1. Capital AI: Get CFO-grade Insights for founders
What is it about?
Capital AI is your personal financial analyst. You can choose your agent, give it a job, and it gets the work done. Or you just ask a question and get an answer – not a generic one but one based on your financial data and business plans. It explains what happens, why it happened, and what you can do about it.
It can model hiring scenarios, flag anomalies you'd miss, and answer any financial question. For example, here are the 10 most asked questions since we launched:
- What is the rationale behind our high burn rate?
- What changed in our cash flow the past two weeks
- Show me total outflow to vendors and all vendors we paid more than 10K.
- Show me last week’s salaries and payments to Google and Stripe.
- Calculate our runway based on OPEX
- What is our expected ending balance for November?
- What was our largest cost block last quarter?
- What is the benchmark for our sales salaries?
- How many invoices are open or overdue?
- How would you rate our performance on a scale of 1-10?
How to use it
Pulse Check: Insights that find you
- Daily and weekly updates land in your inbox. What changed. Why does this matter? Where to look next. No hunting, no digging – just the signal. We recorded a short video intro to walk you through it.
Chat: Answers on demand
- Ask anything about your finances. Get root-cause analysis, scenario modeling, and next steps. All grounded in your actual data. There is a video intro for this as well.
Agents: Build and take action
- Runway analysis, AR, transaction review: Pick your agent and give it a job. Whether it’s research, analysis, or an executable plan – your agent takes it from here. Soon, you can schedule Agents to run automatically so insights arrive when you need them.
What this means for you
- You get a daily notification on deviations, trends, and anomalies.
- You not just see dashboards with changes but the reasons behind them.
- You can model forecasts in seconds.
- You can hand over your work to the agents.
2. Liquidity forecast: More accurate, more flexible
What is it about?
We made several upgrades to the liquidity forecast to give you sharper short-term visibility.
What's new?
- Smarter trend forecasting: The dynamic trend is now more accurate
- Easier editing: You can now edit single months when they are set to trend by adding cash flows on top
- Better current month tracking: We show both actuals and forecast side by side for easier comparison
- Improved invoice handling:
- Invoices now display based on payment status
- New filtering options (e.g., by due date)
3. 90% faster transaction tagging
What is it about?
We heard you loud and clear: saving tag changes on bank transactions took way too long.
What changed?
We decoupled the save action from recalculating the insights.
Now, when you click "Save changes," it saves immediately. Then it processes your updates behind the scenes. You can keep working instead of waiting for it to finish.
What this means for you
- Save changes in under 2 seconds (down from 20-60 seconds)
- Keep working immediately – no more waiting
- Make additional changes right away if needed
Much faster, much smoother.
4. Outlook: Automated invoice sync into your forecast
We are working on another upgrade for the forecast: automatic integration of invoices from your billing tools.
What can you expect?
- You can connect your billing tool to pull open invoices, including their payment status, straight into your forecast. No more manual uploads.
- See at a glance what has been paid, which customers have paid, and what you need to pay when. Use it to keep an eye on open AR/AP without jumping between tools.
- We plan to support all tools currently listed under your revenue integrations, including Stripe, Chargebee, Lexoffice, Zoho, Exact, easybill, sevdesk, and more.
More on this soon, but if you rely heavily on billing tools today, this will make your short-term planning much simpler.
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