Capisol

Help your finance team get paid faster, reduce repetitive administration and give customers the documents they need to pay.

Capisol is a cloud accounts receivable and document automation platform that works alongside your existing ERP. It connects invoice delivery, supporting documents and collections activity, helping finance teams resolve queries and keep payments moving.

AUTOMATE DOCUMENT DELIVERY
Distribute invoices and statements automatically, with linked supporting documents such as proof of delivery. Reduce manual resends and the missing paperwork that can delay payment.

SIMPLIFY COLLECTIONS
Use Collect to configure payment reminders, record promises to pay and maintain shared customer notes. Give credit controllers more time for customers who need personal attention.

SEE WHERE TO FOCUS
Monitor outstanding balances, overdue invoices, days sales outstanding and forecast collections. Track email delivery and opening activity to inform follow-ups.

KEEP DOCUMENTS ACCESSIBLE
Find invoices, statements and supporting records in a searchable cloud archive. A customer portal provides convenient access to documents, while audit trails record document activity.

WORK ALONGSIDE YOUR ERP
Capisol integrates with supported systems including Microsoft Dynamics 365, Acumatica, Sage 200 Evolution, Sage 300 and Sage X3. Available capabilities depend on the ERP integration and selected services.

START WITH YOUR BUSINESS PRIORITIES
Usage-based pricing aligns the service with your requirements and document volumes. Deployment scope, access requirements and success measures are agreed with your team.

Contact us for a demonstration focused on your accounts receivable challenges, ERP environment and potential business value.