Who uses Capallo.

Typical roles

CFOs, treasurers, financial controllers, treasury managers, finance directors

What they own

The policy, the approval chain, the evidence, and the executive who signs the audit response letter when something goes wrong.

How Capallo fits

Multi-entity groups, from mid-market through to large corporates and complex group structures, where treasury decisions have material consequence but governance still lives in spreadsheets and email threads. Capallo replaces the audit-time scramble with policy enforcement, evidence capture, and an audit-ready decision pack, produced at the moment of decision, not after.

Typical roles

Internal audit, risk and compliance, external auditors during fieldwork

What they own

Asking "show me the evidence" and getting a coherent answer fast, not three weeks of reconstruction across email, Slack, and TMS exports.

How Capallo fits

Capallo's evidence chain captures the policy version, who approved what, when, and against which version of the delegated authority matrix. Every decision, sealed. Audit support becomes a query, not a forensic exercise.

Typical roles

Accounting and advisory firms, outsourced CFO firms, fractional treasurers, treasury advisory boutiques

What they own

Productising the governance practice: making "every client gets the same rigour" actually true, instead of every client being a snowflake.

How Capallo fits

Capallo deploys into each client's own environment, with your delivery team in it as members for the life of the engagement. The framework you designed stays enforced after you have handed over, rather than drifting back into the documents it replaced. Charter Partner terms available to the founding cohort of firms.

Typical roles

Board members, audit committee chairs, non-executive directors

What they own

Confidence that the policy is actually being followed, without reading every decision pack or relying on management’s word.

How Capallo fits

Capallo gives boards and audit committees a clear, recurring view of policy adherence, exception rate, and decision integrity between board meetings, surfaced from the same evidence chain auditors will see, not a curated narrative written for the meeting.