Business Finance OS

Business Finance OS for founders & operators

Run revenue, expenses, cash, KPIs, forecasts, investor reports, and AI CFO in one Business Workspace — start free, unlock Premium intelligence when you scale.

Start Tracking Free Explore Demo

Read-Only Access

Strict read-only layer endpoints. Your capital cannot be touched or transferred.

Bank-Grade Encryption

AES-256 bit end-to-end encryption protecting your asset data.

Data Privacy Secured

Zero data selling. No ad-networks. Fully isolated rows.

Secure Auth

Industry-standard secure authentication protocols.

Built for founders, freelancers, and growing companies

Most founders stitch bank exports, Stripe, and spreadsheets. Capitallytics Business Finance keeps books, KPIs, and board-ready views in one operating system.

Free users can create a business workspace, add revenue and expenses, and see a basic dashboard. Premium unlocks forecasting, KPI intelligence, AI CFO, integrations, and exports.

From daily cash to investor packs

Capture invoices and OpEx once. Premium scenarios stress-test hiring and downturns. Investor and board reports export without rebuilding decks every month.

Pair Business Finance with Personal CFO Mode when you need household net worth beside company runway.

Key features

Revenue & expenses

Ledger-first books with basic cash balance on Free.

KPI dashboard

MRR, ARR, margins, and burn multiple — Premium.

Forecast & scenarios

Hire, growth, and downturn models on live run-rate.

AI CFO

Ask runway, margin, and collections questions on your books.

Investor & board reports

PDF, Excel, and CSV exports for stakeholders.

Integrations

Stripe, Razorpay sync today; banks & accounting on roadmap.

Why investors choose Capitallytics

One workspace, not five tools

Books, KPIs, and AI in the same Business Finance OS.

Premium when it pays for itself

Upgrade at $199/mo when forecasts and reports save founder time.

Read-only money movement

Integrations focus on importing payments — not moving funds.

Start your Business Finance workspace free

Add revenue and expenses today. Upgrade to Premium when you need forecasts, KPIs, and AI CFO.

Start Tracking Free Read Investing Guides

Read-Only Access

Strict read-only layer endpoints. Your capital cannot be touched or transferred.

Bank-Grade Encryption

AES-256 bit end-to-end encryption protecting your asset data.

Data Privacy Secured

Zero data selling. No ad-networks. Fully isolated rows.

Secure Auth

Industry-standard secure authentication protocols.

Business Finance FAQ

Answers to common questions about business finance on Capitallytics.

Is Business Finance free?+

You can create one business workspace, add revenue and expenses, and use the basic dashboard free. KPI Dashboard, Forecast, AI CFO, Reports, and Integrations require Premium.

Who is Business Finance for?+

Startup CEOs, founders, freelancers, and small businesses who want cash clarity and investor-ready reporting without a full finance team.

How much is Premium?+

Premium is $199 per month (localized display; Razorpay charges the INR equivalent). It includes Business Workspace intelligence, AI CFO, and personal portfolio Pro features.

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Business Finance OS for founders & operators

Run revenue, expenses, cash, KPIs, forecasts, investor reports, and AI CFO in one Business Workspace — start free, unlock Premium intelligence when you scale.

Read-Only Access

Strict read-only layer endpoints. Your capital cannot be touched or transferred.

Bank-Grade Encryption

AES-256 bit end-to-end encryption protecting your asset data.

Data Privacy Secured

Zero data selling. No ad-networks. Fully isolated rows.

Secure Auth

Industry-standard secure authentication protocols.

Built for founders, freelancers, and growing companies

Most founders stitch bank exports, Stripe, and spreadsheets. Capitallytics Business Finance keeps books, KPIs, and board-ready views in one operating system.

Free users can create a business workspace, add revenue and expenses, and see a basic dashboard. Premium unlocks forecasting, KPI intelligence, AI CFO, integrations, and exports.

Start your Business Finance workspace free

Add revenue and expenses today. Upgrade to Premium when you need forecasts, KPIs, and AI CFO.

Read-Only Access

Strict read-only layer endpoints. Your capital cannot be touched or transferred.

Bank-Grade Encryption

AES-256 bit end-to-end encryption protecting your asset data.

Data Privacy Secured

Zero data selling. No ad-networks. Fully isolated rows.

Secure Auth

Industry-standard secure authentication protocols.

Business Finance FAQ

Answers to common questions about business finance on Capitallytics.

Is Business Finance free?+

You can create one business workspace, add revenue and expenses, and use the basic dashboard free. KPI Dashboard, Forecast, AI CFO, Reports, and Integrations require Premium.

Who is Business Finance for?+

Startup CEOs, founders, freelancers, and small businesses who want cash clarity and investor-ready reporting without a full finance team.

How much is Premium?+

Premium is $199 per month (localized display; Razorpay charges the INR equivalent). It includes Business Workspace intelligence, AI CFO, and personal portfolio Pro features.