Capient
Now with multi-planner workspaces

TheFinancialWorkspaceforModernProfessionals.

Replace disconnected spreadsheets, outdated budgeting tools, and scattered financial apps with one intelligent workspace designed to help you manage, plan, and grow with confidence.

Total Income
$48,240
Total Expenses
$12,910
Net Cash Flow
$35,330
Balance
$81,450
Features

Everything. One Workspace.

Manage every aspect of your financial life from one unified platform. Whether you're budgeting your personal finances, running a freelance business, managing client projects, or operating an entire company, Capient keeps everything connected, organized, and always within reach.

Multi-planner workspace

Separate books for personal, agency, side project. Zero data crossover.

Live cash flow

Daily, weekly, monthly, yearly cuts of income vs expenses.

Multiple accounts

Bank, wallet, cash — transfers don't count as income or expense.

Client CRM

Revenue, invoices, and outstanding per client, computed automatically.

Invoice & receipt vault

Attach PDFs and screenshots. Link them to income and expense rows.

Goals & budgets

Track savings goals and monthly budgets with live progress.

Modules

Designed Around How You Actually Work

Most financial tools solve one problem. Capient brings them together.

Track income and expenses, forecast future cash flow, manage clients, generate invoices, monitor project profitability, organize financial documents, collaborate with your team, and gain a complete picture of your finances—all from one beautifully designed workspace.

income.planner
Date
Client
Description
Amount
Status
Nov 12
Nova Studio
Website redesign
$4,500
Paid
Nov 08
Aurora Labs
SEO retainer
$1,800
Advance
Nov 03
Kite & Co
Landing page
$2,200
Partial
Oct 28
Meridian
Brand system
$6,900
Paid
Use Cases

Built for Every Stage

Designed to scale with you, from solo endeavors to growing companies.

Personal Finance

Stay on top of your spending, savings, goals, and everyday finances.

Freelancers

Manage clients, invoices, expenses, and project profitability in one place.

Businesses

Collaborate with your team, monitor financial performance, and make informed decisions with confidence.

Get Started

Start with your first planner.

Join entrepreneurs and agencies who have brought calm and clarity to their finances. Free while in preview. No credit card required.