CapientWelcome to Capient Docs
Capient is the ultimate financial workspace designed for modern professionals, freelancers, and businesses. We combine budgeting, invoicing, client management, and forecasting into a single platform.
Workspaces & Planners
The core architectural concept in Capient is the Planner. A planner acts as an isolated workspace.
You can create multiple planners under a single user account. For instance, you might have one planner for your Personal Budget and another for your Freelance Business.
The Dashboard Tab
The Dashboard is your financial command center. It aggregates data from all your accounts and transactions to provide a high-level overview of your net worth, income, and expenses over time.
The Accounts Tab
Before you can log transactions, you need Accounts. An account can be a Checking account, a Credit Card, a Cash wallet, or even an Investment portfolio. They represent where your money actually lives.
The Transactions Tab
Transactions are the heartbeat of Capient. Every time money moves, you log it here. Transactions are categorized and tied to specific accounts so your reports remain completely accurate.
Ledger Overview
Simulate adding an entry.
The Reports Tab
The Reports tab synthesizes all your data into actionable insights. You can view cash flow breakdowns, budget adherence, and generate PDF summaries for tax season or stakeholders.
Financial Tracking
Transactions
Log income and expenses manually. Every transaction must be linked to a specific Account and a Category to keep your reports accurate.
Budgets
Set monthly limits on specific expense categories. Capient will track your spending velocity and visually warn you when you are nearing your budget limit.
Invoicing & Clients
Capient replaces the need for separate invoicing software. You can manage your client roster and generate professional invoices directly within your business planners.
Invoice Lifecycle
Collaboration
Finance isn't always a solo act. You can invite partners, accountants, or team members into specific planners.
- Navigate to Planner Settings.
- Click on the Members tab.
- Send an email invite. The recipient will receive an email and a notification inside Capient if they already have an account.
Security & Roles
Capient is built on top of Supabase and utilizes PostgreSQL Row Level Security (RLS) to ensure that your financial data is strictly isolated. Users can only access rows belonging to planners they own or have been explicitly invited to as collaborators.
Need Help?
If you encounter any issues or have questions that aren't covered in this documentation, our support team is ready to help.