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See the full CAPEX approval workflow in action. Set up your approval chain and submit a sample investment proposal.

Department Manager / Direct Supervisor
CFO / Finance Director

Free demo — experience the full workflow before deploying

1
Details
2
Financials
3
KPIs
4
Review

Project Details

Describe the investment opportunity and its strategic rationale.

Short, descriptive name for the investment project
Upload up to 5 files (10 MB total). Any file type accepted (XLSX, PPTX, DOCX, PDF, DWG, images, etc.). Attachments are included in approval emails.
Drag & drop files here or browse
Max 5 files, 10 MB each

Financial Impact

Enter the investment details and expected financial returns.

$
Total CAPEX required for the project
Expected useful life for depreciation (1-30 years)
$
Expected additional revenue per year
$
Expected annual cost reduction
$
New ongoing costs created by this investment
Corporate tax rate for tax shield calculation

Annual Cash Flow Projection

Year Net Cash Flow Cumulative

Cash flows auto-calculated from inputs above. Edit individual year values if needed.

Investment KPI Dashboard

Auto-calculated key performance indicators for your CAPEX proposal.

Return on Investment
--
Annual net benefit / investment
Net Present Value
--
At 10% discount rate
Internal Rate of Return
--
Rate that makes NPV = 0
Payback Period
--
Years to recover investment

Financial Statement Impact (Annual)

P&L Impact

Revenue Increase--
Cost Savings--
New Operating Cost--
Depreciation--
Net P&L Impact--

Balance Sheet Impact

Asset Addition--
Annual Depreciation--
Net Book Value (Yr 1)--
Net Book Value (End)--

Cash Flow Impact

Initial Investment--
Annual Operating CF--
Tax Shield (Depr)--
Annual Net CF--

Review & Submit

Review your CAPEX proposal before submitting for approval.

Project Details

Company Code--
Project Title--
Description--
Rationale--
Mandatory/Legal--
Attached FilesNone

Financial Summary

Total Investment--
Useful Life--
Annual Revenue Increase--
Annual Cost Savings--
Annual New Opex--

Key Performance Indicators

ROI--
NPV--
IRR--
Payback Period--

Approval Routing

Project Submitted By Date Investment ROI Status Level Actions
No submissions yet. Create a new proposal to get started.

Export Approved Proposals

Download all approved proposals for accounting or ERP import.

⚙ Approvers

Configure the approval hierarchy. Each approver is assigned a level (1 or 2). Changes are saved to this browser.

Level Name Email Title Actions

Global Level 2 Approver

This is the default Level 2 approver. Override per user in the Users table below.

Current: --

Users

Map each user to their Level 1 approver. Optionally override the Level 2 approver (defaults to Global L2 above).

Name Email L1 Approver L2 Approver (Override) Actions

Admin Email

Set the admin email address. This user can see all submissions and access the Admin Panel.

Current admin: --