Every account,
one consolidated view.

Each account only ever tells you its own small part of the story. Kapio reads them together and works out the number you actually wanted: what is genuinely available, right now, across everything.

Business accountEveryday tradingLive
Savings and taxSet asideLive
Card and overdraftRevolving creditLive
Payment platformsSales and feesSyncing
Loans and facilitiesRepaymentsLive
Your position, merged
$0
Available across everything, after tax set aside
True cost of goods62%
Debts consolidated4 facilities
Marketing this monthup 18%
Left after bills$8,200
How it works

Connect once, securely.
It stays current.

Every connection runs through open banking. Watch exactly what happens, and where you stay in control.

Step 01
Choose what to share

You pick which accounts to connect. Nothing is shared until you approve it, and you can add or remove any of them later.

Step 02
Approve inside your own bank

Consent happens in your bank, under the Consumer Data Right. Your banking password is never shared with Kapio or anyone else.

Step 03
Connected, read only

Kapio can read your accounts to explain them. It can never move money, and you can disconnect any account at any time.

9:41
Connect an account
Which account?Choose one, or add several.
Your bank
Savings and tax
Card and overdraft
Continue
Approving in your bank
You confirm the share inside your own banking app. Kapio never sees your password.
Consumer Data Right
Connected
Read only. Kapio cannot move money.
Your bankSharing
Disconnect any time
What a sale really leaves

A big sales day is not
always a big day.

A good sales day feels like a good day. Then the stock has to be replaced, the fees come off, the wages go out and the tax gets set aside, and what actually stays in the business is a different number entirely. This is that number.

You sold
$1,000
Left for you
$180
18 cents in the dollar
Stock to replace$540
Wages$180
Tax set aside$68
Card and platform fees$32
Actually yours$180
Your sales screen shows the first number and stops there. Kapio shows the last one, because it can see the stock, the fees, the wages and the tax at the same time, across every account you have connected.
9:41
Accounts
5 linked
Merged position
$42,680
Across everything, after tax set aside
Business account
Everyday trading
$18,240Live
Savings and tax
Set aside
$24,440Live
Payment platform
Sales and fees
$3,120Syncing
+ Connect another account
Works with your banks

Whoever you bank with,
Kapio reads it.

Kapio provides insights across all of your bank accounts, in one consolidated view. Connect a single account to get going, or every one you hold to see the whole business at once.

Business accounts
Your everyday trading account, and any others you run
Savings and tax
So Kapio knows what is already spoken for
Cards and overdrafts
Revolving credit counted properly, not forgotten
Payment platforms
Sales, and the fees that come off them
Loans and facilities
What you owe and what it costs you each month
Personal, if it matters
Many owners fund the business themselves. That counts too.
Common questions

Before you ask.

Is my banking data safe?

Bank data is shared through illion Open Data Solutions, an Accredited Data Recipient under the Consumer Data Right. Access is read only, so nothing can be moved, and you can withdraw consent at any time.

How many accounts can I connect?

As many as you need. The more you connect, the more complete the merged picture becomes.

Can Kapio move my money?

No. Access is read only. Kapio can see and explain, it can never transact.

What happens if I disconnect?

You stop sharing immediately. Consent is yours to withdraw whenever you choose.

Keep exploring

The rest of the picture.

See your cash flow What came in, what went out, and what is actually yours to spend. Read more → Ask Kapio anything Will payroll clear? What can I afford? Ask, and get a straight answer. Read more → Your data, your control Open banking under the Consumer Data Right. Read only, and reversible. Read more →

Smart financial decisions
start with Kapio.

Connect your business in a couple of minutes and see where you actually stand. Free to get started, and nothing touches your credit file.

Data shared under the Consumer Data Right Read only access. You can disconnect any time.