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Financial intelligence platform
Capitallytics is financial management software for people and businesses — net worth, cash flow, portfolio, statements, forecasting, and AI analysis on the data you already keep.
Personal
Personal finance — net worth, cash flow, portfolio, and goals.
Business
Business finance — statements, forecasting, FP&A, and AI CFO.
Read-only import — no asset transfer
Net worth
₹48.2L
Assets minus liabilities · personal ledgers
Cash
₹6.1L
Investments
₹32.4L
Capitallytics is a financial intelligence platform for people and businesses. Personal is your financial life — net worth, cash flow, portfolio, and goals. Business is company operations — statements, forecasting, FP&A, and reports. AI sits on the same data you already keep — never mixed across the two workspaces.
How it works
Capitallytics is built around the work people and finance teams already do: connect data, understand it, plan, monitor, ask, and act.
01
Bring in spreadsheets, statements, holdings, and integrations. Import stays read-only — Capitallytics cannot transfer funds.
02
Personal files stay in Personal. Business statements become canonical actuals with source and provenance on each record.
03
Plan household goals and budgets, or build income statements, forecasts, and financial projects for the company.
04
See net worth and spending in Personal, or revenue, expenses, cash flow, and KPIs in Business — never mixed.
05
Ask questions against the financial system you are already building — personal ledgers or business books.
06
Open Forecast, classify a line, or export a report. Insights point to the next financial action.
Two operating contexts
Personal
Net worth, cash flow, investments, spending, goals, and financial health — organized so you can see position, change, and progress.
Net worth
₹48.2L
Assets minus liabilities · personal ledgers
Cash
₹6.1L
Investments
₹32.4L
Business
Revenue, expenses, cash flow, forecasts, KPIs, financial statements, financial modelling, and integrations — with imported actuals labeled separately from books cash.
Imported actuals
₹4.82L
Net income · canonical financial records
Revenue
₹12.4L
Expenses
₹7.58L
Overview
Net income, revenue, and expenses from imported actuals — with source, record count, and books cash labeled separately.
What this helps you do: open Overview and know whether the period made money, before opening a spreadsheet.
Explore Business FinanceImported actuals
₹4.82L
Net income · canonical financial records
Revenue
₹12.4L
Expenses
₹7.58L
Revenue
Invoice, Stripe, statements, and manual entries in one ledger. Filter, inspect a line, and keep provenance visible.
What this helps you do: answer “where did this revenue come from?” without reconciling three tools.
Explore Business Finance| Date | Description | Source | Amount | Status |
|---|---|---|---|---|
| 12 Jun | Acme retainers | Invoice | ₹1,20,000 | Manual |
| 08 Jun | Stripe payout | Stripe | ₹86,400 | Imported |
| 01 Jun | Statement line | Statements | ₹2,10,000 | Imported |
Expenses
Category, vendor, and source on each line. The same records feed Overview totals and expense ranking for AI.
What this helps you do: cut with evidence — not a gut feel about “costs are up.”
Explore Business Finance| Date | Description | Source | Amount | Status |
|---|---|---|---|---|
| 14 Jun | Cloud & software | AWS | ₹42,800 | Manual |
| 09 Jun | Payroll | Statements | ₹3,20,000 | Imported |
| 03 Jun | Office | Vendor | ₹18,500 | Manual |
Financial Projects
Board packs, forecasts, and diligence live as projects — linked to imported actuals or scenario work, not lost in folders.
What this helps you do: keep FY planning and a live import in distinct, inspectable workspaces.
Explore Business FinanceQ1 board pack
Imported actuals linked
FY26 forecast
Scenario workspace
Seed diligence
Request list
Forecasting
Baseline vs hire (and other scenarios) from books run-rate. Forecasts stay separate from imported canonical actuals.
What this helps you do: see runway impact of a hire before it hits the books.
Explore Business FinanceBaseline vs hire scenario
From books run-rate — not mixed into imported actuals.
Integrations
Stripe, Razorpay, and Google Sheets — with setup status shown honestly. Nothing is marked connected until credentials work.
What this helps you do: pull payouts and sheet rows into the same operating model as statement imports.
Explore Business FinanceStripe
Payments
Setup required until keys are added
Razorpay
Payments
Import succeeded payouts
Google Sheets
Spreadsheet
Mapped revenue / expense rows
Contextual AI
Business AI is not a generic chatbot. It answers from your books ledger — cash, burn, runway, expense categories, revenue — and points to the next workspace action.
AI CFO answers use the books ledger (revenue, expenses, cash, invoices). Imported canonical actuals stay on Overview, Revenue, and Expenses so the two layers are never silently mixed.
Explore AI CFOWhere spend concentrates
Start with the top category, then re-check Forecast. Answers use your books ledger, not imported canonical actuals.
Straight answers about Capitallytics as financial management software — personal finance, business finance, statements, and AI analysis.
Get started
Import once. Capitallytics organizes Personal and Business in separate workspaces, then AI explains the numbers you already track.
Free to start · No credit card required
Business finance, portfolio tracking, calculators, and investing guides — one operating system.
Contact
Reach out for product questions, partnerships, or support. We read every message.
Trust
Connections are encrypted. Imports are read-only. You own the data. We describe the controls that actually ship in the product — not invented certifications.
Your financial data is yours. We do not sell personal information to third parties.
Encrypted connections, secure authentication, and read-only import pipelines for statements.
Hosted on reliable infrastructure with access controls. Export when you need a report.
Traffic uses HTTPS. Authentication goes through industry-standard providers. Statement and CAS import is designed as analysis-only — Capitallytics cannot move, trade, or transfer underlying assets.