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The AI assistant for finance.

Tailored financial AI connected to all your data so you can go beyond chat.

Amplify what you do best with AI.

Capix is the secure, enterprise-ready AI for finance professionals. Find, create, and automate anything.

Find and understand information.

Easily search all your data and our curated high-quality knowledge sources on demand.

Generate reports and materials.

Automatically generate materials like meeting prep notes, company reports, and memos.

Uncover risks and insights.

Analyze financial data, documents, and reports to detect key risks, trends, and opportunities.

Ideate with confidence.

Leverage AI to brainstorm strategies, explore new ideas, and refine your decisions.

Built for high-stakes work.

Complete Transparency

All outputs are traceable to the original source material.

Enterprise-grade Security

AES 128-bit encryption for all data, SOC2 compliant.

Any Data

Intelligence over any amount and type of data.

AI shouldn't be one size fits all.

Rather than providing off-the-shelf solutions, Capix collaborates closely with your team to build custom AI skills that solve your specific problems and integrate with your unique workflows.

3X

more accurate when benchmarked against ChatGPT

96%

of finance professionals prefer Capix answers over ChatGPT

Senior Analyst, $2B AUM PE Fund

“The ability to integrate multiple data sources into a single platform has saved us countless hours. Capix has uncovered trends we weren’t even looking for."

Fund Manager, Multi-strategy fund

"Since using Capix, our due diligence process has become significantly more efficient. It’s now a core part of our workflow for evaluating investments."

CFO, $1B Family Office

“Capix has substantially  improved the speed of our reporting and data analysis processes. What used to take hours or even days can now be completed in a fraction of the time”

Backed by

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Stop just tinkering with AI, start working with it.

AI is here to stay, and it's transforming every corner of the financial industry. Don't be left behind. Learn how Capix can help you bring the power of generative AI to your firm.

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