Reporting software

Financial Reporting Software with AI insights

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.

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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.

How financial intelligence software works

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.

Financial Reporting

Key features

Statements

Income statement, balance sheet, and cash flow.

Reports

P&L, aging, GL, and trial balance views.

AI explanation

Ask what moved after an import.

Why teams use Capitallytics

No shadow P&L

Reports read posted books rather than a parallel local copy.

Get started

See reporting on your books

Start free, then open Statements and Reports in Business Workspace.

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Financial Reporting FAQ

Answers to common questions about financial reporting on Capitallytics.

Can Capitallytics analyze financial statements?

Yes. Statements and Reports present posted P&L, balance sheet, and cash flow. AI CFO can explain movements using those actuals.