it drafts the methodology section, the energy-efficiency narrative, year-on-year comparisons and intensity-ratio explanations from your data, for you to review, adjust and export.
Its ESOS page describes a Phase 4 workspace built for the consultancies and lead assessors who deliver ESOS and for organisations that comply.
Its consultants page puts SECR, ESOS and UK SRS on “one spine”, arguing that the three share most of their underlying energy data, and its webinar on SECR, ESOS and SRS in one workflow makes the same case.
Those are the vendor’s descriptions; this site has not tested the product, and nothing here is a judgement of it.
What follows takes each claim to the requirement it touches, so you know what to ask to see.
| Claim | Where Climatise says it |
|---|---|
| Upload PDF invoices, CSV spreadsheets and Excel files to calculate emissions | Homepage |
| Generates SECR, CSRD, ISSB and custom reports, with methodology notes, energy-efficiency narratives and audit trails | Reporting |
| AI monitoring that flags anomalies and gaps in emissions data | Homepage |
| Automated supplier questionnaires | Homepage |
| An ESOS Phase 4 workspace from energy data to MESOS notification and the action plan | ESOS |
| White-label for consultancies; “One spine: SECR · ESOS · UK SRS” | Consultants |
Climatise and SECR
“Generate SECR reports” — against Schedule 7
SECR is the duty most of Climatise’s stated audience meets first, and its requirements are a short list of lines in the directors’ report, set out in Part 7A of Schedule 7 for large unquoted companies and LLPs.
Those lines are energy consumed in kWh, emissions from gas, transport fuel and purchased electricity, at least one intensity ratio, the methodology used, a description of the principal energy-efficiency measures where any were taken, and last year’s figures.
Climatise says it generates the narrative parts — the methodology notes and the efficiency narrative — from the calculation data; the directors still own the text, because the directors’ report is theirs.
A company that used 40,000 kWh or less in the United Kingdom does not give the figures, but must state that it is not disclosing them for that reason, so ask what the report prints in that case.
The conversion factors matter as much as the template: DESNZ republishes the government conversion factors every year, and the right set is the one for the activity year, so a 2024 financial year still uses the 2024 set.
Ask to see the factor year on a stored figure, and how last year’s comparatives are carried when a customer moves onto the platform mid-life.
The disclosure itself is walked through on the SECR reporting guide.
Climatise and ESOS
An ESOS Phase 4 workspace — and the steps the Regulations keep
Climatise’s ESOS page describes Phase 4 as a sequence of documents run as one engagement: an assessment stage report, site audit reports, an audit summary, the notification of compliance, the action plan and the progress updates.
It says the workspace handles areas of significant energy consumption and 95% coverage, costed opportunities with kWh and cost savings, extrapolation across comparable sites, role-based sign-off, and an evidence pack exported as a single file for MESOS.
The Environment Agency’s Phase 4 guidance sets the compliance period as 6 December 2023 to 5 December 2027, with qualification tested on 31 December 2026 and notification due by 5 December 2027.
A lead assessor on an approved register still reviews the assessment unless total consumption is under 40,000 kWh or ISO 50001 covers total or significant consumption, and one or two directors confirm it; software can structure that work, not replace it.
Phase 4 carries three progress updates under Part 6A, the third added by SI 2026/701 and due by 5 December 2031, so ask how the workspace schedules all three.
The digital route to MESOS, and what any ESOS software must hold, is on ESOS software and ESOS online.
Climatise and UK SRS
“One spine” to UK SRS — what the standard and the FCA ask
Climatise lists ISSB among its reports and describes UK SRS as part of the same data spine as SECR and ESOS.
UK SRS S1 and S2 are voluntary standards published by the Department for Business and Trade on 25 February 2026; listed companies in UKLR 6, 14, 15, 16 and 22 report against them on a comply-or-explain basis for periods beginning on or after 1 January 2027, under the FCA’s PS26/19.
That replaced the CP26/5 proposal for mandatory S2; nothing in UK SRS is fully mandatory under the final rules.
The metrics in UK SRS S2 paragraph 29(a) go beyond SECR: gross Scope 3, location-based Scope 2, and Scope 1 and 2 split between the consolidated accounting group and other investees.
Scope 3 means considering all fifteen categories of the GHG Protocol Scope 3 Standard and disclosing which are included, and listed companies have a one-year Scope 3 relief.
A listed company that does not meet S2 in full states which requirements, why not and the steps it plans, so ask where that record lives in the platform.
The standards are on UK SRS S1 and S2, the Scope 3 position on UK SRS Scope 3 reporting, the comply-or-explain mechanics on UK SRS compliance, and every date from consultation to first reports on the dated register of S1 and S2.
Your regimes
Climatise’s claims, regime by regime
The checklist beside this builds the outputs your regimes require, each cited to its provision, and shows what Climatise’s own pages say for each regime you tick.
Where the checklist says no claim was found, that is a question for the vendor, not a finding about the product.
Tick each output as it is shown to you on a demo, and copy the list into your requirements document.
The same checklist, with every vendor’s claims side by side, is on carbon reporting software.
Step 1 · which regimes apply to you?
