SMB Finance

Small Business Finance software for founders & operators

Track revenue, expenses, and cash for small businesses and freelancers. Unlock KPIs, forecasts, and AI-assisted business insights with the Business plan when you scale.

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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.

Built for operators, not enterprise ERP

Small businesses need clear books and cash visibility without heavyweight ERP. Capitallytics Business Finance focuses on revenue, expenses, KPIs, and reporting in a founder-friendly workspace.

Personal wealth tools stay in Personal Finance OS. Collaboration features for professional modules follow product capabilities — do not assume cloud collaboration on every surface.

Small Business Finance

Key features

Revenue & expenses

Core books on Free.

KPI dashboard

Business metrics on the Business plan.

Forecasting

Scenario planning when unlocked.

AI-assisted CFO insights

Questions grounded in your business data.

Why teams use Capitallytics

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Basic business books without a credit card wall.

Same brand, clear modes

Personal and business finance remain separate.

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Open Business Finance

Create a free business workspace on Capitallytics.

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Small Business Finance FAQ

Answers to common questions about small business finance on Capitallytics.

Is this accounting software?

Capitallytics Business Workspace includes accounting workflows — account book, AP, AR, ledger, and statements — plus reporting and AI. It is not a payroll or tax-filing product.