01
Less data to retype.
Upload a document. AI recognises its type and extracts information for you to check and correct. Then find it with a search.
From manual data entry to checking the result.
Documents and AIDocuments, expenses, approvals and customers
The software to
digitalise your business.
Documents, expenses, approvals and customers in one place. Reduce retyping and track the status of your work, with modules that fit how your business operates.
Every module at Base, including on the free plan.
Legal preservation, connected to your processesInside CustodoAI
Less data to retype.AI extracts it. You check it.
Real product screenshot · sample data
01
One environmentfor documents, expenses and approvals
02
Experienced partnersin business digitalisation
03
Legal preservationconnected to your documents
Partners with experience
in business digitalisation.
Behind Custodo are partner companies with experience in digitalising business processes. We start with the work of your business: how you handle documents, expenses and approvals today, and which steps you want to simplify.
Let’s discuss your processWhere you save time, every day
Less data to retype.
Fewer tasks to chase.
Documents, expenses, approvals and customers follow different processes. Custodo brings them into one environment, with the modules your business needs.
02
Fewer approvals to chase.
Define who approves and in which order. Each request has a status, a deadline and a person responsible.
See where a request is waiting and whose turn it is.
Approval workflows03
Give every deal a next step.
Contacts, deals, activities and documents in one place. See what has been done and plan the next conversation with the customer.
Know who to contact and which opportunity to follow.
Customers and CRMFrom everyday work to documents worth preserving
Legal preservation.
Connected to your work.
Expense claims, receipts, invoices and contracts: Custodo connects legal preservation to the documents you handle every day, in the same place you work.
The value continues after the task is closed.
Keep documents authentic, intact and retrievable over time, ready when your business or accountant needs them.
- Expense claims and receipts
- Invoices and accounting documents
- Contracts and signed documents
- Email, PEC and delivery receipts
Example: the journey of an expense claim
- 01
Collect the receipt
Photograph and attach the receipt to the expense.
- 02
Submit and approve the claim
Lines, totals and approvals follow your business process.
- 03
Prepare the summary
Export the claim; at Premium, also as a PDF with receipts.
PDF with receipts: Premium - 04
Preserve the documents
Send the expense claim and receipts into the preservation process with the dedicated module.
From collecting a receipt to preserving its documents: one workflow in the same environment, with rules and responsibilities defined for your business.
Ready-to-use modules, with room for how you work
The module you need
can start here.
Is your team spending time on a step the available modules do not cover? We can build one around your business process, integrated into Custodo.
Propose your moduleUseful to other businesses too?
We fund development.
If we select the module to become part of the platform, we cover the agreed development.
Usage follows the plan and module terms. Exclusive customisations are quoted separately. Features, timelines and any separate costs are agreed before work begins.
- 01
Tell us about the work
How you handle it today and what you want to improve. Your own words are enough.
- 02
Define the solution together
We assess whether a new module is needed, its usefulness to other businesses, features and timelines.
- 03
Try it together
We build what we agree on and check with you that it solves the problem.
Why do we do this? We invest in development because your need can make Custodo better for other businesses too.
The product in practice
From a document
to work moving forward.
See how you go from a document to checked data and an approval. In your demo, we start with one of your tasks and compare today’s steps with the ones in Custodo.
Upload documents and find them in a shared archive, with access assigned to your team.
Real product screenshot · sample dataApprovals require a configured workflow. Feature availability depends on the module tier.
One platform, many tasks
Your tools,
in the same place.
Every module is included at Base. Start with the ones you need; choose advanced features only where they help.
Documents and AI
Organised documents and data you can check.
Email and PEC
Messages, attachments and receipts together.
Approvals
Requests, responsibilities and deadlines.
Expenses
Receipts, reimbursements and approvals.
Signatures
Get a document signed through a link.
Customers and CRM
Contacts, deals and upcoming activities.
Business insights
Dashboards built on your work data.
AI assistants
Searches and summaries with your permissions.
Integrations
Connect Custodo to your tools.
Legal preservation
Preserve the documents from your business processes.
AI receipt reading is included from the Intermediate Expenses tier.
An accessible first step
Start small.
Grow when you need to.
Choose your plan for people and volumes. Advanced module tiers are optional and priced per business.
Free
Start with your own daily work.
0€/month
- 1 user
- 1 GB of storage
- 200 documents
- 50 AI pages per month
- Every module at Base
Register your business
Small
For a small team working together.
49€/month
- 5 users included
- 20 GB of storage
- 2,500 documents
- 500 AI pages per month
- Every module at Base
Additional user: €12/month
Register your businessMedium
Bring in more people and activities.
129€/month
- 15 users included
- 100 GB of storage
- 10,000 documents
- 2,000 AI pages per month
- Every module at Base
Additional user: €9/month
Register your businessPrices exclude VAT and use monthly billing. Every plan includes modules at Base. Advanced features, additional users and extra usage may have separate costs.
See full pricing, Large and EnterpriseDevelopment and usage: two clear costs.For a module selected for the platform, we cover the agreed development. Subscription and usage terms are defined before work begins.
Before you begin
The answers you need.
Which task can I start with?
Start with what takes up the most time today: organising documents, tracking approvals or keeping customers and activities together. Your demo can focus on one process and the modules that help manage it.
Does legal preservation cover expense claims too?
Yes. Legal preservation also covers expense claims and receipts. Collect expenses, approve the claim and preserve its documents with the dedicated module, under the rules defined for your business. Claim PDFs with receipts require the Premium tier of Expenses.
Does storing a file mean it has been legally preserved?
Legal preservation requires a dedicated process, with rules, responsibilities and evidence. Uploading to the Archive, preventing deletion and exporting a PDF do not complete this process on their own: in Custodo, the Preservation module handles it.
When is module development free?
When Custodo selects the proposal for the platform because it helps other businesses too. We assess the need, fit with the product and potential to reuse the solution. Features and timelines are agreed before work starts. Submitting a proposal does not mean it has been accepted.
What will I pay to use the new module?
The offer covers the agreed development. Usage follows the plan and module tier; any consumption, migration or specific integration costs are listed separately in the proposal. Exclusive customisations are quoted separately.
Will other businesses be able to use the module?
Yes, if it is selected for the platform. Other customers can use the functionality under the applicable terms. Your business data stays separate: sharing a feature does not mean sharing data.
Can I keep using my existing business software?
We can assess a connection to the programs you already use. Custodo provides integration tools; feasibility and any work needed depend on the software and the data to exchange. Tell us where you are starting from.
Do I have to buy all the modules?
Every module is included at Base in every plan, including the free one. The plan sets people and volumes; higher tiers add features to individual modules.
How is my business activated?
Register online, confirm your email and enter your business details. Activation follows verification of the signed documents and company registration extract. If you would like to see the product first, request a demo.
Who controls what the AI can do?
AI extracts information that you can check and correct. Assistants access data according to assigned permissions and cannot sign documents. When you connect an external assistant, requested content also goes to its provider: the product explains this before you connect.
Let’s start with your business
Which task takes up
the most time?
We start with one of your processes: see how to handle it in Custodo and which steps you can simplify. If the right module is missing, we assess how to build it together.
- A demo focused on the process you want to improve.
- The steps you can reduce or automate.
- Features, timelines and costs to assess together.