Capital Expenditure (CapEx) Request Forms

Process on-line CapEx/AFE approvals and routing, and reduce total approval time by up to 30%.

Capture and Route CapEx Requests for Approval

Using capital expenditure request forms to ensure compliant financial information is captured can significantly reduce errors and increase approval cycles. However, capturing information in Excel templates, paper forms, or other manual means can drain most organizations' time and resources, especially if the CapEx request volume is high.

Using Integrify's Workflow Management software, our clients have significantly improved Capital Expenditure (CapEx) request management processes within their organizations, allowing them to process online approvals and routing and reducing the total approval time by up to 30%.

In addition, finance executives can track CapEx requests and capital spending patterns better because all request data is captured consistently in a central location and fully auditable and exportable to outside reporting systems.

How Baylor University and British Petroleum use Integrify for capital expenditure forms and workflow.

capex form (capital expenditure request form)
CapEx Form Example

Capture the Right Data Consistently, then Route It

Integrify goes beyond forms, providing one of the most sophisticated routing workflow engines available. Mirror your organization's policies and business rules to ensure compliance. Use complex approval matrices to route your CapEx forms to the right people or chain of approvers. 

Integrify protects your data using industry best practices and certifications. Integrate your data with ERPs, CRMs, Accounting, and more to maintain your single source of truth.

Automate your capital expenditure processes to improve:


  • Reduce expenditure request, review, and approval time
  • Streamline and standardize requests across multiple divisions
  • Review and approve requests from mobile devices
  • Attach and store supporting financial documentation


  • Eliminate error-prone manual systems
  • Provide a clear audit trail for internal and external auditing
  • Establish multi-tiered process definitions to provide security for sensitive data
  • Control access levels to ensure privacy

Reporting and Visibility

  • Compare planned vs. actual spend
  • Report on the efficiency of the process overall or for individual requests
  • Provide a transparent view of the process and current status
  • Identify CapEx approval bottlenecks and take corrective action


  • Integration with existing financials in existing ERP systems
  • Push or pull data between systems to populate dropdown lists and other form fields
  • Embed CapEx forms and tracking into existing intranets or Websites

We have a template for that! Get a headstart on automating your CapEx Process with our CapEx process template. Just import the template, customize, and launch your new process.

Check Out the Template

“Our CEO approved his first CapEx request from his mobile device.”
Ken Richardson, PCI Pharma Services

Contact us for a free demonstration of how Integrify can streamline your CapEx Request process and provide actionable analytics. More CapEx examples.

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Automate Any Business Process

To see how quickly you can begin automating your business processes, check out our 2-minute product video.

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capex guide

Preparing for CapEx Automation

Find out what to expect and how to organize the project, including:

  • Process Planning
  • How to Document
  • Outlining and Designing the Workflow
  • Building an Approval Matrix
  • Building Forms
  • Reporting Requirements
  • Tips for Change Management
  • Loads of examples and templates to steal

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