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we are failing 😞- Capto Weekly #9

To be clear, we aren't going anywhere...

Capto Team·Finance automation team··3 min read
we are failing 😞- Capto Weekly #9

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Last September, our CEO Alexis announced an ambitious goal: €1M in turnover by end of June. Welcome to March and the truth is at current pace we are coming up short...

HOLD UP, this is NOT actually an SOS message, here’s the more detailed truth and why the ship isn’t sinking😀.

What is the same? Existing clients are retaining and expanding, we have near perfect retention of our services even with a zero lock-in guarantee. Live automation projects are now evolving with AI layers. New processes (and clients) are being placed on our development workbench (we recently surpassed 100+, ICYMI).

What has changed? Decision cycles are 2x what we’ve experienced before. Market research on AI projects supports this as companies cautiously move past the phase of blind investment. DIY agents are also the latest trend that we recognize is tempting and a cycle of exploration that needs to be seen through (i.e. posts “comment CLAUDE to vibe code your entire finance department”😑).

What is Capto doing? For those who come to realize they can’t build an AI agent mansion on sand, or demos and promises, we expanded capacity for consulting & advisory services to provide real grounded direction. With development more attainable, demand for our core offering is coming increasingly from those who recognize that risk management, maintenance, and accuracy all require a bit more than a few prompts.

Why share so transparently? Why devote a whole newsletter to this topic?

At Capto we transparently build in public. Our monthly goals. Wins and losses. We’re bootstrapped, earning the momentum we are seeing, and realize still that belief comes before proof...

Maybe “off track”, but feeling more aligned than ever.


Let’s help each other succeed (click to talk).

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Capto

Company updates worth highlighting.

  • Evidence that we are in-fact doing great things. Clients like Vasil Levski Sofia Airport willing to share publicly the details of their projects with us.

  • And examples of what’s driving us forward into the future. Some of our conversations with finance leaders are “sweeter“ than others.

  • In order to win the AI baseball game, you need to get on base. Home runs are only great for hype.

  • “The Wizard of Education” shares more about an AI version of herself. Episode 26 of “Agents of AI“ is now live for you to guess the identity of our featured guest.

  • “Agents of AI” is getting love from the tax industry. Recognized by taxtech500 in their list of podcast resources.

  • Coffee, Skiing, and visits to our Bansko office! More indications that what we are doing in resonating with the local finance community + that LinkedIn networking works!

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.

  • We often talk about how the longstanding “build vs. buy” debate has changed in the age of AI and is important for organizations to consider all the angles in a modern way. It comes as no surprise that Kieran Gilmurray is already ahead of this with a dedicated chapter in his book.

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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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