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Day 2 of the month and our accounting is closed!

Capto Team·Finance automation team··1 min read
Day 2 of the month and our accounting is closed!

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It’s day 2 of the month and our accounting is already closed.
I didn’t touch a single invoice. Our AI Agent did.

And it’s not even our most advanced one. It’s the one we built for our own Capto Finances.

Here’s what it did while I had my coffee ☕
📄 Collected all our Accounts Payable documents
🏦 Extracted our banking data from Revolut
🟰 Reconciled every payable against the bank
🏴🏳️ Flagged missing information, plus files it couldn’t match
💶 Prepared every invoice to send, and asked me only about the ones that needed my input
💻 Loaded everything into our dashboard and database for analysis

What that gave me back today:
✅ All accounting tasks closed
✅ Every invoice sent on day 1
✅ Highlights and guidelines shared with the team
✅ This month’s goals set
✅ Time to stay personal with each of our 31 clients (announcements coming soon 👀)
✅ …and time to write this post

This used to take me days. Now it takes 2 hours & enable me to go much deeper on each task!

The best part? It does the job exactly how I want it, the first time.
It will still improve, though: I just sent Lyubomir a 3-page review with improvements for next month. That’s how it gets better every cycle.

If you want an AI Agent that handles your finance without messing it up, you’re not alone.
Send me a DM and I’ll show you how it works.

Have a great month,
Alexis

—

Originally posted on LinkedIn:

https://www.linkedin.com/feed/update/urn:li:activity:7523049062506582017

Also published in the Capto newsletter on Substack

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Capto Team

Written by

Capto Team, Finance automation team

Capto designs, builds and runs AI agents for finance teams: accounts payable, receivables, reconciliation and reporting, connected to the systems each client already uses.

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