Step 2 · 16 outputs to see on a demo · 0 confirmed
What Climatise says on its own site
- SECR (unquoted / LLP): “Generate SECR, CSRD, ISSB, and custom reports”
- ESOS: “One platform to run ESOS Phase 4 from start to finish”, through to MESOS notification and the action plan
Vendor pages read 30 September–1 October 2026.
A missing claim is a question to ask, not evidence of a missing feature.
Outputs are the duties in the cited provisions; the demo tests are our reading of them.
Nothing you tick is stored or sent.
Pricing and onboarding
Price: Enterprise level · TBD
Climatise publishes no price on the pages we read; its pricing address returns the homepage and a demo request.
This site does not estimate a price a vendor does not publish, so the entry reads Enterprise level · TBD.
Climatise says a customer typically goes from first upload to board-ready reports in six to eight weeks; that is the vendor’s claim about its own onboarding.
Ask for a three-year figure including onboarding, additional entities and any consultancy time, and whether the white-label arrangement changes the price to an end client.
If you set science-based targets through a platform, note that SBTi’s Corporate Net-Zero Standard V2 takes effect on 1 February 2027.
Where assurance is wanted, it is a separate engagement: no UK regime requires it, and sustainability assurance explains what an engagement involves.
Demo questions
Seven questions to put to Climatise
Demo questions · tick the ones you need
The pass tests are our reading of the cited provisions.
Nothing you tick is stored or sent.
Frequently asked
Climatise, answered from its own pages
What is Climatise?
Climatise describes itself as carbon accounting software: you upload PDF invoices, CSV or Excel files, it calculates Scope 1, 2 and 3 emissions, and it generates SECR, CSRD, ISSB and custom reports with methodology notes, energy-efficiency narratives and audit trails.
It also sells an ESOS Phase 4 workspace, and offers the platform white-labelled to consultancies.
Does Climatise do SECR reporting?
Its reporting page lists SECR first among the frameworks it supports and says it generates methodology notes, the energy-efficiency narrative, year-on-year comparisons and intensity-ratio explanations from your data, for you to review and export.
Check the output against Schedule 7: energy in kWh, emissions, the ratio, the methodology, the narrative, comparatives, and the statement a low-energy user must make.
Does Climatise support ESOS Phase 4?
Climatise says its ESOS workspace runs Phase 4 from energy data and site audits through lead assessor sign-off, MESOS notification, the action plan and progress updates, and exports the evidence pack as a single file.
The Regulations still require a lead assessor on an approved register to review the assessment unless an exemption applies.
Does Climatise cover UK SRS?
Its consultants page describes “one spine” for SECR, ESOS and UK SRS, and its reporting page lists ISSB, the standards UK SRS is based on.
Listed companies in UKLR 6, 14, 15, 16 and 22 report against UK SRS on a comply-or-explain basis for periods from 1 January 2027, so ask to see location-based Scope 2, the investee split and a place to record any gap or relief.
How much does Climatise cost?
Climatise does not publish a price on the pages we read (30 September–1 October 2026); its pricing address leads to the homepage and a demo request. This site lists it as Enterprise level · TBD.
How long does Climatise take to set up?
Climatise says that from first upload to board-ready reports typically takes six to eight weeks.
That is the vendor’s statement about its own product; the variable it cannot control is how quickly your meter, fuel, travel and spend data can be found.
Is Climatise audit-ready or assured?
Climatise says its reports carry full audit trails.
No UK regime requires SECR or UK SRS figures to be assured; a listed company states whether it obtained assurance and, if so, from whom and to which standard.
An audit trail is what makes a voluntary engagement possible, and ISSA (UK) 5000 is the FRC’s standard for voluntary use.
Sources
Primary sources
Climatise’s own pages are cited only for what Climatise says about itself.
Every regulatory statement traces to the instrument’s owner.
- ClimatiseClimatise — carbon accounting software (homepage)
File import, the reports it says it generates, the onboarding claim. Vendor’s own material.
- ClimatiseReporting
Frameworks listed: SECR, CSRD, ISSB, ESOS, TCFD. Vendor’s own material.
- ClimatiseESOS Phase 4 software
The ESOS workspace and document sequence. Vendor’s own material.
- ClimatiseConsultancies and partners
“One spine: SECR · ESOS · UK SRS”; white-label. Vendor’s own material.
- legislation.gov.ukSI 2008/410, Schedule 7 Part 7A — SECR
The lines a SECR report must contain.
- Department for Energy Security and Net ZeroGovernment conversion factors for company reporting
The factor sets a UK platform loads.
- Department for Energy Security and Net ZeroGreenhouse gas reporting: conversion factors 2024
An earlier set, still the right one for 2024 activity data.
- Environment AgencyHow to comply with ESOS phase 4
Compliance period 6 December 2023 to 5 December 2027.
- legislation.gov.ukSI 2014/1643, Part 6A — action plans and progress updates
Three progress updates in Phase 4.
- Financial Conduct AuthorityPS26/19 — final rules
Comply or explain against UK SRS for listed companies from 2027.
- Financial Conduct AuthorityCP26/5, full paper (PDF)
The consultation the final rules replaced.
- Department for Business and TradeUK SRS S2 (PDF)
¶29(a): the greenhouse gas metrics.
- GHG ProtocolScope 3 Standard
The fifteen categories.
- Science Based Targets initiativeSBTi
Target validation; Corporate Net-Zero Standard V2 effective 1 February 2027.