Integration with all systems
Capex integration with ERPs, Accounting, and BI systems
Capexplan offers complete capex integration with virtually any system in order to optimize your Capital Expenditure process. Any information that you need to get into Capexplan can be collected. Any information that you want to push into another system or export from Capexplan can also be done.
Information can be sent from any Accounting, ERP (including SAP, Oracle, and multiple others) or other Business System to Capexplan and information can also be sent from Capexplan to any system. Depending on your systems in place, integration can be done either via our APIs or using flat files (xls, csv, xml). Our REST API site includes all the APIs required for transferring and collecting any field, even any custom field that you add to Capexplan. Your Company operates multiple ERP systems? No worries, with Capexplan you can select which Business Units to integrate with which system.
During integration setup, you can select the level of detail that you need. With Capexplan you can collect information as detailed as the line item of a Purchase Order, a Reception, or an Invoice. Companies can track costs per asset and for companies using Work Breakdown Structures (WBS), you can track your costs per WBS element.
Our integration process also provides you the ability to exchange information with any other system like Analytics Software, Business Intelligence, Data Warehouses, and numerous others. Our SSO Functions use SAML2.0 standard for integration with Single Sign-On systems, such as Active Directory, Okta, and others.
Finally, we can also import historical data into your Capexplan account, so you can retain all current information that you have in other systems. This includes past and current Capex requests as well as tracking information (Purchase Orders, Invoices, Receptions).
Import budgets and chart of accounts from accounting system /ERP (ex: SAP/ Oracle/Dynamics)
Export data to produce custom reports outside of Capexplan
Import current or past data into Capexplan to consolidate all capex history into one place
Integrate vendor invoices from accounting system/ERP to avoid double entry when tracking expenses
Generate Reports
- Produce reports per cost, per reason, per business unit
- Track Budget vs Actuals
Manage Capital Expenditure
- Add costs against expenditures
- Seek re-approval if over budget
Create Capital Acquisition Request
- Create company org chart, approval policies
- Create and manage multiple budgets
- Allocate funds to business units
Approve Capital Expenditure
- Approvers can comment, approve, or reject the request
Import data from Enexplan (users, org chart)
Use WBS numbering system to create requests
Attach any document type to the request
Integrate with SSO system for user access (using SAML 2.0)
Export data to produce custom reports outside of Capexplan
Import current or past data into Capexplan to consolidate all capex history into one place
Integrate vendor invoices from accounting system/ERP to avoid double entry when tracking expenses
Generate Reports
- Produce reports per cost, per reason, per business unit
- Track Budget vs Actuals
Manage Capital Expenditure
- Add costs against expenditures
- Seek re-approval if over budget
Create Capital Acquisition Request
- Create company org chart, approval policies
- Create and manage multiple budgets
- Allocate funds to business units
Approve Capital Expenditure
- Approvers can comment, approve, or reject the request
Import budgets and chart of accounts from accounting system /ERP (ex: SAP/ Oracle/Dynamics)
Import data from Capexplan (users, org chart)
Use WBS numbering system to create requests
Attach any document type to the request
Integrate with SSO system for user access (using SAML 2.0)