You manage the numbers, we keep track of everything else
Built to help you deliver excellent client service without the admin overload. Capsule gives Bookkeepers everything they need to manage client relationships. Never miss a follow-up or reminder again. With smart reminders and streamlined workflows, you’ll save time, stay organized, and deliver a top-tier experience that keeps clients coming back.
Select a plan that suits you
Pay for the tools you need and nothing you don’t. No onboarding costs or sudden price hikes.
Perfect to try Capsule and see how it works.
Free Forever.
For small businesses with one to five employees.
Billed Annually.
Got a small sales team? This is the plan for you.
Billed Annually.
For big sales teams and fast-growing small businesses.
Billed Annually.
Find the perfect plan for your business
A CRM built for bookkeepers
No more time-consuming client management
From onboarding to follow-ups, Capsule centralizes every client detail so deadlines stay clear and nothing gets missed.
Everything clearly set out
Capsule is built to help you work smarter, not harder. No technical know-how needed. Just a clear, central hub where you can focus on the work that matters.
Balance your books - and your workload
Set reminders for client deadlines at specific times, like the month end. Assign team tasks and track every stage of a client job from quote to close.
Tailored to the ledger
Add custom fields, tag clients, and build views for bookkeeping, payroll, or year-end. Build your workflow, your way.
Reporting by numbers
Turn client data into clear insights with Capsule’s reports. Track leads, revenue, and performance in one place.
Save time with integrations
Capsule works seamlessly with the solutions you already use. We also support Zapier, Make, and others, so you can create bespoke integrations, just for your niche use case.
Browse marketplace"I discovered Capsule in 2012 and haven't questioned switching since! It has kept me organized on a daily basis with tasks for my clients and tracking opportunities. Honestly, I love that it is super clean and easy to use. It sends daily emails of the tasks for the day, syncs my contacts with Google, and integrates great with my accounting software and MailChimp."
Nick. K