+
Finance, accounting and payments
Capitaly + Xero
Share P&L and cash figures with investors
Finance, accounting and payments
What Capitaly does with Xero
Share P&L and cash figures with investors
Capitaly reads the figures in Xero so every number investors see is real.
Updates from real numbers
Revenue, burn and runway from Xero 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.
Xero
How it works
01
Connect Xero
Link your Xero 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 Xero without your sign off, and every action is logged.
More integrations
Finance, accounting and payments
StripeFinance, accounting and paymentsPull revenue metrics into investor updates
QuickBooksFinance, accounting and paymentsPull financials for diligence and updates
MercuryFinance, accounting and paymentsTrack runway and incoming wires
BrexFinance, accounting and paymentsReport burn from card and spend data
RampFinance, accounting and paymentsReport spend and burn by category
ChartMogulFinance, accounting and paymentsReport MRR, churn and growth