Skip to content
Captier

Spend the time on the audit — not on hunting for documents

Captier keeps every request, document and deadline in one place. Accountants get a clear overview, manual chasing drops, filing takes care of itself, and the client gets a simpler process.

Book a demoSee the workflow

Live demo

Clients have delivered 1,934 documents across 3,461 requests. 57 of them have been reviewed and approved.

Email was built for conversation — not for collecting documents

When audit material moves by email, requests, documents and follow-ups scatter across inboxes and long threads. It becomes hard to see what has arrived, what is missing, and where the material was filed afterwards.

Captier holds the whole process in one place — from the first request to the document being received, reviewed and approved.

With Captier

Request

Bank reconciliation, December

  1. Requested08.01.2026
  2. Received12.03.2026
  3. Reviewed18.03.2026
  4. Approved20.03.2026

All in one place

By email

Accountant's inbox

Material for the 2025 audit

  1. RE: Material for the 2025 audit
  2. Re: Material for the 2025 audit
  3. Fwd: Material for the 2025 audit
  • What is missing?
  • Latest version?
  • Where was it filed?

Collecting documents with Captier

  • Every request and document sits per client and financial year
  • Each document attaches directly to the request it belongs to
  • Status shows whether material is missing, delivered or approved
  • Accountant and client work from the same current view
  • Reminders are sent straight from the request
  • The whole trail and its conversation stay together
  • Documents are filed automatically in the right structure
  • Accountants see at a glance who delivered or reviewed what
  • The client always knows what is outstanding
  • A request ends clearly once the material is approved

Collecting documents by email

  • Files sit scattered as attachments across separate threads
  • No single view of what is still outstanding
  • Status has to be pieced together from mails and replies
  • It is unclear which file is the latest version
  • Follow-ups and reminders have to be sent by hand
  • Material then has to be downloaded and filed manually
  • Documents risk being filed under the wrong client or year
  • Knowledge of the process lives in one accountant's inbox
  • The client cannot see for themselves what is still missing
  • A thread has no clear ending and no approval state

Captier covers collecting and reviewing supporting documents. The audit procedures themselves stay in your own tools.

One shared view for accountant and client

Every request carries a clear status, so both sides can always see what is missing, what is awaiting review, and what is finished.

Not started
The request has been created, but work has not started yet.
Awaiting client
Waiting for the client's reply or material.
In progress
The accountant is working on the request right now.
Delivered
The client has delivered the material, which is awaiting the accountant's review.
Approved
The material has been reviewed and approved. The request is closed.
Past deadline
The deadline has passed and the material has not been delivered.

An overview of every client engagement

See status across your clients and financial years. Spot missing material, upcoming deadlines and requests that need chasing.

One platform across the entire audit journey

Seven connected modules on one shared data foundation. Captier is being built to carry context and evidence from the first request to the final report.

  1. Integration

    Lookups and exchange with the systems the material already lives in.

    Roadmap

  2. Planning

    Tasks, owners and deadlines settled before the work begins.

    Roadmap

  3. File sharing

    Request, receive and approve client documentation in one secure workspace with clear ownership and status.

    Available

  4. Audit execution

    Procedures performed and evidenced against material already collected.

    Roadmap

  5. Working papers

    Working papers tied to the document and request they rest on.

    Roadmap

  6. Signing

    Signature on the documents the engagement has already gathered.

    Roadmap

  7. Reporting

    The report drawn out of the work rather than written alongside it.

    Roadmap

Run the numbers on your own admin

The calculator uses your figures. Every assumption is editable, and the result can be shared straight from the address bar.

Access and control

Access to client material is governed by clear roles and permissions, so each user only reaches what is relevant to their work.

Access enforced in the database
PostgreSQL row level security decides what each user can see. Access is enforced in the database, not only in the interface.
Roles on both sides
Both the client side and the accounting firm have several roles. What a screen shows follows from the role.
Separated firms and clients
Each accounting firm has its own clients. Clients can have parent and subsidiary companies with inherited access.
Magic-link sign-in
Access is granted through a single-use link to the user's email address. There is no password to reuse or leak.
Private requests
A request can be marked private. Both the request and its file names are then visible only to its creator, the assignee and the firm's administrators.
Locked financial years
A financial year can be closed and locked so documents are not altered after completion.

Hosting

The application runs in the EU (Frankfurt). We do not list certifications or encryption guarantees here. Ask us and you will get them in writing, precisely.

Simple, transparent pricing

Pay only for the users at the accounting firm. Client users, client engagements and document exchange are all included.

Introductory offer

Early Bird

For firms that want to get started with Captier quickly and safely.

3 months free

Then the standard per-user price

  • Full implementation included
  • We set up your clients and workflows
  • Personal onboarding for the team
  • Unlimited client users
  • Unlimited client engagements
  • Support by phone and email
Get Early Bird access

No charge for the first 3 months

Standard

For firms that would rather handle the basic setup themselves.

DKK 1,000

per user / year

  • Unlimited client users
  • Unlimited client engagements
  • Unlimited document exchange
  • Status, deadlines and reminders
  • Comments and approval
  • Ongoing support
Get started with Captier

Only the accounting firm's users are charged

No charge per client, per engagement or per document.

The team behind Captier

Captier is built by a cross-disciplinary team with backgrounds in audit, product, software, law and international sales. Together we build, run and keep developing the platform close to our customers.

  • Joachim Elmegaard, Ph.D.

    Administration & Operations

  • Martin Hebsgaard Crillesen

    Business Development & Product Design

  • Tobias Karentius Kromann

    Software development

  • Mikkel Madsen

    Software development

  • Benjamin Heath

    Legal Advisor

  • Kent Mosbech

    Sales & International Expansion

Frequently asked questions

What does Captier cover, and what does it not?

Captier covers document collection: request lists per client and financial year, file upload and download, comments, reminders, status overviews and an approval queue. Captier does not perform audit procedures, does not do planning or reporting, and does not pull figures from your bookkeeping system.

Can we reuse a request list from last year?

Yes. Request lists can be copied to another financial year or to other clients, and statuses reset on copy. There is no import of existing PBC templates from spreadsheets today.

How does the client know what to do?

The client sees a list of the requests still outstanding, with title, description and due date, and uploads directly on the request. Reminders are sent from the request and cannot be repeated within 24 hours.

Do you integrate with bookkeeping systems, banks or public registries?

No. The only registry lookup in the product today is a CVR lookup that fills in a company's name and address from its CVR number. Integrations with bookkeeping, banks and data extraction are things we are looking at, but they do not exist in the product.

Do you support Danish and English?

Yes. The whole product is available in Danish and English, and each user picks their own language.

How do we get started?

Book a demo. We show the product against your own workflows, and then we agree what a rollout looks like for your firm.

Ready to make document collection simpler?

Book a no-obligation demo and see how Captier can mean less chasing, a better overview, and a simpler process for your clients.

Book a demoLog in