Custom Automation &
AI Agents for Finance
Built for Accuracy, Risk Control, and Sustainable Ownership
Trusted by teams that can't afford to get it wrong.
Capto Succeeds
In a world where 90% of automation and AI initiatives fail, we take a fundamentally different approach to deliver the 10% that don’t.
Custom-fit, not forced-fit
We do not push a pre-built platform into your organization. Instead, we design and develop specifically for your workflows, ensuring the solution fits your systems, your processes, and your standards. Every solution is fully owned by you, allowing your organization to retain the intellectual property and a strategic advantage.
"AI Employee," not "AI Agent"
While software vendors offer embedded AI, we build systems that behave more like digital employees. They connect to all systems, execute workflows end-to-end, and across your entire operations. Instead of isolated or gatekept tools, your intelligent automation is embedded directly into your complete processes and existing workflows.
Built for long-term reliability
Processes are built to evolve, optimize, and be maintained. Our solutions have a zero lock-in option to include dedicated developer support to guarantee stability, fix issues, and continuously improve. Ensuring your systems remain reliable, scalable, and future-proof.
Built Into Your Workflows
Your systems stay. The manual work doesn't.
Common Use-Cases
Example Platforms
ERP System
SAP, Odoo, Dynamics & more
SQL / Cloud DB
Postgres, MySQL, Azure SQL
Desktop Applications
Any installed software
APIs & Web Services
REST, SOAP, webhooks
Example Inputs
Excel / CSV
Workbooks, pivot tables, raw exports
PDF Documents
Reports, invoices, contracts
Email / Outlook
Inbox monitoring & extraction
Scanned / OCR
Physical docs, bank statements
Capto Agents
Custom AI For Your Business
Pulling data from ERP, databases & spreadsheets…
Outputs You Desire
PDF Report
Formatted, branded
Excel Workbook
Formulas, pivot tables
Word Document
Letters, filings, templates
Live Dashboard
Real-time BI view
ERP / System Post
Auto-entry, no manual input
Email / Alert
Stakeholder notifications
Approval Workflow
Routed, tracked, logged
What we build is tailored to any of your workflows, tools, and business rules.
Show Me My Use CaseChoose Engagement
Whether you're first exploring or ready to build, we support your journey with a clear path.
Capto PLUS
Analyze Opportunities
For organizations that are unsure where Automation & AI can provide the most value.
- List and document your organization's processes
- Map automation and optimization opportunities
- Quantify with ROI estimates
- Advise a prioritized implementation roadmap
This allows you to start building anywhere with confidence and measurable impact.
Start by Getting AnswersCapto BUILD
Build AI Agents
If you already know your processes and what should be optimized.
- Scope the workflow
- Design the solution
- Build and deploy production-ready Automation & AI
- Integrate with your existing systems
Deployment typically happens within weeks, not months.
Start by BuildingCapto CONCIERGE
Maintenance & Evolution
Your Automation & AI should evolve with your business. Our flexible monthly support includes:
- Improvements to existing processes
- System maintenance
- Extend with new development
- Reliability and accuracy monitoring
Exercise the option to retain us without any lock-in to ensure everything continues to run smoothly and improves over time.
Continuous ServiceOur Process
A structured approach that is fast, documented, and reliable.
Consultative Assessment & Prioritization
The optional services of Capto PLUS and our 360° Process Analysis to identify and rank your opportunities.
Blueprint & Documentation
All builds include documented workflows and technical architecture that support successful development.
Development & Deployment
Build, test, and launch your automations + AI agents aligned with all your technical standards.
Evolution & Maintenance
Continuous improvement, maintenance, and support in order to guarantee sustainability.
Your Guarantees
Capto removes all the sources of risk that companies face when adopting automation + AI.
Commercial
Clear delivery milestones.
Technical
Transparent architecture and no black boxes.
Business
Measurable ROI.
Compliance
Accurate and fully auditable.
How Capto Compares
Bringing Automations & AI Into Finance… Without the Risk
Discover how custom built AI agents can automate your workflows while keeping full control, transparency, and reliability.
Book Your Discovery Call