Capital Planning Software
for the Modern Industrial Enterprise
Growth requires thousands of disciplined decisions that build momentum year after year.
For companies with meaningful Capex budgets, a dynamic, purpose-built platform that delivers a single version of the truth is not a nice-to-have … it’s essential.
Finario is the capital planning software trusted worldwide.
Finario
What it means to be best-of-breed
Purpose built
Dynamically handles simple asset requests or complex multi-year international projects
Highest standards of security
SOC II Type 2 security | Continuous threat monitoring with multi-level defense
Seamless integration
RESTful API for complete control of outbound & inbound data flows | Proven integrations to SAP, Oracle, JDE, Microsoft ERP, EPMs etc.
Rapid rollout
Typically two weeks to two months | Sandbox included for training and testing
Personal attention
Dedicated domestic implementation/support team | A "real person" to talk to for any need
Incredibly easy to use
Intuitive UI requires little to no training
Happy customers
4.8 rating on Capterra | Exceptional customer retention
MAKE FASTER DECISIONS
A single system of record.
Are your managers armed with the operational intelligence they need to make the best decisions? Do they have complete confidence in the information they do have? Having an easily accessible and real-time view of your progress, all the way from an individual project to the entire portfolio, is essential to moving faster and seizing the right opportunities in today’s fast-paced global economy.
- In-depth project portfolio analysis
- Rapid, two-click investment approval
- Converge™ “forward-looking decision radar”
- Intelligent project status dashboards
- …and much more.
DRIVE HIGHER PRODUCTIVITY
Streamline workflows. Increase Impact.
Today, organizations find themselves burdened by inefficient, overly manual Capex request & approval processes, or by poorly performing generic workflow tools that are overmatched by the complexity of Capex. To make matters worse, approval is isolated from the capital planning, budgeting and forecasting process, which is itself spread across a patchwork of spreadsheets and other systems. Best-of-breed capital planning software addresses all these.
- Unified data model with automatic project cost roll up
- Best-of-breed Capex request
- Standardized ROI modeling across the investment life-cycle
- On-demand custom Capex reporting
- …and much more
Capex is all we do.
Nobody does it better.
GENERATE VALUABLE INSIGHTS
Deep project data to drive decisions.
Context is everything. A clear, definitive understanding of where you stand against budget, whether capital funds are available for a particular project, or how one capital project or portfolio compares to another across the enterprise – these are the valuable contextual insights you need in order to succeed.
- Investment insights KPI dashboard
- Clear view of a project’s cash flow impact & value drivers
- Project & portfolio ROI modeling
- Entity level ROI performance reporting
- …and much more.
ENSURE ACCURATE REPORTING
Move with clarity and confidence.
Transferring capital investment data across multiple spreadsheets and systems is inevitably error-prone and can adversely impact management decisions, resulting in ill-advised spending and missed opportunities. For public companies subject to SOX and the scrutiny of Wall Street, the cost of Capex forecasting and reporting errors can truly be devastating.
- End-to-end capital investment data validation
- Single source of truth for approvals & forecasting
- Integrated project spend actuals & FX rate feeds
- 360° view of project status & performance
- …and much more.
Maximize your roic
Invest strategically. Out-perform your peers.
Strategically and effectively allocating capital is one of the most important things a company can do to drive growth. Which is why CFOs have a responsibility, not only to his or her team in FP&A, but to colleagues in operations, engineering, procurement and IT as well, to empower decisions that are built on insight, historical data, predictive rigor, and real-time information sharing.
- See the spending and ROI status of capital projects across your entire organization, or any subset, all at once
- Link Capex planning with improved cash flow forecasting
- Implement a more consistent and rigorous ROI modeling process and reporting infrastructure
- Create a culture of continuous improvement with full projects details and results connected to post-completion reviews
- …and much more.
Read It Before You Build It
This comprehensive guide explores the pros and cons of building Capex tools internally vs. purpose-built solutions. Packed with case studies, benchmarks, and practical insights, it’s an essential resource for finance, operations and IT leaders serious about capital allocation excellence and the capital planning software that makes it possible.
FAQs
What is capital planning software?
Capital planning software is a purpose-built platform that unifies capital budgeting, Capex request and approval workflows, forecasting, and portfolio reporting in a single source of truth. It replaces the disconnected spreadsheets and generic workflow tools most enterprises rely on, giving finance and operations leaders a real-time view of every capital project from initial request through post-completion review.
What's the difference between capital planning and capital budgeting?
Capital budgeting is one stage within the broader capital planning process. Budgeting focuses on evaluating and funding individual projects, while capital planning spans the full lifecycle — strategy and prioritization, budgeting and forecasting, Capex approval, spend tracking, and ROI reporting across the entire portfolio. Capital planning software connects all of these so decisions aren't made in isolation.
How is capital planning software different from project management software?
Project management software governs how work gets delivered — schedules, tasks, and day-to-day coordination. Capital planning software governs which investments get funded and why, focusing on financial strategy, ROI modeling, approvals, and portfolio-level visibility. The two are complementary: capital planning decides where capital should go, and project management executes once a project is approved.
Who uses capital planning software?
It's used by enterprises that manage significant, complex capital expenditure — typically across the Office of the CFO, CEO, COO, and CIO, along with FP&A teams and project sponsors. Industries with heavy capital investment such as manufacturing, chemicals, metals and mining, food and beverage, and pharma rely on it to bring rigor and visibility to capital allocation decisions.