Deliver ESOS Phase 4 across every client, from one workflow.
Energy consultancies and ESOS Lead Assessors use Climatise to run Phase 4 at scale: qualification, audits, sign-off, MESOS notification by 5 December 2027, and the action plan and progress updates that follow, all under your own brand.
5 Dec 2027
Notification deadline (via MESOS)
70–80%
Energy data shared with SECR & UK SRS
1 workflow
Across your whole client base
The challenge
What ESOS providers are facing
The four-yearly project model is broken
Phase 4 adds an action plan and two annual progress updates after notification. ESOS is now an ongoing cycle, not a one-off audit you close and forget for four years.
A spreadsheet per client doesn’t scale
Maintaining dozens of bespoke spreadsheets through a multi-year cycle is fragile and hard to staff. A new analyst can’t pick up a client without first decoding someone else’s workbook.
The evidence pack is rebuilt from scratch
When the Environment Agency asks, you reconstruct reports, energy data, group structure, and sign-offs by hand, hours per client, often months after the work was done.
Sign-off chase across assessor and client
The Lead Assessor approval and the board-level director confirmation get chased over email, with no single timestamped record of who signed what, and when.
Phase 4 turns ESOS from a four-yearly audit into an ongoing cycle: an action plan plus two annual progress updates. For providers, that is recurring revenue from data you already hold, not a project you close and re-open every four years.
The solution
How Climatise helps
One repeatable ESOS workflow
Every engagement runs through the same stages, documents, and sign-off points, from Assessment Stage Report to notification. Standardised quality, any analyst can pick up any client.
See this feature →Assessor-ready evidence pack
Reports, sign-offs, energy data, group structure, compliance-route evidence, and MESOS submissions assembled automatically as each document is finalised, downloadable as one ZIP on request.
See this feature →Action plan & progress-update tracking
Carry the recommendations into a director-signed action plan and track delivery through the two annual progress updates, recurring work from data you already hold.
See this feature →One spine: SECR · ESOS · UK SRS
These frameworks share 70–80% of the same energy data. Collect it once per client and report it three ways from one defensible foundation.
See this feature →Safe, role-based client access
Give clients read-only and sign-off access under your brand while your assessors keep full edit rights. The director confirmation is captured in the evidence pack.
See this feature →White-label under your brand
Clients see your logo, colours, and domain, not ours. Run many clients from one platform without growing headcount in step with demand.
“Our clients need clear carbon data and practical plans to cut emissions. The platform gives them both. We use it to show clients exactly where they stand and what to do next, and they can see progress in real time.”
Nick Drake
Net Zero Director, Zenergi, Zenergi
Common questions
ESOS Providers carbon reporting FAQ
Yes. Energy consultancies and ESOS Lead Assessors run engagements under their own brand, give clients safe read-only and sign-off access, and reuse one workflow across many clients, without growing headcount in step with demand.
After notification, Climatise carries the assessment’s recommendations into a director-signed action plan and tracks delivery through the two annual progress updates, so the recurring Phase 4 obligations run from data you already hold. DESNZ confirms the exact Phase 4 deadlines in updated guidance.
Yes. ESOS Phase 4, SECR, and UK SRS share roughly 70–80% of the same energy data. Climatise keeps one defensible data foundation per client and produces each framework’s output from it, so collecting data once serves all three.
The reports and sign-offs, the energy data used in calculations, group structure, compliance-route evidence, and MESOS submissions. Climatise assembles this automatically as each document is finalised, so it can be downloaded as a single ZIP if a client is audited.
Platform
The full platform behind these numbers
Data Upload
Drag & drop your data. No templates, no formatting.
Calculations
Instant Scope 1, 2 & 3 with full audit trail.
Reporting
1-click compliant reports for SECR, CSRD, ISSB.
Reductions
Scenario modelling and target tracking.
Chat
Ask anything about your emissions data.
Suppliers
Automated questionnaires and Scope 3 data.