What is Capture?
Save time. Make progress.
Capture strips out the hassle of manually submitting information and links you directly to our next-level insurance advice. Just share your data through our secure API and we’ll get straight to work – putting together policies as progressive as your business.
Connect in 30 seconds.
Step 1
Share your latest financials via API.
Step 2
Upload your company pitch deck or strategy as a PDF.
Step 3
Share your current insurance policies as PDFs.
How Capture works
Proactive support for growing
businesses.
Everything about Capture is designed to make sorting your insurance faster, simpler and safer.
By securely connecting your accounting software through a single bank-grade API, we’ll assess your financial situation in real time. This allows us to proactively review where you are, so we can provide advice for where you’re going.
As you grow, we’ll keep pace with you and your changing needs. Leaving you more time to keep building your business.
Why use CAPTURE/?
Reasons to rest assured.
The thought of linking your accounting data can be a bit daunting. To put your mind at ease, here are some quick answers to questions you probably have. Or read our FAQs.
Why?
It’s actually safer. Data shared manually (using email or the post) is at higher risk of being stolen. And by always being up to date, we can adapt to your changing needs.
How?
We’ll link to your accounting software using Codat’s single API. All data is encrypted and protected by the highest level of security protocols.
What?
We’ll be accessing your information to look at your latest balance sheets, and profit and loss statements.
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Faqs
Which accounting packages does CAPTURE/ support?
FreeAgent
Quickbooks
Sage
Xero
Clearbooks
Microsoft Dynamics 365
Oracle Net Suite
Kashflow
What if I don’t use one of the listed accounting packages?
We’ll ask you to upload your latest accounts in a universal format, for example PDF.
Why do you need my financial information?
To help us carry out an in-depth review of your insurance needs and explore more accurate quotes with insurers
How does CAPTURE/ access my data?
We access your data using the official Application Programming Interface (API) of your accounting system. Once you’re logged in, you’ll be prompted by your provider to share access with us. You control this access and we never see your login credentials.
Once I connect, do I need to do anything else?
Once you connect your accounting system, we’ll be able to see any updates so you won’t need to keep sending us updated information. The only time you’ll to reconnect is if your username or password changes.
How safe is my data?
Codat has strict protocols in place. Your data is held to the highest level of bank grade data security. It is encrypted end-to-end and can only be viewed by our growth and broker teams.
The system used to connect to your financial software has passed the requisite penetration tests and is ISO27001 compliant.
Read more about these protocols here.
Who at Capsule will have access to my information?
Your information will be reviewed by our growth and broker teams as part of the quotation process.
Will you share my information with any third parties?
CAPTURE/ is powered by Codat – you can read their data protocols here.
If we would like to share your information with an insurer to discuss a quote, we will ask your permission first.
How do I revoke access?
There are two ways to revoke this access to your data:
Login to your accountancy package and withdraw your consent.
Email hello@capsulecover.com and we will revoke your consent from our side.
Contact us
Take your next step.
If you’re interested in how we can help or just want to introduce yourself, get in touch. We’re always happy to talk. Alternatively you can book a meeting with one of the team using the Capsule Calendar.