Build a clear capital plan
Bring proposed investments, estimated costs, and business cases into one budget view. Give finance and operations a shared basis for planning.
CapFlow / Capital planning and asset management
Plan capital investments.
Manage assets in service.
Bring capital plans, approvals, spending, and asset records together so finance and operations can follow each investment from proposal through service life.
Keep the capital plan connected to the asset
Keep approved work moving
Give reviewers the context to make a decision, route approvals to the right people, and carry the approved investment into purchasing.
See how spending compares with the plan
Compare approved budgets, current estimates, and paid spending. Keep changes visible without losing the original budget.
Manage assets beyond the purchase
Carry purchasing records and costs into asset setup and accounting review. Track assets in service, transfers, maintenance, and disposal, with a history linked to the original investment.
Fully customized
to your business.
We tailor CapFlow to your capital planning process, approval responsibilities, asset records, and reporting needs, and connect it to your existing software.
Put it to work
in your process.
CapFlow is one of the tools we can bring to an improvement engagement. We tailor the implementation around the work your team needs to do and the business benefit it should create.
Reusable components within our proprietary platform help us implement the supporting application quickly and at an effective cost.
Questions about CapFlow
What does CapFlow manage?
Capital planning and asset management, from investment proposals and budgets through approvals, purchasing, and assets in service. Finance and operations share the records behind each investment.
What happens after an asset is purchased?
Purchasing evidence and costs carry into asset setup and accounting review. Asset records then support in-service tracking, transfers, maintenance, and disposal while retaining the investment history.
How does CapFlow fit our business?
We customize planning forms, approval responsibilities, asset records, and reports around your process, and connect CapFlow to your existing software.
Where is manual work slowing you down?
Tell us what your team repeats, copies, or chases, and what needs to improve.
Discuss a process