Product/Features
Simple Tools. Accurate Data. Ready for Your Accounting Software.
Capto brings together client document collection, AI-powered data extraction, and direct posting to your bookkeeping platforms — designed around how UK accountants and bookkeepers actually work.
DOCUMENT COLLECTION
One Portal. All Your Client Documents.
Give your clients multiple easy ways to submit their receipts, invoices, and bank statements — via the Capto app, email, WhatsApp, or browser. No more chasing attachments. Everything arrives organised, categorised, and ready for processing.
- ✓ Secure client upload portal — accessible from phone or computer
- ✓ Supports PDFs, images, and scanned documents
- ✓ Documents automatically categorised on arrival
- ✓ Automated reminders for missing documents
- ✓ Organised by client, period, and document type
📁 Document Collection Portal
Replace this placeholder with your screenshot
🤖 AI Extraction Interface
Replace this placeholder with your screenshot
AI EXTRACTION
AI Reads Your Documents. You Stay in Control.
Capto’s AI reads each uploaded document and extracts the key information — dates, amounts, supplier names, VAT, and more. A confidence score flags anything uncertain, so you can check and correct with ease.
- ✓ Invoice and receipt parsing
- ✓ Bank statement extraction
- ✓ Multi-format support: PDF, images, and scans
- ✓ Confidence scoring highlights fields to review
- ✓ Easy side-by-side correction interface
TEAM WORKFLOWS
Route, Assign, and Approve — Across Your Team.
Route documents and tasks to the right team members automatically. Build approval workflows that match how your practice operates. Always know what’s been reviewed, what’s pending, and what’s approved.
- ✓ Customisable approval chains
- ✓ Team task assignment and tracking
- ✓ Status notifications at each stage
- ✓ Full visibility across all client files
🔀 Workflow Dashboard
Replace this placeholder with your screenshot
📋 Audit Trail Log
Replace this placeholder with your screenshot
COMPLIANCE & AUDIT
Every Action. Logged. Traceable.
Every document upload, data edit, and approval is automatically logged with a timestamp and the name of the user who made it. No extra effort required — your audit trail is built as you work.
- ✓ Automatic change history logging
- ✓ User action tracking with timestamps
- ✓ Exportable audit reports
- ✓ Full traceability for HMRC reviews and client queries
INTEGRATIONS
Works With the Software You Already Use.
Capto posts extracted data directly to your accounting platform. No manual re-entry, no copy-pasting, no switching between systems.
Capto + Xero
Post invoices, receipts, and expense data from Capto directly into Xero. Extracted data arrives structured and categorised, ready for reconciliation.
Capto + QuickBooks Online
Sync processed document data from Capto straight to QuickBooks Online. Spend less time entering data and more time working with it.
Capto + Sage
Connect Capto to Sage and post extracted data automatically once approved. Works with Sage 50 and Sage Business Cloud Accounting.
Capto + FreeAgent
Send processed document data from Capto to FreeAgent automatically. Ideal for practices with freelancer and small business clients.
See Capto in Action
Book a demo and see how these features work for your practice.