A Simple Process.
From Upload to Accounts.
Capto follows a clear, step-by-step workflow — from client document upload through to data posted in your accounting software. Transparent at every stage, with you in control throughout.
Clients Upload — Hassle-Free
Your clients can submit documents in the way that suits them best — through the Capto app (scan or upload), by email, via WhatsApp, or through any browser on their computer.
- Capto app — scan or upload from iOS or Android
- Email — forward documents to a dedicated inbox
- WhatsApp — send documents directly via WhatsApp
- Browser — upload from any device using the web portal
- Automatic reminders for missing documents
- Everything is organised by client and period upon receipt
AI Extracts & Structures the Data
As soon as a document arrives, Capto's AI reads it and extracts the key information — dates, amounts, supplier names, and VAT. Data is structured automatically and presented for your review alongside the original document. A confidence score highlights any fields that need a second look.
- Intelligent document reading — invoices, receipts, and statements
- Automatic categorisation
- VAT and tax-relevant field extraction
- Confidence scoring flags uncertain data for review
- Multi-format support: PDF, images, and scans
You Review, Correct & Approve
Nothing moves forward without your approval. Review what Capto has extracted against the original document. Make corrections where needed with a clean, easy-to-use interface. Approve when you're satisfied. For firms, documents can be routed to specific team members before final approval.
- Side-by-side document and data view
- Simple inline correction interface
- Approval workflow — route to team members if needed
- Full edit history tracked automatically
Post to Your Software & Archive
Once approved, data posts directly to your bookkeeping platform — ready for reconciliation. No re-entry, no copy-pasting. Documents are archived securely in Capto with a full audit trail for future reference or compliance review.
- Direct posting to your bookkeeping platforms
- No manual re-entry or copy-pasting
- Export in common formats if needed
- Secure document archiving
- Complete audit trail: every action logged and timestamped
How We Think About Capto
You Stay in Control
AI assists, but you decide. Every piece of extracted data is presented for your review and approval before anything moves forward.
Workflow-First Design
Capto isn't just a set of features — it's a complete workflow built around how UK accountants and bookkeepers actually operate day to day.
Traceability Built In
Every document, every change, every approval is tracked. Audit trails are automatic — not an afterthought.