Weissr

Weissr Capex Platform · Weissr Capital Budgeting

Capital budgeting software for precise and effective capital allocationTurn capital strategy into approved, governed budgets.

Reconcile strategic direction with investment demand, compare budget scenarios and preserve every allocation decision in one auditable system.

ISO 27001 certifiedSAP & Oracle integration1,000+ production sites globally

Capital Budgeting overview showing budget, forecast, remaining funding and division allocations

Capital Budgeting: Trusted by

Axel Christiernsson logoUltradent Products logoBoliden logo

Why it matters

Make budget trade-offsclear before capital is committed.

Capital Budgeting sits between Capex Strategy and Capex Management, turning strategic direction into funded commitments. Capital Budgeting is an add-on to Capex Management.

01 / 09

Scenario-based decisions

Compare alternative budgets on DCF, payback, risk and strategic fit before committing capital.

02 / 09

Top-down meets bottom-up

Reconcile strategic envelopes with site demand inside explicit, visible scenarios.

03 / 09

Capital allocation pools

Move capital through governed pools and organisational levels instead of transferring it informally between projects.

04 / 09

Immutable snapshots

Approve one scenario and preserve the numbers, conditions and rationale exactly as sanctioned.

05 / 09

Targets stay visible

Track steering targets, approved amounts, forecasts and actuals as distinct data series.

06 / 09

Multi-year governance

Approve the lifetime envelope once, phase it across cycles and reapprove only material changes.

07 / 09

Capex and Opex together

Budget capex and opex together or separately, so decisions reflect the full lifecycle cost of every asset.

08 / 09

Flexible budget cycles

Run annual, rolling and multi-year cycles, with historical FX rates preserved at approval.

09 / 09

ERP and EAM integration

Connect SAP, Microsoft Dynamics 365, IBM Maximo, Infor EAM and other systems. Actuals flow in automatically.

“It’s a one-stop flow. Once you’re in, everything just runs.”
Group CFO, Axel Christiernsson International AB

How it works

Six connected stepsfrom strategy to approved budget.

01Import strategyStart from long-term needs and strategic directives.

Investment requirements, asset priorities and organisational envelopes flow from Capex Strategy, giving finance a structured baseline rather than a blank spreadsheet.

02Set envelopesAllocate top-down by entity and asset category.

Set boundaries at Group, Division, Business Area and Business Unit level, funded through Capital Allocation Pools at the appropriate organisational level.

03Reconcile demandEvaluate operational requests inside each scenario.

Compare requests from Capex Management against strategic fit, DCF, payback and risk. Portfolio-level trade-offs stay visible before decisions are made.

04Approve and snapshotRecord the selected future as an immutable decision.

Hierarchical approvals preserve the chosen scenario, conditions and rationale. Multi-year investments retain their lifetime envelope across annual cycles.

05Hand overMove approved budgets directly into execution.

Project teams see the exact sanctioned amount, conditions and history in Capex Management without re-entry or a manual handover.

06Track and adjustCompare budget, forecast and actuals continuously.

ERP actuals update automatically, FX effects remain separate from operational performance, and event-driven alerts flag overruns and deadlines.

What changes

The approved budget remains connectedto requests, forecasts and actuals.

  • One current source for every request, scenario and approval
  • Budget boundaries enforced automatically through allocation pools
  • Approved numbers become the baseline for execution
  • Actuals return from the ERP without reconciliation
  • Deviations are visible as soon as they appear
  • FX impact separated from operational variance
  • Every next allocation cycle starts with better evidence
Budget owner view showing approved budget, requests, forecast, actuals from ERP and forecast vs budget variance

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Approved scenario, frozen as a snapshot

100%

Audit trail on every allocation decision

Group → BU

Allocation pools at every level

Capex Maturity Assessment

What's yourCapex maturity level?

Answer a short set of questions on process, data, visibility and cash flow, and get a report showing your level in each area.

Take the assessment

Capital Budgeting FAQ

Frequently asked questions.

Capital budgeting software helps finance teams decide which capital investments to fund in a budget cycle. Weissr Capital Budgeting reconciles top-down strategy with bottom-up investment demand, compares budget scenarios, governs allocation through capital allocation pools at every organisational level, and preserves the approved scenario as an immutable snapshot with a full audit trail.

ERP systems such as SAP are built for financial record-keeping and reporting. Weissr Capital Budgeting complements the ERP by focusing on the capital budgeting process: evaluating and prioritising investment requests inside budget scenarios, allocating funding through pools, approving budgets, and tracking budget, forecast and actuals in one place.

Yes. Weissr Capital Budgeting connects directly to SAP, Microsoft Dynamics 365 and other ERP systems, and pulls in actuals automatically, so budget data stays synchronised without manual entry.

Yes. Weissr Capital Budgeting connects to EAM systems such as IBM Maximo and Infor EAM and pulls in the asset register and asset condition data. Finance and operations teams then share one view of the asset base when they make investment decisions.

Yes. Capex and opex can be budgeted and evaluated together using lifecycle economics, so decisions reflect the full long-term cost of every asset and not only the upfront spend. The opex covered is the opex linked to the investments, such as running costs, maintenance and energy. It is not the company’s general operating budget.

Yes. A multi-year investment is approved once with a lifetime envelope, phased across budget cycles. Each annual cycle confirms that year’s phase instead of approving the business case again. Variance is tracked against both the annual phase and the lifetime envelope, so an investment that is on plan for the year but drifting on its total commitment is flagged.

Weissr Capital Budgeting is designed for capital-intensive organisations with significant annual capex across multiple sites, typically from about $10M a year. It fits organisations that still rely on spreadsheets or disconnected tools and need a structured, shared process for budgeting capital investments.

Yes. Approval workflows, budget structures and financial criteria are configurable, so the platform follows how the organisation already works and does not require the process to change.

Implementation typically takes between 1 and 4 months, depending on the size and complexity of the organisation. The onboarding team configures workflows, forms and integrations around the existing process, which keeps disruption low and time to value short.

Make every budget decisiontraceable and defensible.

See how Weissr can fit your existing cycle, hierarchy and approval model.

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