Capital Planning Software

Capex industries

The Most Trusted
SaaS Solution for Capex.

Capital management is serious business.
Finally, there is Capex software that's up to the task.

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Decide with clarity.
Report with certainty.


Be in total control
of your Capex performance.
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Essential reading for aligning your Capex management
with organizational strategy.

Co-authored with
McKinsey & Company

Capital planning software that increases productivity, ensures reporting accuracy and helps you make faster decisions.

Your Capex digital transformation starts here.

Capital Planning

Streamline the budget process and allocate capital wisely.

Finario’s capital planning software gives you the data and resources to optimize your capital budgeting and allocation. Compare projects and portfolios along multiple dimensions over multi-year time horizons. Apply ROI models and scenario testing to make informed decisions. Have the reporting you need to create a culture of continuous improvement.

Make spreadsheets and patchwork systems a thing of the past. Finario streamlines your approval workflow, makes it easy to add or change requirements/approvers, and dynamically updates project-level data so that essential criteria is factored at every step. Auto-alert decision makers when established tolerances have been reached.

Capex Approval

Radically improve your request automation & workflow

Project Forecasting

Get a clearer picture of where you’re going

Project forecasts deliver critical insight into investment performance and enable analyses of the variance between estimated and actual spend. Leverage Finario to automatically feed actual project payment information  from your ERP and/or procurement system to ensure accuracy and aid decision making.

It shouldn’t take days or even weeks to assemble the reporting you need at the most critical times. Because it dynamically updates, you’ll have the numbers you need, when you need them. Finario provides more than 50 standard reports along with the ability to create infinite custom reports based on the criteria you designate.

Reporting & Analytics

Have more confidence in the credibility of your numbers

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Explore The Platform

Finario capital planning software is trusted by leading companies globally

Let us help you get where you need to go.

Improve Your Capex Process

Improve Your Capex Performance

Enterprise Capital Planning Software

Finario ONE capital expenditure software logo

 

When your capital budgeting, approval and forecasting occurs across a patchwork of spreadsheets and custom solutions, the issues are inevitable: repetitive data entry, decisions founded on incomplete or incorrect data, or worse, wrong numbers being reported to investors leading to a loss of credibility. 

It’s why top-performing enterprises are uniting their capital planning, budgeting, Capex approvals, project forecasting and post-completion review within a single platform, Finario ONE.

Unifying the capital investment process to provide a single source of truth saves time, ensures the integrity of your financial data and delivers real-time visibility into critical data that drives better decisions and results.

How do you anticipate your Capex budget changing in the next fiscal year?

The Approval Process
Dramatically Improved

Finario Converge makes the Capex approval process fast and easy

Whether you’re struggling with the time and effort it takes to pass spreadsheets from one approver to the next, apply consistent evaluation criteria across your enterprise or administer and maintain a custom-built solution using SharePoint or LotusNotes, there’s a better way.

Finario does more than just automate the processes to save significant money on wasted labor hours, apply more rigorous and consistent ROI criteria, and move to rule-based approval streams. With features like Finario Converge, you can apply “What If?” analyses to see how specific approval decisions will impact your plan, forecasts, and other criteria by project portfolio, location, business unit and more.

Sure, other solutions have functions that can improve your approval workflow. But none of them can match Finario in depth and breath of capabilities to manage Capex right.

Detailed, accurate, Capex reporting on-demand.

With over 50 standard financial reports available out-of-the box and the ability to easily create an unlimited number of custom reports, Finario enables finance teams to escape the never-ending Capex reporting grind.

  • Finario generates a clear view of where we stand against our capital budget so we can prioritize capital projects.

    IT Director

    @ American Zinc Recycling

  • The ability to track actual costs has been great. It’s given us far better control over our spend…

    Group CFO

    @ Sunrise Medical

  • Finario’s portfolio planning functionality provides us with strategic value in terms of improved planning.

    SVP Business Solutions

    @ Watco Companies

  • The system provides a level of transparency that promotes better investment decisions.

    Director of Strategy & Development

    @ EnPro Industries

Reliable. Secure. Easy-to-use.

