---
title: "CAPIX Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about CAPIX Software - reviews, pricing plans, popular comparisons to other Risk Management products and more."
source_url: "https://www.capterra.com/p/159613/CAPIX/"
page_type: "product"
language: "en"
---

# 

 CAPIX Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 7, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

CAPIX

## What is CAPIX?

For Small to medium sized Corporate Treasury and Investment operations. Take advantage of inherent cloud agility with a cost-effective, cloud platform to deliver your Treasury software solution.

## What is CAPIX used for?

[Risk Management](https://www.capterra.com/risk-management-software/)[Treasury](https://www.capterra.com/treasury-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$5000

One Time

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for CAPIX?[Manage this product listing](https://www.g2.com/products/capix/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CAPIX

4.0 (1)

VS.

[4.5 (540)](https://www.capterra.com/p/148577/MasterControl/reviews/)

Starting Price

$5000

One Time

Starting Price

$25000

Other, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.1 (222)

Value For Money

5.0 (1)

Value For Money

4.2 (208)

Customer Service

4.0 (1)

Customer Service

4.5 (216)

## CAPIX alternatives

Highest Rated

[4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.6 (39)](https://www.capterra.com/p/151388/teammate-risk-compliance/reviews/)

Starting price

$0.01

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Pirani](https://www.capterra.com/p/196959/Pirani/)

[4.5 (222)](https://www.capterra.com/p/196959/Pirani/reviews/)

Starting price

$276.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/196959/Pirani/)

[Wrike](https://www.capterra.com/p/76113/Wrike/)

[4.4 (3,040)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/76113/Wrike/)

## FAQs about CAPIX

Overview

### What company size and specific industries is CAPIX built for?

CAPIX is designed for corporate treasuries of all sizes, as well as investment and funds managers and local government authorities. It suits organizations that need support with financial reporting, accounting, cash management, and managing equities and deposits across treasury and public-sector operations.

Features and Usability

### What are the key features of CAPIX?

CAPIX offers API access, accounting, financial management, and financial analysis for handling financial data and reporting. It also includes cash flow management, cash management, liquidity management, forecasting, payment management, and debt management, plus risk assessment, risk management, compliance management, secure data storage, and a self service portal.

Getting Started and Support

### What training and onboarding options does CAPIX offer?

CAPIX provides in-person training, live online sessions, webinars, and documentation. In-person and live online formats support guided instruction, webinars cover scheduled learning sessions, and documentation offers written reference material for self-paced review and feature lookup.

Getting Started and Support

### What customer support options does CAPIX offer?

CAPIX provides email/help desk, phone support, and chat. No reviewer feedback about support quality is available, so support experiences cannot be assessed here. The listed channels indicate direct contact options for users who need help with setup, account issues, or product questions.

## Features

AI summary

Based on 1,730 Risk Management reviews

According to Capterra reviewers, these are the features buyers prioritize most when evaluating risk management software:

-   **Risk Analysis** (**47%** of reviewers rated this feature as critical)
-   **Risk Reporting** (**46%**)
-   **Risk Scoring** (**49%**)

CAPIX includes other capabilities that reviewers also consider important, particularly **Risk Assessment** (**54%**) and **Compliance Management** (**46%**). Together, these features help businesses identify potential issues early, stay aligned with regulatory requirements, and make more informed decisions about managing operational and compliance risk, giving teams clearer visibility into their overall risk posture.

Access

Offers role-based access control (RBAC) allowing administrators to define roles with specific sets of permissions

API

Application programming interface that allows for integration with other systems/databases

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Customer Accounts

Record customer information, purchase history, and other notes

CAPIX 14 features

### All Features
- Access: Offers role-based access control (RBAC) allowing administrators to define roles with specific sets of permissions
- API: Application programming interface that allows for integration with other systems/databases
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Customer Accounts: Record customer information, purchase history, and other notes
- Debt Management: Manage budgeting and financial planning operations to control and eliminate debt
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Forecasting: Form predictions based on past and present data/trends
- Payment Management: Handling payments and invoices between a company and its vendors or customers
- Risk Assessment: Initiate collection and analysis of known risks
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Secure Data Storage: Securely stores data to prevent data loss or breaches

---

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Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Free Trial

Basic

$5,000

One Time

Value for money

5.0 (1)

5.0

Based on 1 reviews

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## Support, customer service and training options

Customer Service

4.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (1)

4.0

Based on 1 reviews

## User reviews

Overall rating

4.0

Based on 1 reviews

Filter by rating

5(0)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JG

John G.

Treasury Manager/Dealer

Financial Services

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

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

December 11, 2017

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.

Pros

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.

Cons

Some of the controls were a bit restrictive. Also, would have liked to have integrated modelling of the asset (auto leases) side of the book.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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