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.
A CRM built for bookkeepers
No more time-consuming client management
Client communications, document follow-ups, deadlines, and onboarding tasks -Capsule brings all the essential information into one place, so nothing slips through the cracks.
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 like service type, recurring deadline dates, or client categories like bookkeeping, payroll, and year-end. Tag clients and build views that fit your workflow.
Time to add AI to your workflow?
You didn’t become an accountant to chase invoices and format spreadsheets. This eBook shows how AI can tackle the tedious stuff — so you can focus on what you really want to do.
AI trends that matter
Tools to help you work faster and think clearly
Quick wins for research, writing, and admin
Where free tools flop — and what’s next
Grab your free AI tools guide
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 over 70 integrations"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