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Services
Services
What we do, and how it fits together
What we do, and how it fits together
Most businesses need the same three things at once: accurate financials, systems that don't waste time, and someone who can make sense of what the numbers are saying.
The problem is that most firms only offer one. You get a bookkeeper, or an IT consultant, or a strategy advisor — and none of them talk to each other. We built Capitly to solve that gap.
Each of our three service pillars works independently. But they're designed to compound — clean books make better automation possible, and better automation makes sharper strategy possible.
What we do
What we do
Our three service pillars
Our three service pillars
Each pillar works independently. But they're designed to compound — clean books make better automation possible, and better automation makes sharper strategy possible.
01
Financial Operations & Control
Most growing businesses have the same problem: their books are behind, their reports are unreliable, and their founder has no real visibility into where the money is going. We fix the foundation.
What this includes
Bookkeeping oversight and clean-up
Management reporting (P&L, balance sheet, cash flow)
Cash flow tracking and 13-week forecasting
Budget vs actuals analysis
Internal controls and audit readiness
Monthly performance review calls
You need this if: You're generating revenue but can't clearly see where it's going. Your books are behind or your last audit felt stressful.
02
Systems & Workflow
If your team is spending hours on tasks that should take minutes — copying data between tools, chasing approvals, building reports from scratch — you have a systems problem, not a people problem.
What this includes
Workflow audit — mapping how work moves through your business
Bottleneck identification and process redesign
Automation of repetitive financial and operational tasks
System integration (connecting tools so data flows automatically)
SOPs and process documentation
Handover and team training
You need this if: Your team is doing manually what a system should do. You're scaling but adding headcount just to keep up with admin.
03
Strategic Advisory
Once your books are clean and your systems are running, the question becomes: what do the numbers actually mean for what you should do next?
What this includes
Cash flow forecasting (13-week and annual)
Financial modelling and scenario planning
Investor-ready financial reporting
Fundraising preparation and data room support
Business model analysis and unit economics
Board and leadership reporting
You need this if: You're preparing to raise, expand, or make a significant decision and need your numbers to be defensible.
Process
Process
How a Capitly engagement works
How a Capitly engagement works
Discovery call — 30 minutes, no pitch
We start with a conversation about your business and current situation. If we're the right fit, we'll tell you. If you'd be better served elsewhere, we'll tell you that too.
Diagnosis — we look before we prescribe
Before recommending anything, we review your current books, systems, and workflows. The right solution depends entirely on what's actually broken.
A clear plan — scope, timeline, deliverables
You receive a written engagement plan with defined scope, specific deliverables, and a named person responsible for each. No vague retainers. No surprise invoices.
Implementation and ongoing support
We build, implement, and stay accountable. Most clients continue on an ongoing basis — because the work compounds over time.
Want to work with us?
Want to work with us?
The first call is 30 minutes. No pitch deck, no pressure, just a conversation about where you are and whether we're the right fit.
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