From Financial Chaos to Clarity in Minutes
Turn your accounting data into actionable forecasts—so you always know your cash, burn, and runway.
Start Free in 60s
No credit card required.
OAuth 2.0 Secured
We never see or store your financial credentials.
Enterprise-Grade Security
True data isolation, encryption, & full deletion control.
Why Founders Struggle with Financial Clarity
Your business is complex, but your financial data is scattered, manual, and backward-looking.
Siloed Systems
Your CRM, bank, and accounting tool don't talk. You're left to piece the story together manually, switching between tabs and copying numbers.
Manual Busywork
You spend 5-10 hours/week categorizing transactions, matching invoices, and chasing receipts—time you should spend on strategy.
Reactive Decisions
By the time you see a problem (cash crunch, churn, burn rate jump), it's too late. You're always one month behind.
Go from Data to Decision in 3 Minutes
One platform. All your financial insights. Automated.
Connect in 60 Seconds
Securely connect your Pennylane account in 60 seconds using OAuth 2.0. We never see or store your bank passwords.
Coming soon: Quickbooks and Hubspot
See Your Dashboard
Instantly see your unified cash position, burn rate, and AI-powered runway forecast. This is CapIA Clarity.
3-4 minutes setup
Find the "Why"
Drill down to the 'why' behind any number. Our Intelligent GL automatically categorizes every transaction.
Save 5-10 hours per week
OVERVIEW DASHBOARD
Real-Time Financial Health
See cash, revenue, profit, and customers at a glance. Filter by 6M, YTD, LTM.
CASH FLOW FORECASTING
Predict Your Runway Before You Run Out
AI forecasts cash balance for 12 weeks/months. See best/worst case scenarios.
REVENUE & GROWTH ANALYTICS
Forecast Revenue with Confidence
Track MRR, ARR, churn, CAC. Forecast revenue by customer cohort.
AUTOMATED BOOKKEEPING
Save 5-10 Hours/Week on Bookkeeping
AI categorizes transactions, matches invoices, finds new customers/suppliers.
FINANCIAL STATEMENTS
Investor-Ready Reports in 1 Click
Monthly/Quarterly/Annual P&L, Cash Flow Statement. Drill down 3 levels.
Designed for Zero-Trust. Built for Total Confidence.
Your financial data is your most sensitive asset. We treat it that way, using the same architecture as enterprise-grade financial institutions.
True Data Isolation
Our multi-tenant architecture gives your company its own logically separate, secure database. Your data is never mixed, and queries are strictly scoped to your tenant. No exceptions.
Technical Details
✓ Logical tenant isolation via X-Tenant-ID headers
✓ Database-level row security policies
✓ Separate MySQL schemas per tenant
✓ Query timeout enforcement (10s max)
Secure Connections & Encryption
We use OAuth 2.0, so we never see your bank passwords. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256).
Technical Details
✓ OAuth 2.0 (Pennylane, Slack integrations)
✓ TLS 1.2+ for all data in transit
✓ AES-256 encryption at rest (GCP Cloud SQL)
✓ No plaintext passwords stored
You Are in Control
Your data is yours. Instantly and permanently delete your account and all associated data from our servers at any time.
Technical Details
✓ One-click account deletion
✓ Permanent data removal (no backups retained)
✓ No third-party data sharing
✓ GDPR & CCPA compliant
Works with Your Existing Tools
Connect CapIA with your favorite tools and platforms.
Released
Pennylane
ACCOUNTING
Pennylane is a financial management and accounting platform that helps businesses streamline bookkeeping, monitor cash flow, and collaborate with their accountants in real time.
Slack
COMMUNICATION
Connect Slack to receive daily and weekly financial summaries, ask questions about your financial data, and get AI-powered insights directly in your workspace.
Experimenting
QuickBooks
ACCOUNTING
Integration with QuickBooks coming soon. Seamlessly sync your accounting data and streamline your financial workflows.
HubSpot
CRM
Sync your CRM data with financial metrics to track customer acquisition costs and revenue per customer.
Upcoming
Pipedrive
CRM
Pipedrive integration coming soon. Connect your CRM to sync sales data with financial metrics and track revenue by customer.
Xero
ACCOUNTING
Xero integration coming soon. Connect your accounting software to get real-time financial insights.
Odoo
ERP
Odoo ERP integration coming soon. Unify your business operations and financial data in one platform.
Get Your Real-Time Runway Report. Free.
Stop guessing. Connect Pennylane and get clarity on your most critical financial metrics in the next 3 minutes.
Start Free in 3 Minutes
- ✓No credit card required
- ✓Cancel anytime
- ✓Full access to CapIA Clarity Suite
Book a Personalized Demo
- →See CapIA in action
- →Custom setup for your stack
- →Talk to our team