Budget agent
Capex and opex, out of the spreadsheet.
Your multi-year maintenance plan and investments in one place: what's planned per year and per building, who approved it, and what it really cost. On screen, or in plain language through Claude.
Facility money lives in three places.
None of them is a system.
Capex and opex are managed in big Excel files, a pile of PDFs, and the heads and inboxes of the people doing the work. It holds together until someone asks a question.
The budget is a spreadsheet nobody trusts
Version seven, rebuilt every year from last year's invoices and a fair amount of guessing.
Approvals happen in email and hallways
No trail of who approved what, at which amount, or what it was for six months later.
The ground floor and headquarters disagree
What a building actually needs and what finance expects it to cost are two separate conversations.
What it does.
Four pieces that work together, on the data already in FixForm.
Multi-year plans, per building
Your multi-year maintenance plan and investments in FixForm instead of a spreadsheet: a plan over as many years as you need, with every budget item split over the years and tied to its building.
Plans over ten years or more, such as 2026–2035
Investments and operational costs, expenses and income
Category, reason, funding source and risk per item
Approval with a trail
Every item moves from draft to approved, in progress and completed, or is cancelled or postponed. FixForm records who approved it and when.
Approved by and on, recorded automatically
Work started without approval is recorded too
Closing asks for the actual amount, and a reason when it differs from plan
Purchase orders and invoices
Register purchase orders and invoices on the item they belong to. The actual amount is what has been paid, and money shows as committed the moment it's ordered.
Committed, invoiced, paid and unspent per item
Several invoices per purchase order, credit notes included
Invoices stored with the building's files
Ask it in plain language
With the FixForm connector in Claude, ask for totals per year or per category, see who changed what, or link tasks, files and assets to a budget item.
Totals per year or per category
The full history of every change
Tasks, files and assets linked to an item
A budget is only as good as the data under it.
Budget sits next to your tasks, assets and documents in FixForm. Link them to a budget item through Claude, and every line in the plan points to the work, the asset and the paperwork behind it.
See the platform underneathSee your budget in FixForm.
Tell us how your capex and opex work today, and where the approval flow breaks. We'll show you how it runs in FixForm.