Your AI CFO across Personal and Business modes
Personal CFO helps investors interpret portfolio, net worth, tax, and goals. Business AI CFO answers runway, margin, and collections questions from live ledgers.
Limited AI is available on Free. Unlimited AI, business forecasting, and executive reports unlock with Premium.
Built for decisions, not chatbots
Insights cite your data — burn, cash, holdings, and outstanding invoices — then suggest the next ledger action.
Educational only: Capitallytics is not a registered investment adviser. Always verify decisions with your own research or professionals.