18 Beste Software für Kapitalplanung im Test 2026

Board is a business intelligence and performance management tool designed for large enterprises. It provides tools for financial planning, analysis, and forecasting to support decision-making processes.

Why I picked Board: Board succeeds in integrated business planning with features like unified dashboards and scenario analysis. Together, these tools help your team align strategic goals with operational execution. The platform also provides real-time data updates, enhancing visibility across departments, and the ability to customize reports to fit specific business needs.

Standout features & integrations:

Features include what-if analysis tools that help you test different funding and investment scenarios. You can also build driver-based models to tie spending plans to business goals.

Integrations include SAP, NetSuite, Microsoft Dynamics 365, Workday, Salesforce, IBM Cognos, Snowflake, Google BigQuery, Amazon Redshift, and Anaplan.

WISE is a planning and management software made for infrastructure projects. It's designed for teams that need detailed planning and execution capabilities to manage complex infrastructure tasks.

Why I picked WISE: WISE is a strong fit if you’re managing long timelines, complex approvals, and shifting funding sources. It handles multi-year project tracking with ease and gives you real-time visibility into budget status across phases, so you’re not stuck chasing updates or juggling disconnected spreadsheets. The software’s workflow tools also streamline approvals and keep stakeholders aligned, which is vital when you’re dealing with multiple departments or public funding.

Standout features & integrations:

Features include a project scoring system that helps your team rank proposals based on need, cost, and impact. You can also set up multi-year plans and break them down by funding source or project type before using the built-in reporting to show how your plan aligns with long-term goals.

Integrations include ArcGIS, Microsoft Excel, Microsoft Project, Microsoft Power BI, Tyler Munis, SAP, Oracle, Infor, Google Drive, and Dropbox.

OpenGov is a budgeting and planning software for public sector organizations. It focuses on enhancing transparency and collaboration in financial planning and reporting.

Why I picked OpenGov: OpenGov is built for public sector budgeting, with features designed to meet the unique needs of government finance teams. Its cloud-based platform supports real-time collaboration, making it easier to plan, adjust, and communicate across departments. Additional tools like interactive budget books and performance measurement also help bring transparency and structure to the process, giving you clear, visual insights into your financial data.

Standout features & integrations:

Features include a digital project request portal where departments can submit proposals directly. You can also attach supporting documents, rank projects, and set up custom scoring to evaluate them. 

Integrations include Oracle, Workday, Tyler Munis, Microsoft Dynamics 365, SAP, Questica, Infor, CentralSquare, ADP, and Esri.

FMX is a facility management and capital planning tool designed for organizations seeking to optimize their maintenance operations. It helps users manage work orders, schedule maintenance, and track asset performance.

Why I picked FMX: FMX is designed specifically for facility management, offering features like work order management and preventive maintenance scheduling to help your team stay organized and reduce downtime. The software’s asset tracking functionality also allows you to monitor performance and extend asset life, helping you catch issues before they occur.

Standout features & integrations:

Features include a capital forecasting tool that lets you build multi-year plans based on facility data. You can also log and track project requests across sites in one place. 

Integrations include ArcGIS, Azure Active Directory, Google Workspace, Microsoft 365, SchoolDude, Veracross, Blackbaud, PowerSchool, QuickBooks, and ClassLink.

Brightly is a predictive analytics tool designed for asset management and capital planning. It serves organizations looking to optimize maintenance schedules and extend asset life cycles.

Why I picked Brightly: Brightly stands out for predictive analytics because it goes beyond static budgeting and helps you actually anticipate what’s coming. Instead of just tracking historical data, it uses real-time inputs and modeling to project future capital needs, asset lifecycles, and funding gaps. That means you can plan for replacements or upgrades before failures happen—not after.

Standout features & integrations:

Features include lifecycle modeling that helps you plan funding needs based on asset age and condition. You can also adjust assumptions to see how funding shifts under different budget levels and generate long-term forecasts to guide spending over decades.

Integrations include Asset Essentials, Energy Manager, Event Manager, Origin, Esri, Cartegraph, Cityworks, SAP, and Oracle.

