Plan, control, and reconcile money across CapEx and OpEx
Banner's financial management tools give you complete visibility and control over every dollar in your capital program—from initial budget to final payment.
Budget vs Forecasting
Project by Status
Everything You Need for Financial Control
Nine powerful tools working together to give you complete command over CapEx finances.
Approvals
Streamline approval workflows with configurable rules, delegation, and mobile access. Never miss a deadline with automated reminders.
Budgeting
Build and manage budgets at every level—from individual projects to entire portfolios. Compare actuals to budget in real-time.
Capital Planning
Build multi-year capital plans with scenario modeling. Align CapEx strategy with asset performance and investment goals.
Cash Flow Analysis
Forecast cash requirements across your portfolio. Model timing of expenditures and align with available capital.
Cost Tracking
Track every dollar from commitment to payment. Categorize costs, monitor variances, and maintain complete audit trails.
Invoicing
Process invoices efficiently with automatic matching, approval routing, and direct integration to your accounting system.
Lender Draws
Prepare draw packages faster with automated cost tracking, retainage management, and lender-ready reporting.
OpEx Contracting
Manage operating expense contracts alongside CapEx. Track renewals, compare vendors, and optimize recurring costs.
Reporting
Generate investor-ready reports with one click. Customize dashboards, schedule automated reports, and export to any format.
Why Teams Choose Banner for Financial Management
Complete Budget Visibility
See every dollar committed, spent, and remaining across your entire portfolio in real-time.
Faster Approvals
Reduce approval cycle time by 70% with automated workflows and mobile access.
Accurate Forecasting
Model cash flow scenarios and plan capital deployment with confidence.
Audit-Ready Documentation
Maintain complete audit trails for every transaction, approval, and change.
Cash Flow Forecast
Capital Summary
Banner has completely transformed how we manage CapEx finances. We went from spending days on draw packages to having them ready in hours. The visibility into our budget is incredible.
Ready to Take Control of Your CapEx Finances?
See how Banner's financial management tools can transform your capital program.