CAPIX Pricing, Features, Reviews & Comparison of Alternatives


Treasury software solution for SMBs

4.0/5 (1 review)

CAPIX overview

CAPIX is a cloud-hosted treasury and investment system that offers SMBs a secure and central platform from which to manage corporate treasury and investment operations. Incorporating advanced cash flow management and forecasting technology, quick software updates and integrated Microsoft Office tools, CAPIX aims to provide users with a flexible and simple treasury software solution.

Operating through Microsoft Azure cloud infrastructure, CAPIX presents users with a flexible cash management platform. From the CAPIX cloud, users can access applications and information on the move from any internet-enabled desktop, tablet or smartphone device. Besides user-mobility, CAPIX allows users to centralize and secure their data through the trusted Azure platform. Moreover, by storing data in the cloud, users reduce the risk of information loss, receive quicker software updates and enjoy platform scalability.

In order to help users manage cash effectively, CAPIX equips users with advanced cash flow forecasting and management features. Further to cash management, CAPIX promotes IAS 39 compliance, automated deal capture and accounting and administration activity. CAPIX also supports trading in different financial securities and derivatives such as Money Market, Swaps, Forex and Fixed Interest.


Pricing options
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages


CAPIX reviews

Very good

Value for money
Ease of use
Customer support
John Gordon

At Ford Credit we used the Capix software to manage Debt Portfolio

Used daily for 2+ years
Reviewed 2017-12-11
Review Source: Capterra

Saved a lot of work messing around with Excel spreadsheets. Gave a much better view of a large and complex debt portfolio. Saved a couple of days work from end of month processing.Gave us a good overall view of a large and complex debt portfolio, including a combination of short and long term debt securities and about 200 Interest Rate Swaps.

Read the full review

CAPIX pricing

Pricing options
Free trial
View Pricing Plans

To receive accurate pricing information, contact CAPIX directly.

CAPIX features

Accounting Management
Compliance Management
Financial Analysis

API (181 other apps)
Accounting Integration (125 other apps)
Activity Dashboard (124 other apps)
Automatic Notifications (111 other apps)
Automatic Reminders (87 other apps)
Billing & Invoicing (126 other apps)
Customizable Reporting (97 other apps)
Data Import/Export (106 other apps)
Electronic Payments (114 other apps)
Expense Tracking (122 other apps)
Invoice Management (174 other apps)
Invoice Processing (103 other apps)
Multi-Currency (106 other apps)
Real Time Data (109 other apps)
Receiving (94 other apps)
Reporting & Statistics (137 other apps)
Third Party Integration (115 other apps)

Additional information for CAPIX

Key features of CAPIX

  • Liquidity management
  • Payment management
  • Debt management
  • Cash management
  • Forecasting
  • Risk management
  • Self service portal
  • Microsoft Office
  • Cash flow statement
  • Compliance management
  • Government compliance
  • Secure data storage
  • Application security
  • Multiple user accounts
  • Accounting management
  • Financial management
  • Financial analysis
  • Client portal
  • Support tracking
  • Activity management
  • Activity monitoring
  • Records management
  • Client accounts
View All Features


CAPIX includes advanced cash flow forecasting technology, providing users with actionable insight to manage cash intelligently.

CAPIX operates through the Microsoft Azure cloud, thereby offering users a protected platform from which to manage data securely.

Functioning from the Azure cloud, CAPIX affords users the flexibility to access information on the move from any internet-connected device.

CAPIX incorporates Microsoft Office tools, enabling users to access Microsoft Excel and Microsoft Word easily from within CAPIX treasury software.

CAPIX possesses a client portal, allowing clients to track support issues and handle organization administration efficiently online.