Clients who hand you clean receipts
Capplio turns your clients’ piles of paper receipts, photos and forwarded emails into organized records with taxes split out, so tax season goes on advice, not data entry.
What changes for your practice
Taxes split out
GST, HST, PST and QST taken from each receipt as printed. Any line read wrong can be corrected.
Exports you can work with
Excel with a summary, every receipt and every line item, or CSV. Any date range.
Every photo, linked
On Business, a ZIP with the report and every receipt photo. Each row opens its photo.
A live Google Sheet
Plus and Business clients can keep a Google Sheet that updates itself and share it with you.
Join your client’s team
Clients can invite you as an admin to review receipts in the app (it uses one of their plan’s seats).
Nothing missing
Clients snap, forward emails or connect Outlook, so receipts arrive as they happen, not in April.
English and Chinese
The app works in English, 繁體中文 and 简体中文. Supplier names stay as printed.
Backed up
Every receipt can be copied to the client’s own Google Drive or OneDrive.
Three steps for you
Recommend Capplio
Clients start on the free plan. No card needed.
They snap as they spend
AI reads each receipt. Clients only fix what is flagged.
You get a clean export
At month-end, quarter-end or tax time.
Your judgment stays in charge
Capplio sorts and adds up what is printed on receipts. It does not file returns, decide what is deductible or replace your review.
Become an early partner
We are setting up a partner program for accountants and bookkeepers.
Tell us about your practice and we will be in touch before Capplio opens.