Getting started with Capture

Otto Capture uses AI to extract structured data from receipts, bills, and invoices. Once extracted, you review the data and publish it to your accounting platform.

Setup steps

1. Connect your accounting platform: Authorise Capture to access your client’s accounting data. This syncs contacts, chart of accounts, tax rates, and currencies.

2. Configure your client: Set an email prefix for email submissions, choose a default bill state, and review the synced accounting data.

3. Submit documents: Upload files through the web interface or forward emails to your client’s unique email address.

4. Review and publish: Check the AI-extracted data, make corrections if needed, and publish to your accounting platform.

Submission methods

• Web upload: Drag and drop files or use the file picker in the Capture interface
• Email: Forward receipts and invoices to your client’s dedicated email address

Supported file types

Capture accepts the following file formats:

Category	Formats
Documents	PDF
Images	JPEG, PNG, TIFF, WebP
Web pages	HTML

Tip

For best results, submit clear, high-resolution images or native PDFs rather than scanned documents.

What happens after submission

See Submitting documents for full details on the processing pipeline and document statuses. In summary, every document goes through a malware scan, AI classification and extraction, validation, and contact matching before appearing in your review queue.

Next steps

• Connecting Xero: Set up your accounting platform integration
• Configuring clients: Customise how each client works
• Submitting documents: Start sending documents to Capture