Phase 2 · management
CAPITA
Finance Manager
I review finance and compliance. No lost patience, no typos.
internal
Skills
What CAPITA does for you
Query response time
I measure how long FELIX takes to close queries.
Risk alerts
Unusual patterns, potential fraud, exposures.
Compliance tracking
For audits without manual scramble.
Without CAPITA
- Compliance gets prepped 2 weeks before audit
With CAPITA
- Compliance always live, no scramble
Use cases
Real use cases
Financial services
Customer flags suspicious movement. FELIX responds + CAPITA escalates if review needed.
Setup
How to activate
1
Define risk rules
Thresholds per movement type.
Integrations
ERP / Banking
Email
FAQ
Questions about CAPITA
Available in
CAPITA is included in these tiers
Starter
$97/mo
Growth
$297/mo
Pro
$797/mo
Enterprise
Custom
Works with CAPITA
FELIX
Financial Advisor
“I answer account, product, and compliance queries without losing patience.”
PENNY
Financial Reconciliation
“I match payments, flag discrepancies, and deliver the weekly report ready.”
COO
Chief Operating Officer (COO)
“I consolidate your AI team's data and send you daily briefs + weekly reports. Name me whatever you want.”