Getting Started with Capitalyx

Capitalyx is your AI-powered CFO — built to help you model decisions, forecast outcomes, and stay ahead of your numbers. Getting up and running takes less than 5 minutes.

1. Create your account

Sign up at capitalyx.com. Your 14-day free trial starts immediately — no credit card required.

2. Set up your business

Head to Settings → Business Profile. Enter your company name, industry, and fiscal year. This context powers your AI insights.

3. Add your financials

Go to Financials and enter your revenue, expenses, and cash position. You can also import a CSV file for faster setup.

4. Run your first forecast

Navigate to Forecast and click "Generate Forecast". Capitalyx will analyze your data and produce a 12-month projection.

5. Ask the CFO Chat

Click the chat icon and ask anything — "What's my runway?", "When will I hit $1M ARR?", "What if I hire 3 people next quarter?"