Today, the vast majority of organizations and companies still rely heavily on simple spreadsheets and printed documents to plan and manage their capital expenditures. If Capital planning is an essential part of your company or organization, then CapExPlan is for you.

ALLOCATE CAPITAL

CapExPlan helps you to rapidly allocate capital and allows employees within your company to create detailed capital expenditure requests for approval. Although capital expenditure is traditionally a complex process, CapExPlan makes it easy. Simply plan your capital allocation and then let company employees create capital expenditure requests and submit them for approval.

APPROVAL POLICIES

Set detailed approval policies. CapExPlan enables you to set approval limits for each user.

DETAILED CAPITAL REQUESTS

Create complete capital requests in no time by using a step by step process. Create simple capital expenditure requests, projects or complete envelopes. When completed, simply submit the request for approval. CapExPlan will use the company approval policies to contact all the users that need to review the request.

REVIEW AND APPROVE

CapExPlan provides you with a detailed yet streamlined capital expenditure approval process. Designated users can rapidly review, comment, request additional information, approve or block a request.

FLEXIBLE REPORTING

Follow the entire lifecycle of an expense from the moment an approver authorizes it. CapExPlan includes reports on audits, budget tracking, forecast, statistics on return on investment, historical allocation of funds and results. CapExPlan also allows for setting over budget triggers that force users to submit for re-approval their capital expenditure if they are over budget.

TRACK EXPENSES

Once requests are approved, CapExPlan makes it easy to track progress of each capital expenditure. You can track standalone expenditures, projects or envelopes.

MANAGE YOUR COMPANY

CapExPlan makes it easy to manage your entire portfolio of business units, regardless of your structure.