Know where your money stands. Know what to do next.
CapiVue brings your personal and business finances into one intelligent platform—giving you clear insights, early warnings and practical next actions.
Built for entrepreneurs and business owners who want clarity without financial complexity.
Illustrative figures shown in a real CapiVue layout.
Your finances should not feel fragmented.
Personal and business finances are stored in different places.
Traditional reports explain what already happened but not what to do next.
Important cash, profit and spending risks are often discovered too late.
CapiVue turns financial information into clear owner-level decisions.
Built around four owner outcomes.
Clarity
See your complete financial position without searching through spreadsheets and disconnected reports.
Control
Understand cash, spending, profit, stock and commitments before they become problems.
Foresight
See what may happen over the next 30, 60 and 90 days.
Action
Receive clear priorities instead of being overwhelmed by financial data.
Your private financial control room.
Understand your personal position, protect your cash and make progress toward the life you are building.
- Personal cash flow
- Net-worth overview
- Safe-to-spend position
- Financial goals
Your Personal CFO remains private and is never visible to members of your business workspaces.
See what is really happening inside your business.
Track the numbers that matter and identify financial risks before they affect your decisions.
- Cash position
- Revenue and expenses
- Gross and net profit
- Margin performance
One owner. Multiple businesses. One clear view.
Understand your overall financial position across every venture you own, while each workspace stays isolated with its own records, members and permissions.
Business team members can only access the business workspaces they are authorised to use. Your Personal CFO stays private.
Three steps to owner-level clarity.
- Step 1
Add your information
Create your personal and business workspaces and enter the figures that matter.
- Step 2
CapiVue analyses it
CapiVue turns financial information into trends, warnings and forecasts.
- Step 3
Take the next action
Receive clear priorities and make better-informed financial decisions.
Financial intelligence in plain English.
- Understand financial changes
- Identify risks
- Review performance
- Ask questions about your figures
CapiVue provides financial decision support and does not replace regulated financial, tax or legal advice.
Private by design.
Every record is scoped to the account or workspace that owns it, and access rules are enforced at the database level rather than in the interface.
Simple plans for individuals, entrepreneurs and growing businesses.
Plan pricing is being finalised. Get started now and you will see the plan details before anything is charged.
Entrepreneur
RecommendedFor owner-managers running personal finances alongside a business.
- Everything in Personal
- Business CFO workspace
- Cash, profit and margin tracking
- Business AI CFO reviews
Questions owners ask.
Make your next financial decision with clarity.
Bring your personal and business finances into focus with CapiVue.