99.99% UPTIME

Optimum operational performance for ensured availability.

SOC-2 CERTIFIED

The highest level of security to protect the interests of your organization.

INTEGRATION-READY

Seamlessly integrate with Coupa, SAP, Oracle and other enterprise systems.

Get to Know Finario

FAQS

WHAT IS CAPITAL PLANNING SOFTWARE?

What Is Capital Planning Software?

Whether you consider 50 capital projects a year, 500 or 5,000, there are myriad factors to evaluate in determining which deserve to be budgeted, and why. You want to consider projects individually and holistically to ensure the right balance of sustaining competitiveness while best positioning the company for growth. And looking ahead, you want to ensure that essential data for every project “travels” with it through the budgeting, approval, forecasting and reporting cycles.

Capital planning software automates and streamlines critical Capex processes, and enables finance leaders to assess and consistently compare each project’s strategic value, ROI and other investment criteria to make informed decisions. It’s why an enterprise capital planning solution like Finario is such an important component of the modern finance tech stack.

WHY PUT YOUR CAPEX MANAGEMENT IN THE CLOUD?

Why Put Your Capex Management in the Cloud?

Finario’s cloud-native Capex software solution can be accessed from any connected device, allowing all teams, from Finance and Accounting, to IT, Operations and Engineering, to access the system. This not only makes implementation easier, particularly across a distributed enterprise, it ensures greater compliance and governance. Data can be accessed simultaneously by any number of people (which can’t be done with a spreadsheet or SharePoint system).

Moreover, with essential data stored securely in the cloud, the risk of spreadsheets and other manually-created documents falling into the wrong hands is greatly diminished. Performance is continuously optimized and ensured. Lastly, from an IT perspective, a cloud-based solution such as Finario reduces hardware acquisition and maintenance costs.

HOW DOES FINARIO COMPARE TO AN EPM SOLUTION?

How Does Finario Compare to an EPM Solution?

EPM, with its focus on departmental budgeting, treats capital projects as merely a line item. Total project cost, or total cost by month and associated depreciation. While, yes, there is some simple workflow, it’s rarely enough for the typical complexity of a Capex approval process in a large enterprise.

Finario is built around projects (called “investments” within the application). A large investment can contain dozens of costs, each with their own month-by-month cash flow along with a written rationale, ROI model, file storage and other capabilities enabling analysis and management of the project. The template is flexible to allow as much information as necessary on large or strategic investments, or the bare minimum for small routine expenditures. And each investment’s cost detail is automatically consolidated into a multitude of budgeting and forecasting reports by entity and fiscal year giving FP&A professionals exactly the information they need.

Finario also tracks each investment’s progress as a project against its budgeting and approved project goals, which may span multiple fiscal periods. This data is automatically rolled up into a bevy of reports and tools that give operations and procurement executives the information they need to manage projects ingelligently and optimize the overall project portfolio.

So, while an EPM and an “EPM for Capex”  such as Finario offer budgeting and forecasting functionality, the focus and depth of information is very different. Which is why any business with meaningful Capex will need an Capex-centric solution in addition to an EPM.

HOW DOES FINARIO COMPARE TO A SHAREPOINT SOLUTION?

How Does Finario Compare to a SharePoint Solution?

Historically, many organizations have turned to custom applications to manage their workflow, often created using a generic platform such as Lotus Notes or Microsoft SharePoint as the base. For many, the process of creating this system is long, fraught with challenges and quite difficult to revise as needs change. They are difficult to use, and processes operate in “silos.” Moreover, they continue to rely on spreadsheets, which have a high probability of containing errors.

Finario is purpose-built for Capex and can be implemented quickly, without any custom code. Project-level data is updated dynamically, and its sophisticated analytics engine offers real-time reporting from start to finish across the capital investment life cycle. Other benefits include: Fast and easy conversion of costs from local currencies to a base currency; access on mobile devices; advanced security; and, continuous updates.

With a host of other features and capabilities, it’s easy to see how Finario is far more than a workflow tool.

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