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P&L, balance sheet, cash flow, aging, and trial balance from posted books — then ask AI CFO what changed. Reporting is a read of accounting, not a second workbook.
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.
Data is imported or entered, journals post, the ledger updates, and statements are produced from those postings. Forecasts and valuation scenarios can then use actuals instead of a disconnected model.
Capitallytics Reports and Statements are designed to follow that path in Business Workspace.
Income statement, balance sheet, and cash flow.
P&L, aging, GL, and trial balance views.
Ask what moved after an import.
Reports read posted books rather than a parallel local copy.
Start free, then open Statements and Reports in Business Workspace.
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.
Answers to common questions about financial reporting on Capitallytics.
