Built for Everyone in the Workflow.
Whether you're an accountant, bookkeeper, accounting firm, or the business owner submitting documents — Capto makes the process simpler for everyone involved.
For Accountants
Less Admin. More Advisory.
The Challenge
Chasing clients for documents, entering data from receipts, cross-referencing invoices, and ensuring every figure aligns with HMRC requirements — these tasks consume hours that could be spent on the work that matters most to your clients.
How Capto Helps
Capto automates the collection and extraction of financial documents. Your clients upload directly, AI structures the data, and you review and approve. Approved data posts straight to your bookkeeping platform — ready for reconciliation, no re-entry needed.
What You Get
- Spend less time on data entry and document chasing
- Reduce back-and-forth email with clients
- Approve and post to your accounting software in one step
- Maintain full visibility and control over every file
- Free up time for everything else
For Bookkeepers
Process More. Enter Less. Deliver Faster.
The Challenge
Processing large volumes of invoices, receipts, and bank statements requires accuracy and speed. Manual data entry takes time, introduces errors, and slows down your whole workflow — especially across multiple clients.
How Capto Helps
Capto extracts and categorises data from documents automatically. You review, correct where needed, and approve. Processed data posts directly to your bookkeeping platform — faster and with fewer errors than manual entry.
What You Get
- Process more documents in less time
- Reduce manual data entry errors
- Post directly to your bookkeeping platform — no re-entry
- Keep records organised and traceable
- Deliver faster turnaround to your clients
For Accounting Firms
Scale Your Practice. Not Your Admin.
The Challenge
Growing a practice means managing more clients, more documents, and more compliance requirements — without proportionally increasing headcount or the risk of errors.
How Capto Helps
Capto provides a unified platform for your team. Route work to the right people, track progress across all client files, maintain consistent audit trails, and integrate with your bookkeeping platforms across every account.
What You Get
- Standardise workflows across your entire team
- Scale client volume without scaling complexity
- Maintain compliance and audit trails across all clients
- Integrate with your bookkeeping platforms firm-wide
- Improve team productivity and visibility
For Business Owners & Clients
Upload Once. Let Your Accountant Do the Rest.
The Challenge
Keeping track of receipts, invoices, and bank statements takes time you don't have. And getting them to your accountant is even more frustrating — lost email attachments, chasing confirmations, not knowing if everything has been received.
How Capto Helps
Your accountant sets up a secure Capto portal just for you. Upload your documents whenever it suits you — straight from your phone or computer. Your accountant gets everything they need, organised and ready to process. No more back-and-forth.
What You Get
- Submit via the Capto app, email, WhatsApp, or browser — any time
- One secure place for all your financial documents — however they were sent
- No more emailing attachments or worrying about lost paperwork
- Your accountant gets everything they need, automatically organised
- Simple to use — no accounting knowledge required
Your accountant will invite you to your Capto portal. If you haven't received an invitation, ask your accountant about Capto.