Gordian is a capital planning and asset management tool for construction and infrastructure projects. It serves organizations needing detailed assessments and strategic planning for construction efforts.

Why I picked Gordian: Gordian brings all your project details—schedules, budgets, equipment, and team coordination—into one easy-to-use platform. It’s built with facilities and construction teams in mind, so it handles real-world challenges like change orders, resource conflicts, and progress tracking without overcomplicating things. You can also manage timelines, assign tasks, and monitor costs in real time, which keeps everyone on the same page and projects moving forward.

Standout features & integrations:

Features include facility condition assessments that give you data to support long-term planning decisions. You can also group projects by urgency, cost, or location to build funding scenarios. 

Integrations include Autodesk, Esri, IBM TRIRIGA, SAP, Oracle, Archibus, Accruent, Planon, FAMIS 360, and AssetWorks.

AssetWorks provides capital planning software for asset-heavy industries like cities and public works departments. It focuses on budget management and optimizing asset maintenance.

Why I picked AssetWorks: AssetWorks is designed for organizations that manage a high volume of physical assets—like higher education, government, utilities, and transportation. Rather than juggling separate systems for asset tracking and capital budgeting, AssetWorks brings it all into one platform. You can also access real-time views of asset condition, lifecycle costs, and funding needs, with the ability to plan long-term capital investments based on actual asset data. 

Standout features & integrations:

Features include budget scenario modeling that helps you compare long-term funding strategies side by side. You can set priorities for capital projects based on asset conditions, risk, and financial impact, and track funding sources and allocations throughout the project lifecycle.

Integrations include Esri, Infor, Oracle, SAP, Microsoft Excel, Microsoft Power BI, AssetWorks FleetFocus, AiM, Workday, and PeopleSoft.

Actabl is an operations software designed to enhance capital planning and improve operational efficiency. It's made for businesses that need enhanced capital management and operational insights.

Why I picked Actabl: Actabl focuses on operational efficiency with features like automated workflows and real-time analytics to help your team manage capital projects efficiently and make informed decisions. The software also offers customizable dashboards to visualize data clearly, and built-in tools for scenario planning and forecasting to further aid in tracking project progress and optimizing resources.

Standout features & integrations:

Features include asset management integration to offer insights into asset performance and replacement needs. It also offers detailed budgeting tools to help teams analyze expenses and build long-term capital forecasts. 

Integrations include M3, NetSuite, Yardi, QuickBooks, Microsoft Dynamics 365, Sage Intacct, ADP, Salesforce, Dropbox, and Google Drive.

Finario is a cloud-based capital expenditure management tool designed for global enterprises. It focuses on budgeting, forecasting, and project performance management to enhance financial decision-making.

Why I picked Finario: Finario is built for global enterprises, offering automated request workflows and streamlined approval processes that keep capital planning moving smoothly. Additionally, its budgeting and forecasting tools help your team manage capital allocation with more precision, while the open API makes it easy to integrate with your existing ERP systems. 

Standout features & integrations:

Features include permission controls to manage who can view or change investment data. There's also forecasting support that lets you compare actuals to planned spend in real time.

Integrations include SAP, NetSuite, Microsoft Dynamics 365, Workday, Coupa, Procore, JD Edwards, QuickBooks, and Salesforce.

Projectmates is a capital program management software designed for construction and real estate projects. It helps teams manage project portfolios, budgets, and timelines, ensuring projects are completed efficiently.

Why I picked Projectmates: Projectmates gives you real-time visibility into project costs, timelines, and approvals, so you’re not stuck chasing updates or reconciling spreadsheets. For capital planning, that means better control over funding allocation, fewer surprises during execution, and faster decision-making when priorities shift.

Standout features & integrations:

Features include the ability to track project timelines and budgets across multiple sites in one central dashboard. You can also set up custom workflows for approvals, change orders, and project requests. 

Integrations include Microsoft Excel, Microsoft Project, SAP, Oracle, Procore, Docusign, Aconex, Viewpoint, Autodesk, and Dropbox.