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QuickBooks
Finance, accounting and payments

Capitaly + QuickBooks

Pull financials for diligence and updates

Finance, accounting and payments

What Capitaly does with QuickBooks

Pull financials for diligence and updates

Capitaly reads the figures in QuickBooks so every number investors see is real.

Updates from real numbers

Revenue, burn and runway from QuickBooks in the monthly investor update.

Numbers questions answered

Runway, dilution and valuation answers with the assumption and source.

Figures for diligence

Current metrics ready for the deal room when an investor asks.

QuickBooks

How it works

01

Connect QuickBooks

Link your QuickBooks account to Capitaly in a few clicks.

02

Tell Capitaly what to do

Give the instruction in plain words, like you would to anyone on the team.

03

Approve and track

Nothing goes out through QuickBooks without your sign off, and every action is logged.