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Frequently Asked Questions
Caprix is the modern financial planning platform purpose-built for grant-funded organizations like research labs. It replaces manual spreadsheets with intelligent tools for forecasting, budgeting, and grant tracking — all tailored to the needs of scientists and finance administrators. Labs use Caprix to plan with confidence and spend more time focused on discovery, not reconciling budgets.
Caprix addresses the unique challenges labs face, including:
- Unpredictable grant timelines and renewals
- Budgeting tied to fluctuating personnel needs
- Manual, error-prone financial planning in spreadsheets
- A lack of long-term financial visibility beyond the current fiscal year
These issues often lead to budget shortfalls, missed hiring windows, and time lost on admin work instead of research.
Unlike static spreadsheets, Caprix provides:
- Automated forecasting to anticipate future funding and costs
- Real-time budget clarity to understand how today’s spend affects tomorrow’s runway
- Scenario planning to instantly test the impact of new grants, hires, or cost changes
- Centralized grant tracking across all awards, people, and timelines
- Capacity planning to align staff availability with funding and project needs
Caprix gives PIs instant visibility into funding and staffing capacity — no more chasing down spreadsheets or quarterly reports. With Caprix, they can:
- See how much budget is left across all grants
- Plan hires or project shifts with confidence
- Simplify reporting and gain trust from both admins and finance
Caprix creates consistency across labs by standardizing budgeting, enhancing compliance, and simplifying long-term planning. Admins and finance leaders gain:
- A shared system to manage grant-based budgeting
- Built-in data integrity and visibility across departments
- Confidence in forecasting and strategic planning decisions
Yes. Caprix was built for dynamic environments. With features like scenario planning and capacity tracking, labs can:
- Model new hires, grant endings, or changes in fringe costs instantly
- Align staff availability to funding windows
- Avoid under- or over-hiring based on outdated assumption
Absolutely. Caprix is a secure, cloud-based platform that scales across labs and departments. It’s trusted by research teams managing millions in NIH, NSF, CPRIT, and private funding. Our infrastructure supports compliance and growth without compromising performance or data security.
Caprix was built by a team deeply familiar with the world of research funding. Our mission is to free researchers from administrative drag and empower them to focus on science. Unlike generic finance tools, Caprix is grounded in the realities of grant-funded work — it’s a lab’s financial command center, purpose-built to align scientific ingenuity with operational excellence.
Access News & Resources
From Grant Chaos To Clarity: Centralizing Funding Information
For many research labs, managing funding feels like a juggling act, with grants arriving from various sources, each with its own rules and timelines. This chaos can hinder operations, hiring decisions, and research momentum, leaving lab leaders scrambling for answers.
What Is Capacity Planning? And Why It Matters for Research Labs
Research labs face constant change — from shifting grant timelines to evolving staffing needs. Capacity planning helps labs align people, funding, and projects so they can stay ahead, avoid gaps, and make smarter decisions about the future.
What-If Planning for Labs: Why Scenario Planning Is the New Must-Have
Scenario planning helps labs prepare, not predict, enabling confident decisions amid funding shifts, staffing changes, and operational uncertainty.