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HELP! - Capto Weekly #41

switching things up

Capto Team·Finance automation team··3 min read
HELP! - Capto Weekly #41

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This week, we turn to you

After nearly a year of sharing this weekly update (time flies!), we’re turning the tables.

We usually focus on sharing ideas and insights we hope are useful to you... now is time to admit that we need some from you.

Our work delivering custom-built-to-own AI & Automation projects is doing great. We’re grateful to have a network and business that are both growing as is.

However, our expansion has uncovered more things what we don’t know so well, but understand enough that they are important for our next stage!

  • Helping people find us through search and AI answers. We have great content and distribution, we’re missing search and traffic to our website. Advice for creating a hosted blog? What should come over from our Substack? Anything else missing from our current site and content strategy?

  • Building our presence beyond our own channels. Like our Clutch profile. Creative ideas for encouraging reviews? Other directories that we should be a part of? What other activities are good for earning useful backlinks?

  • Making the contract process easier. We understand there will be redlines. How do you limit the back and forth? What’s the best e-signature tool for staying on top of changes?

Our own AI prompts and Google searches have helped. Now, we’d love to learn from those with real experience. So with transparency and humility always, we’re opening our calendar and inboxes to hear from you...

Have advice on any one of these? Know someone who does? Reply and let us know. A quick tip or recommendation would mean a lot.

Or let’s TALK!
It could be about your AI & Automation challenges too, we got you covered ;)

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Capto

Company updates worth highlighting.

  • We got our own servers! Why? Because now we have a demo agent running 24/7 and all you need to do is ask for access.

  • Every AI vendor gets asked the same five questions according to this CFO - so we answered them.

  • Our team member Velislava is an English philologist working at an AI & Automation company - here’s how she is learning YOUR language.

  • “if you’re sick of him we got you” - our Taylor Swift-style ode to DIY AI & Automation.

  • We ran out of paper - can someone put us in touch with Dunder Mifflin Scranton?

Spokes

A section dedicated to highlighting the work of our official allies.

  • Have we collaborated before? Would you like to? Looking for a boost in visibility? We are continuing to build out this program and open to discuss adding members to our directory.

You

Doing our part in a community-based approach where our feeds, inboxes, and meetings are the source for learning and happiness.

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Capto helps Finance teams (and adjacent functions) adopt intelligent automation in environments where accuracy, risk management, and accountability are critical. We design and deploy bespoke AI Agents, true “AI employees”, fully owned by our clients. No black boxes. No dependency. Just stronger internal IP and a sustainable competitive edge.

Our approach allows us to tailor each project to our clients’ unique processes, handle end-to-end across multiple systems, and once delivered are paired with dedicated developer resources to ensure stability.

Structured with commercial guarantees, technical transparency, and enterprise-grade compliance. Capto offers clients flexible relationship options for all stages of their AI journey; process discovery & analysis, documentation, development, maintenance, and evolution.

Capto prioritizes sustainable, high-quality, and direct decision making that leads to long-term relationships and to support our network-driven approach.

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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