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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Finario is an enterprise Capex software that connects your people, projects and systems to provide a unified view of all capital investment activity and options. It enables industrial companies globally to accelerate decision making, drive faster growth and generate higher profits. From the smallest request to the largest project, and for every Capex phase or use case, Finario’s industry leading solution delivers a transformative approach to capital expenditure planning and management by streamlining and automating the complete investment lifecycle from initial project requests to performance tracking. planning agility and accuracy, and maximize investment potential. The platform offers a robust, project-centric architecture to efficiently plan, budget, approve, and forecast capital investments through a unified interface. The system consolidates essential capital planning data points, including project details, financial metrics, approval workflows, and compliance requirements. Moreover, leveraging its built-in financial intelligence, the platform processes this complex information to provide comprehensive visibility into the entire capital planning lifecycle while dramatically reducing or eliminating manual intervention. Finario's platform features flexible deployment options and seamless integration capabilities with existing finance technology stacks, creating a connected capital planning ecosystem that eliminates spreadsheet chaos and ensures data consistency. Its cloud-based SaaS architecture enables rapid implementation without significant IT involvement, while business users can act as administrators to manage approval routes and account settings.

Description

Adopting a comprehensive strategy for overseeing the entire capital expenditures lifecycle enables organizations to effectively outline, strategize, and supervise all operations in real-time using an advanced platform. Inpensa connects the achievement of benefits directly to business cases and overarching strategies, promoting a complete lifecycle methodology that is particularly suited for managing transformative projects aimed at delivering measurable outcomes. With our integrated capital planning solution, the cumbersome reliance on manual spreadsheets is eliminated, streamlining the entire process from start to finish while ensuring that the latest planning information seamlessly aligns with the general ledger and other relevant systems. The system facilitates the funding request process through intelligent data capture, assisting users in developing, analyzing, and securing approval for business cases. In addition to tracking budget accuracy and the timeliness of deliveries, our solution effectively assesses whether the anticipated benefits that guide investment decisions have been realized, thereby enhancing decision-making. By consolidating the planning, analysis, and approval of CapEx investments into a single platform, organizations can achieve improved efficiency and oversight. This holistic approach ultimately empowers teams to make informed decisions that drive value and support strategic objectives.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Infor CloudSuite ERP Yes 
JD Edwards EnterpriseOne Yes 
Kyriba Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Entra ID Yes 
Okta Yes 
OneLogin Yes 
Oracle Analytics Cloud Yes 
Oracle Business Intelligence (OBIEE) Yes 
Oracle Fusion Cloud ERP Yes 
Oracle Hyperion Planning Yes 
Oracle PeopleSoft Yes 
Procore Yes 
SAP Analytics Cloud Yes 
SAP Ariba Yes 
SAP BW/4HANA Yes 
SAP Business One Yes 
SAP HANA Cloud Yes 

Integrations

Infor CloudSuite ERP No 
JD Edwards EnterpriseOne No 
Kyriba No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Entra ID No 
Okta No 
OneLogin No 
Oracle Analytics Cloud No 
Oracle Business Intelligence (OBIEE) No 
Oracle Fusion Cloud ERP No 
Oracle Hyperion Planning No 
Oracle PeopleSoft No 
Procore No 
SAP Analytics Cloud No 
SAP Ariba No 
SAP BW/4HANA No 
SAP Business One No 
SAP HANA Cloud No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Finario

Founded

2011

Country

United States

Website

www.finario.com

Vendor Details

Company Name

Inpensa

Founded

2011

Country

United States

Website

inpensa.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet No 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control Yes 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management No 
Collaboration No 
Process Change Tracking Yes 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management Yes 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management Yes 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests No 
Value At Risk Calculation No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard Yes 
Issue Management No 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking No 
Task Management Yes 
Time & Expense Tracking Yes 

Spend Management

Approval Workflow Yes 
Budgeting / Forecasting Yes 
Expense Tracking Yes 
Multi-Currency Yes 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis Yes 
Spend Control Yes 
Supplier Management No 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs No 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

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