Ask Kapytl

Run your business by asking, not clicking.

Ask Kapytl is the AI assistant built into your dashboard. Create expenses, log receipts, and get straight answers about your money, deals, tasks, and deadlines in plain English.

Ask Kapytl AI assistant on the agent dashboard

An assistant that actually knows your numbers

Most AI tools have no idea what you earned last month or which deadline is next. Ask Kapytl sits on top of your real books, deals, and tasks, so the answers are about your business, not a generic guess. Ask a question or give it a job, and it gets done.

Replaces
SpreadsheetsManual data entryDigging through menusKapytl
Ask Kapytl prompt with suggested questions

Create anything by asking

Log an expense, upload a receipt, or start a task straight from the chat. Tell Kapytl what happened and it writes it to the right place for you.

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Answers about your money

Ask how much you have made, your net after splits, your real take-home, or which receipts are missing. You get the number, not a report to dig through.

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On top of every deadline

Ask what is due today, what is coming up, or which deals are closing soon. Kapytl pulls it from your deals and tasks in one line.

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Just ask Kapytl

A few of the things agents ask Kapytl every day. Type it the way you would say it.

Create an expenseToday's tasksUpcoming deadlinesDeals closing soonHow much I've madeIncome, net & take-homeUpload a receiptMissing receipts

One assistant, your whole business

Ask Kapytl reaches into your bookkeeping, deals, and tasks so a single question can touch any part of your work.

Ask Kapytl bar with suggested prompts

Ask anything from the dashboard

The Ask Kapytl bar sits at the top of your dashboard with suggested prompts. Start typing and it understands what you mean.

Transaction created by Ask Kapytl

Log expenses and receipts in a sentence

Say what you spent and Kapytl creates the transaction, categorizes it, and attaches the receipt. No forms, no menus.

Deal timeline Ask Kapytl can read from

Check on any deal or deadline

Ask what is next on a deal and Kapytl reads the timeline, surfaces the upcoming deadline, and tells you how many days you have.

Ask Kapytl creating an expense
Plain-English actions

Tell Kapytl what happened. It does the data entry.

Create an expense, log a commission, upload a receipt, or add a task without opening a single form. Ask Kapytl writes it to the right place and keeps your books and deals in sync.

  • Create expenses and transactions from a sentence.
  • Upload and match receipts without leaving the chat.
  • Start tasks and follow-ups the moment you think of them.
Ask Kapytl answering a deadline question
Answers in one line

Stop hunting through reports for a single number.

Your income, your net after broker splits, your take-home, the deals closing this month, the deadlines this week. Ask Kapytl reads it straight from your data and answers in plain language.

  • How much have I made this year, net and take-home.
  • Which deals are closing soon and what is due first.
  • Which receipts are still missing from my transactions.

Frequently asked questions

Two things: take actions and answer questions. It can create expenses, log receipts, and start tasks for you, and it can answer questions about your income, net, take-home, deals, tasks, and upcoming deadlines. Everything it does is on top of your real Kapytl data.

Both. Tell it you spent forty dollars on signage and it creates and categorizes the expense. Ask it what you have made this month and it gives you the number. You stay in control and can review anything it creates.

Ask Kapytl reads from your connected accounts, transactions, deals, and tasks inside Kapytl. That is why its answers are about your business specifically, not a generic estimate.

No. Type the way you would say it. Suggested prompts on the dashboard show you the kinds of things you can ask, but anything in plain English works.

Yes. Your data stays inside your Kapytl account with 256-bit SSL encryption and SOC 2 certified infrastructure. Bank connections run through Plaid with read-only access, and your data is hosted in the US.

Ask once. It's done.

Free to start. No credit card. Your AI assistant is waiting on the dashboard.