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CapOut + Xactimate

Insurance restoration teams spend hours manually re-keying estimate data from PDFs into Xactimate. CapOut eliminates that step. Upload any insurance scope PDF, and CapOut extracts every line item, builds the estimate, and exports a ready-to-use .ESX file directly into your Xactimate account.

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Compatible with all leading carriers nationwide

What the integration does

CapOut connects directly with Xactimate to remove the manual steps between receiving an insurance scope and working in your estimating software.

Eliminate manual data entry

Upload any insurance scope PDF and CapOut extracts every line item automatically. No re-keying into Xactimate.

Export directly to Xactimate

One click sends a ready-to-use .ESX file into your Xactimate account. Edit, supplement, or close from there.

See margins before you commit

Review profit projections with your actual material and labor costs before you accept or bid on a job.

Generate production orders instantly

Turn approved scope into supplier and labor orders without rebuilding the project in a second system.

Before you start

Make sure you have the following ready before enabling the integration.

An active Xactimate license (desktop or online)
A CapOut account (free Pay As You Go plan, no credit card required)
Any insurance scope PDF from a supported carrier

How to set up the integration

Four steps from signup to your first .ESX export.

Create your CapOut account

Step 1

Sign up at capout.ai. The Pay As You Go plan includes 300 free tokens. No credit card required.

Connect your Xactimate account

Step 2

In CapOut settings, enter your XactNet address. This allows CapOut to send converted estimates directly to your Xactimate account.

Upload your first PDF

Step 3

Drop any insurance scope PDF into CapOut. The system reads the document, extracts line items, and prepares the estimate for review.

Review and export

Step 4

Confirm the extracted data, check profit projections if needed, and export the .ESX file to Xactimate. The file appears in your account within seconds.

Need help getting started?

Reach out to the CapOut support team anytime.

Frequently asked questions

Common questions about the CapOut and Xactimate integration.

CapOut accepts insurance scope PDFs from all major carriers. Upload the PDF and CapOut handles extraction and conversion.

Upload a PDF and the converted estimate shows up in your Xactimate account in seconds, regardless of the number of line items.

Yes. You need an active Xactimate license (desktop or online) to receive the .ESX export from CapOut.

Yes. The Pro plan supports unlimited users and locations. Your estimators, production staff, and reviewers can work from the same account.

CapOut uses end-to-end encryption and SOC 2 compliant infrastructure. Your files are protected at rest and in transit.

Contact support@capout.ai or visit capout.ai/support.

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your first PDF?

Upload an insurance scope PDF free. Get a ready-to-import Xactimate estimate in seconds.

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No credit card required