Help

How can we help?

Answers to common questions, and how to reach us directly.

FAQ

Common questions.

How do I connect my bank accounts?

Kapio connects to your bank through open banking under the Consumer Data Right, via illion Open Data Solutions. Access is read-only, you choose which accounts to share, and you can disconnect at any time from Connected Accounts.

Will checking my credit score affect my file?

No. Kapio shows your business credit score using a soft enquiry, refreshed quarterly, which leaves no mark on your credit file.

How does the cash flow view work?

Once your accounts are connected, Kapio shows a 90 day forward view of what's come in, what's gone out, and what's left after bills, flagging tight weeks before they land.

Is my data secure?

Yes. See our Security page for details on encryption, access controls, and how open banking connections work.

How do I close my account or delete my data?

Contact us using the details below and we'll action your request in line with our Privacy Policy.

Keep exploring

The rest of the picture.

Privacy Policy How we collect, use, and protect your business information. Read more → Terms of Use What governs your use of the Kapio platform and services. 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.