Capital AI is live! Your financial sparring partner inside the Capital OS. It turns numbers into conversations you can actually use. It tells you what needs attention. And it answers when you ask why. This way, we give founders the clarity of a CFO.

TL;DR

• Capital AI is here. It transforms your financial data into a conversation, telling you exactly what matters now, why it matters, and what action to take next.
• You get a proactive Pulse Check. It surfaces risks, wins, and places to double down, before you ask.
• You get context, patterns, and deviations – not charts. It delivers explanations, the "why" behind numbers, and executable plans, all grounded in your actual data.
• You get conversation, not queries. Use it like a partner to get CFO-grade clarity.

Since we launched in 2021, financial data has been at the core of everything we do. In the early days, we analyzed businesses to deliver expert guidance on funding and capital structure. Then we built our platform: live data, auto-updated dashboards. Connect your accounts once, everything syncs in real-time. A massive leap forward. But one problem remained – it was still passive. You had to hunt for what changed. No alerts. No suggestions on what to do next.

Capital AI solves that. 

It's the intelligent core of the Capital OS. Your strategic sparring partner that knows your business inside out. It turns your financial data into a proactive conversation, telling you what matters now, why it matters, and what action to take next.

It ensures founders never miss a critical shift in their company – so problems get caught early and opportunities don't slip by. You surface questions you haven't thought to ask. You get insights and executable plans that help you build a stronger business. Capital AI does real work because it understands the context you operate in. It connects cash flow, invoices, revenue, and your business plan to move beyond static reports.

We believe it’s the most advanced financial sparring partner you’ll encounter – and we’re excited to show you how it works.

What Capital AI does

1. Regular financial pulse checks. The most important insights show up automatically – daily, weekly, or monthly. You stop hunting. You start receiving.
2. Ask why and get real answers. Revenue dropped last month? Burn rate jumped? Capital AI digs into your data and explains the root cause.
3. You get reports that adapt to your business. Instead of generic templates, you get insights that fit your actual context and the specific questions you're trying to answer.
4. It spots problems before they become problems. Running low on the runway? About to breach a covenant? Budget going off the rails? You'll know in time to do something about it.
5. Your forecasting gets way faster. Update your projections with live data, then run different scenarios side-by-side to see how decisions play out.
6. Everyone works with the same numbers. Your team and board see the same data and story, so you're not constantly re-explaining what's happening in the business.
7. It frees up founder time. Capital AI automates interpretation and pattern recognition so you spend less time buried in numbers, more time building and deciding.