— Solutions by ERP: Microsoft —
Add full-lifecycle Capex management to your Microsoft implementation
Gain deep project investment insights, build better budgets, improve cash flow forecasting, and more.
Microsoft runs your transactions.
It was never built to plan your capital investing.
Dynamics 365 gives you strong financial control once a project is approved, and Power Platform gives you tools to build almost anything. Finario adds the purpose-built enterprise capital planning, ROI modeling, approval workflow and forecasting layer you’d otherwise have to build yourself.
Planning lives outside the system
Scenario comparison, what-if modeling and project prioritization aren’t native to Dynamics — they happen in Excel before a request ever reaches your ERP, disconnected from the system of record.
A toolkit, not a Capex solution
Power Apps, Power Automate and SharePoint can build request forms and routing — but the ROI models, portfolio logic, forecasting and reporting all have to be designed, built and maintained in-house.
No native ROI, NPV or IRR modeling
Capital requests capture cost, not return. ROI gets modeled off-system in spreadsheets, disconnected from the budget and actuals that Dynamics is tracking.
Projects and portfolio don't talk
Project Operations tracks delivery costs, but there’s no native link to portfolio prioritization — so HQ often lacks one consolidated, real-time view of the full capital pipeline.
Variance analysis ends at the ledger
Budget-vs-actual tracking is strong at the ledger level, but doesn’t extend to project-level performance reporting, benchmarking or post-completion reviews.
Consolidation is a spreadsheet exercise
Rolling up capital plans and actuals across entities, currencies and mixed Microsoft estates — D365 here, Business Central there, legacy GP, NAV or AX still running at acquired sites — typically means exporting to Excel.
Why extend Dynamics with a purpose-built layer,
instead of building one yourself.
“We have Power Platform — we can build this.” It’s the most common first answer in Microsoft shops, via Power Apps forms, Power Automate flows, SharePoint workflows, or an Excel/Power BI patchwork. Here’s what mattered most to the customers who ultimately switched to a purpose-built platform.
Dimensions
IN-HOUSE / DIY APPROACH
PURPOSE-BUILT (FINARIO)
A capital planning layer,
purpose-built to sit on top of Dynamics
Finario doesn’t compete with Microsoft — it completes it. Connect your Dynamics transaction system of record to a dedicated planning, budgeting, approval and forecasting layer built specifically for Capex, so budgets, approvals and forecasts live in one system of record — with multiple proven integration paths and minimal IT lift.
Align Capacity to Strategy
Centralize long-term portfolio planning and financial forecasting from strategy through post-completion review — while Dynamics stays focused on the financial record.
Unify & Orchestrate
Scale & Resilience for FP&A
No-Regrets Foundation
Microsoft customers modernizing Capex with Finario
“I can run a forecast spend report and that includes absolutely everything. It’s perfect … the way that we want to look at it.”
— FP&A Manager, healthcare distribution company
One connected view of capital project information across the full lifecycle — not just the accounting record.
Replaced manual, spreadsheet-driven Capex processes with one connected planning platform tied to Microsoft.
Everything maintained in one system of record, connected to the Dynamics financial record.
"Do you have a Dynamics connector?"
Here's the real answer.
Finario connects to your ERP through the API — a scoped integration project during implementation. We’ve done it in production with SAP, Oracle, and JD Edwards customers, and we’ll walk your IT team through the exact architecture before you sign anything. It’s designed to be easy, and no matter how much we try to communicate that, when it’s done, we usually hear, “That was so much easier than we expected.”