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Running a mile in our client's shoes - or a few miles actually...

Capto Team·Finance automation team··1 min read
Running a mile in our client's shoes - or a few miles actually...

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We truly were the cobbler’s children until a few months ago…
And here are a few honest reasons NOT to automate.

But we are getting new shoes this Friday!

At Capto, here is why we were not automating ourselves:
1️⃣ Scale: As we often tell clients: if there is no real ROI (and not only financial), why bother?
Most of our internal finance operations were simply too small.
2️⃣ Visibility: Everything was fragmented. Invoices on Revolut. Accounting mostly on the accountant’s side. Documents spread across Google Drive.
Hard to automate chaos you can’t even clearly see.
3️⃣ Quality: I personally tested many of the “5-minute automation” tools.
Yes, they are good. But not at doing what's needed.

Fast forward to today:

Scale: We now manage dozens clients, follow-ups, invoicing flows, reporting… The ROI is obvious. 💵

Visibility: Thanks to Florian Linz, we now have real dashboards, reporting, and visibility across operations. Honestly, a few “simple Excels” already saved us more than €2,000. That’s a lot of champagne for the team 🥂

Quality: Well… now we have some of the most experienced developers for these exact financial operations internally. So now I challenge them and for once… a bit less than with client projects so they can breathe 🙊

Friday, Lyubomir and the team locked the deadline. And yes… we will have our own AI employee... WAIT... not the LinkedIn fantasy version.
As we always tell clients pragmatically and transparently:
this is the result of continuous improvements, structuring, analysis, and iteration.

Now we are deploying a big step. Then many more steps will follow.

Will keep you updated.
Alexis
P.S. This post is definitely not sponsored by ASICS 😅

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Originally posted on LinkedIn:

https://www.linkedin.com/posts/alexischevallot_we-truly-were-the-cobblers-children-until-activity-7465144311886655488-PPjt

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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