Financial clarity,
engineered.
Capital Toolkit helps CPAs and business owners value, finance, and grow, with AI-verified document intake, cross-document reconciliation, and a single source of truth for every corporate and personal detail.
One workflow. Two brands. Zero compromises.
White-label it. Own it.
- Your firm logo and colors in the client portal
- Choose how prominent the "powered by Capital Toolkit" mark is
- Client-side document intake with AI verification
- Instant cross-document reconciliation and accounting checks
Your numbers, understood.
- Answer a guided questionnaire, we do the math
- Upload documents once, we cross-check them automatically
- See financing eligibility across CSBFP, BDC, and bank programs
- Everything saves as you go. Come back any time.
An end-to-end financial application, in one platform.
Identity-verified intake
Legal name, operating name, and personal identity are captured and verified against government IDs, Articles of Incorporation, and tax documents.
AI document classification
Every uploaded PDF is read by Claude and classified. Uploaded the wrong thing? We tell you immediately, and suggest the right type.
Cross-document reconciliation
We compare names across Articles, Shareholder Registry, T2, bank statements, and more. A mismatch is flagged automatically.
Valuation questionnaire
Mirrors our CBV-grade valuation model. Accounting identities are checked live, balance sheets that don't balance are flagged.
Financing eligibility
CSBFP, BDC, and traditional programs, matched to your business profile in real time.
Application status & reports
One report. Red alerts. Warnings. Outstanding items. Captured data. Also delivered by email.
Four steps, from sign-up to ready for review.
Identify the business
Enter your legal name, operating name, and jurisdiction. We distinguish between Inc, Ltd, and the casual name.
Upload documents
Drag-and-drop PDFs. We verify each one against your legal entity and extract key fields.
Answer the questionnaire
Revenue, financials, normalizing adjustments, QSBC status. Every field is validated as you type.
Submit or save
Status report auto-generates. Submit when ready, or save your draft and come back later.
See what your business is worth.
Sign up for free. Answer the questionnaire. Upload your documents. We'll do the rest.
Start your valuation