Capital Planning
and Transformation Management

Plan, analyze, and approve CapEx investments in one system.

Connected Capital Planning

A holistic approach to managing the capital expenditures lifecycle process by allowing organizations to define, plan and monitor all activities in real-time through a modern platform.

Transformation Management

Inpensa ties benefit realization to business case and strategy, establishing a full life-cycle approach ideal for managing transformation initiatives for tangible results.

Inpensa's Connected Capital Planning Platform Eliminates Spreadsheets and Digitizes Manual Processes


CapEx Planner

Our connected capital planning solution eliminates manual spreadsheets, automating the end-to-end process and ensuring always up-to-date plan information is integrated with general ledger and other systems.

  • Create capital plans at the BU or ORG level
  • Integrate capital plans to general ledger with one click
  • Plan at the portfolio, program or project level
  • Measure business impact and cashflow

Capital Appropriation Request

Manage the funding request process with intelligent data capture that guides you through the business case development, analysis and approval process.

  • Manage end-to-end funding request process
  • Create business cases with pre-built templates
  • Leverage workflows to speed up approval processes
  • Implement agile funding process
  • Institutionalize governance and standardization

Performance Tracker

Beyond measuring budget accuracy and delivery timeliness, our solution captures whether benefits that drive investment decisions are realized.

  • Track capital project plan to forecast and actuals
  • Assess financial benefits and business outcomes
  • Use health status to quickly identify under-delivering initiatives
  • Be prepared with executive level KPI’s results

Join Fortune 2000 Executives Who Are Benefiting from the Inpensa Connected Capital Planning Platform

"With Inpensa we were able to move off spreadsheets and get the entire company on a standard capital planning solution."

– CFO, Financial Services Company

"With Inpensa we can quickly and objectively analyze capital request and ensure we're selecting the highest value investments."

– CIO, Global Technology Company

What You Get

Capital Planning

  • Multi year planning
  • Capital project strategic alignment
  • Stage gate and workflow approvals
  • Scenario planning / modeling
  • Aggregate multiple plans
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Funding Request Automation

  • Capture project ideas
  • Develop Business Cases
  • Score and Prioritize Investment
  • Analyze ROI and NPV
  • Manage approval through workflow
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Dashboards & KPIs

  • Review plans at BU/org level
  • View capital plans
  • Analyze actuals vs. forecast
  • View benefits realization
  • Run cashflow and business impact analysis
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Secure Cloud Solution

  • Tier one cloud security
  • Data encryption in transit and at rest
  • Exceeds all global security standards
  • Meets SOC2 global standards
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Capital Portfolio Management

  • Develop multiple CapEx portfolios
  • Set annual budget targets
  • Rebalance / right-size portfolio
  • Manage timing and iterations
  • Run impact analysis
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Performance Tracking

  • Track project actuals
  • Track and measure benefits
  • Prevent budget overruns with early detection
  • Track business outcomes
  • Run plan vs. actuals analysis
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System Integrations

  • Standard Rest API
  • Integrate with other planning solutions
  • Single Sign On (SSO)
  • ERP integration
  • Procurement integration
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Fast Time to Value

  • Start planning in days with our quick start program
  • Leverage real time analytics with a few clicks
  • Eliminate steps and accelerate the planning process
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