Automatically sort expenses, organize tax categories, track profitability, and simplify your entire financial workflow — powered by artificial intelligence.
Only $99/month after trial. Cancel anytime.
The Capstone Promise
Every transaction, every tax line, every job — sorted in real time by AI. Save hours per week, eliminate accounting headaches, and walk into tax season already done.
What You Get
Every feature contractors, construction firms, and service businesses actually need — built in, not bolted on.
Every transaction is categorized to the correct IRS tax line in real time. The AI learns from your corrections and gets sharper every week.
Built from the ground up for contractors, roofing companies, and service businesses. Job costs, vendor labor, change orders — handled natively.
No more manually sorting QuickBooks transactions before tax season. Schedule C is filled out as the year happens, not at the end of it.
Send invoices, accept ACH and cards, pay vendors — all without leaving Capstone. Money in and money out flow through one unified ledger.
Profitability, job costs, cash flow, and business performance — visible the instant a transaction posts.
Ask any question in plain English: "What's my EBITDA?" "Which jobs are losing money?" Get answers grounded in your actual books.
Real-Time EBITDA
Capstone tracks EBITDA in real time with AI-powered dashboards that monitor revenue, expenses, job costs, margins, and profitability as transactions flow through the system.
The Old Way vs. The Capstone Way
Built on Artificial Intelligence
Capstone's AI runs alongside your business, learning from every transaction, reconciling your books, and forecasting your future — silently, in the background.
Every transaction matched to its IRS line — no chart of accounts gymnastics.
Cash forecasts, vendor anomaly alerts, EBITDA projections — all generated automatically.
Schedule C drafts itself as the year goes. End-of-year audit finds missed deductions before filing.
Three vendors are running above their Q3 averages:
Combined cost impact this quarter: $42,184. Want me to flag these for next month's review?
Integrations
Plus 10,000+ banks via ACH connections — Bank of America, Chase, Wells Fargo, and more.
The Dashboard
Every metric. Every transaction. Every job. Every dollar in motion.
Pricing
One plan. Everything included. Cancel anytime.
Billed monthly after your 3-day trial. No setup fees.
No credit card required for trial.
Built for operators like you
"My CPA used to bill me for 40 hours of QuickBooks cleanup. This year? Zero. Schedule C was already done. Capstone paid for itself in week one."
"I finally see EBITDA in real time without a bookkeeper. I know which jobs are profitable while they're still running, not three months later."
"We replaced QuickBooks + Bill.com + a part-time bookkeeper with one $99/month subscription. The math wasn't even close."
Capstone Financial automates your bookkeeping, tracks your profitability, and organizes your business finances in real time using artificial intelligence.
$99/month after your 3-day free trial.