Data Connection

With the Finario integration you can:

Create and manage multi-year capital plans and monthly reforecasts on an asset/building level.

Apply consistent ROI models and metrics to aid project selection and evaluation.

Streamline business case/request/approval processes.

Integration Summary

Deciding which projects merit approval/budgeting is as important as how selected projects are ultimately managed. Finario’s capital planning software gives you the tools and insight to optimize your capital program for this year and over the long run. Compare projects and portfolios along multiple dimensions and easily generate the reporting your team needs to be most effective. Drive compliance with your approval process, and that consistent evaluation criteria is applied.

How it works

Following budgeting and approvals in Finario, a project will be created in Procore with the appropriate budget line items and supporting information. Direct costs listed in Procore will be synced with Finario to ensure end to end reporting.

To get started, please reach out to your Finario Integration Consultant.

Integration Requirements
  • Must be a Finario Customer
Required Procore Tools
  • Budget
  • Change Events
  • Direct Costs
  • Reports
Helpful Links


About Finario

Finario is the first software solution purpose-built for capital planning. Our intuitive cloud-based platform standardizes the budgeting, approval and reporting of capital expenditures - providing a single-source of truth across the project portfolio. With Finario, forward-looking businesses drive higher productivity, ensure capital reporting accuracy and make faster decisions. The company was founded in 2011 and is based in Stamford, Connecticut.

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