Business OS

Business Financial Dashboard for founders & small teams

A business financial dashboard for revenue, expenses, cash, and KPIs — part of Capitallytics Business Finance OS. Start free; unlock deeper analytics with the Business plan.

Start free trial See how it works

Read-only import

Analysis-only pipelines. Capitallytics cannot transfer your capital.

Encrypted connections

HTTPS on every session. Credentials stay with auth providers.

Your data stays yours

We do not sell personal information to third parties.

Secure authentication

Industry-standard sign-in. No OTPs or passwords over email.

What the business dashboard shows

Free users see core books and a basic business overview. The Business plan unlocks richer KPI dashboards, forecasts, and reporting exports.

This is the marketing entry to Business Finance — authenticated `/business/*` routes are private and not indexed.

Business Dashboard

Key features

Executive overview

Business health at a glance.

KPIs

Margins, burn, and growth metrics on the Business plan.

Cash awareness

Revenue and expense ledgers feed the view.

AI-assisted questions

Ask about runway and margins on your data.

Why teams use Capitallytics

Not a personal dashboard

Business mode is separate from Personal Finance OS.

Get started

Try the business dashboard

Start free on Capitallytics Business Finance.

Start free trial Read the blog

Business Dashboard FAQ

Answers to common questions about business dashboard on Capitallytics.

Is the business dashboard free?

A basic business workspace is available on Free. Advanced KPIs and forecasts require the Business plan.