AI-Powered Financial Platform — Now in Beta

Your business is making
financial decisions blind.

Capitalyx fixes that. Model any decision, forecast your runway, catch problems 3 months before they hit — without hiring a CFO.

Start 14-day free trial →See how it works

No credit card required · SOC2-ready · Cancel anytime

app.capitalyx.com/dashboard
Monthly Revenue
$284K
+18.3%
Cash Runway
14.2 mo
−1.4 mo
Burn Rate
$42K/mo
Optimized
Break-even
Q3 '26
6 wks early
AI Executive Brief
Revenue momentum is strong, up 18.3% MoM. The Hire 3 Engineers scenario shows best risk-adjusted ROI at +$1.4M projected ARR with 88% confidence.

Trusted by 200+ founders worldwide

Luminary AIPeakFlowVeritas LabsOrbit SaaSCrestwood VenturesNova Health

"We caught a cash crunch 3 months before it hit. Worth every cent."

— Marcus T., Founder @ Luminary AI

"I used to spend Sundays in spreadsheets. Not anymore."

— Sarah K., CEO @ PeakFlow

"Feels like having a CFO on call at 2am. Genuinely."

— Priya N., COO @ Orbit SaaS

Platform Features

Built for financial clarity

Every feature designed around one goal: better decisions.

◇

Financial Forecasting

See where your business is headed. Enter your numbers and get a clear 12-month forecast — revenue, burn rate, runway, and break-even — updated instantly.

Always up to date
⬡

Scenario Planning

Before you hire, spend, or change pricing — model it first. See the exact financial impact of any decision before you commit a dollar.

Unlimited on Pro
✦

AI Financial Insights

Get plain-English summaries of what's happening in your business. Our AI spots risks and opportunities so you don't have to dig through the numbers.

Powered by Claude
◈

Team Access

Invite your team, accountant, or investors. Set who can view and who can edit. Everyone works from the same numbers.

Secure & private
◫

Easy Data Import

Type in your numbers manually or upload a CSV. No complicated setup — you can have your first forecast running in under 5 minutes.

Start in 5 minutes
◉

Email Reports

Send financial reports directly to any inbox — Outlook, Gmail, or anywhere else. Monthly summaries, P&L, cash flow — one click to share.

Works with Outlook
How It Works

From data to decision in minutes

01

Enter your numbers

Add your revenue, expenses, and cash balance. It takes less than 5 minutes and you don't need any integrations to get started.

02

Model a decision

Thinking about hiring, changing prices, or increasing your ad spend? Create a scenario and see what it does to your runway and profit.

03

Get your forecast

Capitalyx calculates your 12-month financial outlook — cash position, burn rate, break-even date — based on your actual numbers.

04

Read the AI summary

Our AI turns your forecast into plain language. You get a clear picture of what's going well, what needs attention, and what to do next.

Pricing

Simple, transparent pricing

All plans include a 14-day free trial. No credit card required.

Starter
$49/mo

For solo founders getting their first financial clarity.

  • ✓3 active scenarios
  • ✓12-month forecast
  • ✓1 organization
  • ✓5 AI summaries/month
  • ✓Email support
Start free trial →

Billed monthly · Cancel anytime

Most Popular
Pro
$149/mo

For scaling teams that need unlimited simulations.

  • ✓Unlimited scenarios
  • ✓36-month forecast
  • ✓3 organizations
  • ✓Unlimited AI insights
  • ✓CSV import
  • ✓10 team members
  • ✓Priority support
Start free trial →

Billed monthly · Cancel anytime

Enterprise
$499/mo

For finance teams and multi-entity businesses.

  • ✓Everything in Pro
  • ✓Unlimited orgs & members
  • ✓QuickBooks + Stripe sync
  • ✓SSO (SAML/OIDC)
  • ✓Audit logs
  • ✓Dedicated Slack support
  • ✓99.9% SLA
Start free trial →

Billed monthly · Cancel anytime

Know your numbers. Make better decisions.

Join 200+ founders who use Capitalyx to understand their finances and plan ahead — without needing a CFO.

Get started free →

14-day free trial · No credit card required

FAQ

Common questions

What is Capitalyx?
Capitalyx is a decision intelligence platform for founders and finance teams. You input your business financials, build scenarios (e.g., 'what if we hire 5 engineers?'), run deterministic forecasts, and get AI-powered CFO-level insights — all without a spreadsheet.
Is the AI giving me financial advice?
No. Capitalyx is a modeling and simulation tool. The AI interprets your forecast outputs — it summarizes trends, flags risks, and ranks scenarios by impact. It does not advise you to buy, sell, or hold any asset. Always consult a qualified financial advisor.
How is my financial data protected?
Your data is encrypted at rest and in transit. We use Neon Postgres (SOC 2 certified) for storage, Clerk for authentication, and Stripe for payments. We never sell or share your financial data with third parties.
Can I cancel my subscription anytime?
Yes. Cancel anytime from your billing portal. You retain access through the end of your paid period. We don't offer refunds for partial months, but you'll never be charged after cancellation.
What's the difference between Starter and Pro?
Starter gives you 1 organization, 3 scenarios, and 5 AI insights per month — perfect for solo founders. Pro gives you 3 organizations, unlimited scenarios, and unlimited AI insights, ideal for growing teams or multiple businesses.
Do you offer a free trial?
Yes — every plan starts with a 14-day free trial. No credit card required to start. At the end of your trial you choose a plan or your account is paused.