Got Questions? We've Got Answers.
Everything you need to know about Capto, from getting started to security and pricing.
Getting Started
Capto is an AI-powered document automation platform built for UK accountants, bookkeepers and their clients. It captures receipts, invoices, purchase documents, and bank and credit card statements, extracts the data automatically, and pushes coded transactions straight into your accounting platform — removing manual data entry.
Capto is designed for UK accounting practices, bookkeeping firms, and the businesses they serve. Whether you're a sole practitioner or a multi-office firm, Capto scales to your client base with per-client pricing.
Apply for early access via our contact page or request a demo. Once you're onboarded, you'll set up your practice, connect your accounting platform, and invite clients to start submitting documents. Our team supports you throughout onboarding.
Clients can snap a photo, forward an email, or upload a PDF. Capto accepts receipts, invoices, purchase orders, bills, and bank and credit card statements in any common format.
Receipts, sales and purchase invoices, purchase orders, bills, supplier statements, and bank and credit card statements. Multi-document PDFs are automatically split into individual documents.
Security & Data
Your data is stored securely on UK/EU infrastructure. Capto Cloud Limited is registered with the ICO and processes data in accordance with UK GDPR.
Yes. Data is encrypted in transit and at rest using industry-standard encryption.
Access is controlled at practice and client level. Only authorised users within your practice can view your clients' documents. Capto staff access is strictly limited and logged.
Yes. Every action is recorded in a full audit trail, with 7-year retention to support your compliance and record-keeping obligations.
Yes. Capto is built for UK compliance, including MTD-ready workflows, CIS handling, and HMRC VAT number validation.
Documents and the associated audit trail are retained for 7 years, in line with UK record-keeping requirements. You can export your data at any time.
Pricing & Plans
A 'page' is a single processed page of a document. Your plan includes 270 pages per client per month, which includes an allowance of 20 bank statement pages.
If you exceed your included allowance, overflow is handled with top-up credits. Your included 270 pages per client per month is generous and covers typical usage — a month would typically cover around 20 bank statements and 250 purchase, sales and supplier documents per client.
Yes. You can discuss your plan with our team at any time. Monthly plans can be cancelled any time; early adopter pricing is locked for 12 months from sign-up.
Top-up credits are valid for 12 months from purchase.
Early adopters receive an initial free period from go-live. Apply for early access or book a demo to discuss the current offer with our team.
Using Capto
Capto pushes coded transactions directly to Xero and QuickBooks, with Sage available and FreeAgent coming soon.
Capto uses a multi-engine AI OCR approach (three engines) to maximise accuracy, automatically extracting supplier, amount, VAT, date and category. You stay in control — every entry can be reviewed, approved or overridden before it reaches your accounts.
Yes. You can add team members to your practice with appropriate access levels, and manage client-level permissions across your firm.
You can export your data before cancelling. After cancellation, data is retained in line with our retention policy and legal obligations, then securely deleted. Contact support@capto.cloud for an export or deletion request.