Portfolio & Capex
Enterprise CAPEX Tracking & Approval
Track capital expenditures with direct ERP integration (SAP, Oracle, Microsoft Dynamics). Eliminate manual entry errors and maintain real-time visibility.
What it does
- Integrates with ERP Systems (SAP, Oracle, Dynamics)
- Tracks CAPEX Requests from submission to approval
- Routes Approvals based on dollar thresholds
- Monitors Actual Spend vs. Approved Budget
- Flags Over-Budget projects requiring re-approval
- Forecasts Cash Flow requirements by quarter
- Archives all CAPEX documentation and justifications
- Generates Portfolio-wide CAPEX Dashboard
What it takes
- CAPEX Request Form
- Financial Justification
- Approval Workflow
- Budget vs. Actual Report
- ERP Export
- Board Package
What it returns
- Excel Report
- PDF Dashboard
- ERP Export
- Board Package (PowerPoint)
Written into the systems your team already runs, not into a second system of record.
How teams run it
Request Tracking
Monitor all CAPEX requests from submission to approval.
Approval Workflow
Route requests through approval chain by threshold.
Budget Monitoring
Track actual spend vs. approved budgets in real-time.
Portfolio Dashboard
Executive view of all CAPEX across the portfolio.
Cited, or flagged
Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.
Read where it lives
Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.
Never trained on
Your documents do not train models — yours or anyone else's.
More in Portfolio & Capex
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.