CapIA Clarity: A Deep Dive Into Every Feature
For early-stage founders, financial clarity is the bedrock of survival and growth. But most financial tools suffer from a fundamental problem:"garbage in, garbage out."If your underlying data is messy, your KPIs and reports will be vague and untrustworthy.
Our Philosophy
That's why we built CapIA Clarity with a different philosophy. We believe that true clarity starts with pristine data.
Our platform is an intelligent engine that first automates the chaos out of your bookkeeping, and then uses that perfectly clean data to deliver insights with a level of granularity you can't get anywhere else.
Let's walk through how it works.
The Foundation: Put Your Bookkeeping on Autopilot
Everything in CapIA Clarity is built on top of our powerful automated bookkeeping engine. This is where we give you back your time by creating a perfectly clean, real-time ledger you can always trust.
Deep Transaction Analysis
Our AI co-pilot intelligently analyzes every transaction, whether it's cash-in or cash-out.
- For Expenses: Multi-level hierarchy:
Main Category → Sub-category → Labels - For Inflows: Automatically determines if cash is customer revenue, loan, aid, or reimbursement
Automated Data Cleaning
The system automatically identifies suppliers, matches revenue to customers, flags invoice matches, and highlights inconsistencies.
Example categorization:
Operations → IT & Cloud Infrastructure → AWS Compute
Automated Bookkeeping in Action
579 entries automated with intelligent customer matching, supplier identification, and transaction categorization
Detailed Transaction Analysis
Granular transaction analysis with detailed categorization and intelligent matching capabilities
The Review & Sync Center
It's automation with you in control. For anything the system isn't 100% sure about, it queues a suggestion in our"Review & Sync Center" for your one-click approval, creating a solid foundation of trust.
The Payoff: A Dynamic Financial Hub
Because we put so much effort into cleaning and structuring your data, the outputs are incredibly powerful. This is where the foundation pays off, turning static reports into a dynamic, interactive experience for strategic decision-making.
Drill-Down KPIs
The KPI cards on your dashboard are powered by this granular data, giving you a full spectrum of your business health. We provide vital, up-to-the-minute metrics across all key areas:
Core Health
- • Cash Flow
- • Burn Rate
- • Runway
- • Revenue
- • Profit
- • Expenses
Operational Finance
- • Days Sales Outstanding (DSO)
- • Days Payable Outstanding (DPO)
- • Customer Aging
Customer Insights
- • Lifetime Value (LTV)
- • Average Revenue Per Customer
Interactive KPI Dashboard
Real-time KPIs with drill-down capabilities from high-level metrics to specific transactions
Granular KPI Drill-Down
Deep-dive analysis with comprehensive breakdowns and trend analysis for informed decision-making
Interactive Financial Statements
Our new Financial Statements Hub transforms your P&L, Balance Sheet, and Cash Flow statements with unprecedented detail and interactivity.
Multi-Level Drill-Downs
Go from a high-level summary (like "Operating Expenses") right down to the specific transaction with just a few clicks.
Total Timeframe Control
Instantly switch your view between monthly summaries, quarterly trends, and a full annual report to see the bigger picture.
Detailed Financial Statements with Drill-Down Capabilities
Granular P&L statements with month-over-month comparisons, percentage changes, and expandable expense categories
Comprehensive Cash Flow Analysis
Complete cash flow visibility with monthly breakdowns, forecasted data, and detailed categorization of all inflows and outflows
Look into the Future: AI-Powered Forecasting & Anomaly Detection
This same clean, granular data also powers our incredibly accurate forecasting engine, helping you move from being reactive to proactive.
Seamless Forecasting
Because we understand the precise nature of your income and expenses, our forecasting suite provides a uniquely accurate 12-month rolling view.
- Cash Flow forecasts
- Revenue projections
- Profitability analysis
Anomaly Detection
Our system acts as your financial watchdog. It automatically analyzes your transactions and flags anything that looks unusual.
- Duplicate charges
- Subscription spikes
- Unexpected payments
AI-Powered Revenue Forecasting & Customer Analysis
Advanced forecasting with revenue projections, customer aging analysis, and payment tracking across different time periods
Customer Invoice Management & Aging Analysis
Comprehensive customer management with aging analysis, collection rates, and detailed payment tracking
Coming Soon: The Smart Ledger
Our next major enhancement is the Smart Ledger, an interactive layer on top of your financial data.
Soon, you'll be able to ask complex questions in plain English, like"Show me a breakdown of all AWS costs for the last quarter,"and get an instant, detailed answer, all thanks to the highly structured data foundation we've already built.
CapIA Clarity: Your Unfair Advantage
CapIA Clarity is designed to give you an unfair advantage: financial intelligence built on a foundation of perfect data.
Automated Foundation
Perfect data from day one
Granular Insights
Drill down to any transaction
AI-Powered Forecasting
See the future with confidence