CapiPlan Books
Online Accounting Software for Smarter Business Management
Looking for online accounting software that keeps your finances simple?
CapiPlan Books brings accounting, bookkeeping, invoicing, purchases, taxation, and reporting together in one convenient platform.
Built for businesses that want to move beyond manual records, CapiPlan Books combines essential accounting features with practical business management tools. It gives you one connected place to manage your books, transactions, customers, suppliers, and much more.
Choosing online accounting software is about more than tracking transactions. CapiPlan Books brings your finances and everyday business activities together in one connected platform.
- All-in-one accounting and bookkeeping.
- Manage financial records from one central platform.
- Reduce repetitive manual accounting work
- Access your business information whenever you need it.
- Keep sales, purchases, payments, and records connected.
- Get clearer insights through built-in reports and dashboards.
- Choose plans that can grow with your business.
- Manage your accounts without relying on complicated spreadsheets.
Manage Your Books
CapiPlan Books brings key accounting and bookkeeping functions together, so you can spend less time managing records and more time managing your business.
Keep your business finances clear, organised, and easy to manage.
- Manage bank accounts and cash-in-hand
- Record payments, receipts, and transfers
- Track financial transactions in one place
- Monitor balances more easily
- Manage loans and repayments with suitable plans
- Support multiple currencies on applicable plans
Keep your sales process organised from quotation to payment.
- Create and manage sales invoices
- Prepare quotations for customers
- Track customer receivables
- Manage credit notes and proforma invoices
- Monitor sales activity
- Handle specialised invoicing requirements on applicable plans
- Keep customer transactions connected with your accounting records
Stay organised when managing suppliers and business purchases.
- Record supplier bills and purchase expenses
- Create and track purchase orders
- Monitor supplier payments
- Track outstanding balances
- Manage supplier records from one place
- Keep bills, purchases, and payables organised
Make tax-related accounting easier with dedicated tools.
- Manage VAT-related records
- Calculate and apply taxes based on your business requirements
- Organise tax information for reporting
- Support corporate tax management on applicable plans
- Keep tax records structured for better financial control
Build a financial structure that matches your business.
- Create and manage your Chart of Accounts
- Organise income, expenses, assets, and liabilities
- Structure financial records into clear categories
- Connect accounts with cost centres
- Make financial reporting easier to understand
Your accounting records are closely connected to the people and resources you work with. CapiPlan Books helps keep these details organised.
- Maintain complete customer records
- Manage supplier information
- Track customer invoices and receivables
- View supplier bills and payables
- Organise business relationships from one system
- Connect financial activity with relevant customers and suppliers
Whether you sell products, provide services, or manage both, CapiPlan Books gives you tools to keep operations organised.
- Add and manage products and services
- Organise products by groups or brands
- Manage service offerings by department
- Monitor stock levels on applicable plans
- Track purchases and sales
- Generate inventory and service reports
- Manage service-based business records efficiently
Good bookkeeping is not just about recording numbers. It is about understanding what those numbers mean.
CapiPlan Books provides reporting tools to help you:
- Review sales performance
- Monitor expenses and transactions
- Track inventory and services
- Review customer and supplier activity
- Understand VAT and tax information
Hire an Accountant When You Need One
You don’t have to manage everything alone. CapiPlan also supports businesses that want professional accounting assistance.
- Work with an accountant through your CapiPlan setup.
- Keep financial information organised for easier collaboration.
- Give accountants access to relevant business records.
- Make bookkeeping and financial review more efficient.
- Keep your business and accounting information connected.
Quick answers to your most common queries.
What is CapiPlan Books?
CapiPlan Books is online accounting software that helps businesses manage bookkeeping, sales, purchases, invoices, taxation, reports, customers, suppliers, and more in one platform.
Is CapiPlan Books suitable for UK businesses?
Yes. CapiPlan Books is designed to support businesses looking for online accounting software UK solutions to manage everyday accounting and financial tasks.
Is CapiPlan Books easy to use?
Yes. CapiPlan Books is designed as easy online accounting software, making everyday bookkeeping, invoicing, purchases, sales, and financial management simpler.
Your invoicing process should keep up with the way your business operates today. CapiPlan Bridge gives you a connected way to send and receive electronic invoices while reducing manual work.
Make Accounting Easier with CapiPlan Books.
Start using CapiPlan Books and take a simpler approach to online accounting.
