ENTERPRISE CAPITAL MANAGEMENT & PLANNING

One AI solution for every capital portfolio.
The complete lifecycle.

One AI-driven platform for the complete capital lifecycle. Plan, budget, forecast, prioritise, govern and deliver your portfolio—from initial investment planning to benefits realisation. Built for Finance, PMO, Portfolio and Delivery teams, it connects financial planning to real-time delivery and automates the reporting that slows projects down.

  • Entra ID single sign-on
  • Your Microsoft 365 tenant
  • Field-level audit
  • Row-level security
The PiSync Capital home screen with the navigation sidebar open, offering entry points into My Work, Timesheets, the Project Management Hub, the Governance Hub, Resource Management, the Commercial Hub and Parameters.
END TO END

The whole capital journey, in one place

Most organisations run this across a finance model, a governance spreadsheet, a delivery tool and a reporting pack — and spend the year reconciling them. PiSync Capital runs it as one connected flow, so nothing gets re-keyed and nothing falls between the stages.

  1. Plan the money
  2. Build the case
  3. Decide what's funded
  4. Deliver the work
  5. Prove the benefit

One set of numbers

Costs are built once and carry through the business case, the funding decision, delivery and actuals. No second spreadsheet, no argument about which version is right.

Finance leads the plan

Finance runs the annual capital planning cycle inside the tool, with every business unit and portfolio rolling up into a single enterprise position.

Govern each area its own way

Different parts of the business can use different gates, scoring and thresholds — while the executive still sees one portfolio.

Benefits actually get checked

What you promised in the business case is tracked after go-live, so the loop most organisations never close finally closes.

WHAT'S IN IT

Four modules. One platform.

Turn on what you need now and add the rest later. They share the same data, so there is no integration project waiting for you at the end.

  1. 01

    Capital Management

    Where ideas become funded plans

    A guided business case people can actually finish, and a funding round you can run with evidence instead of volume.

    • Costs, benefits, risks and timing captured in one place, saved as you go.
    • NPV, ROI and payback worked out from the numbers already entered.
    • Every idea scored on the same framework, so funding conversations are about merit.
    • Model the portfolio against the budget, then commit — and keep a record of why.
    The portfolio prioritisation workspace: an FY27 budget of $34.00M with $24.01M committed across eight funding envelopes, and 43 initiatives on a decision board grouped as pending, in-plan, deprioritised, in-flight and completed.
  2. 02

    Project Management

    Where funded plans become delivered work

    One home per project, so the team, the money and the governance stop living in different tools.

    • Schedule, tasks, risks, issues, changes and documents in a single workspace.
    • Stage gates set up to match your delivery framework, not ours.
    • Project health rolls up to the portfolio on its own — no status chasing.
    • Benefits tracked against what the business case originally promised.
    A project workspace showing current phase, approved budget, overall health, open RAID items and documents approved, above a stage-gated lifecycle running from initiation through to benefit realisation, with every section of the project one click away down the left.
  3. 03

    Commercial Management

    The vendors and contracts underneath it all

    The commercial side of delivery, connected to the projects it actually pays for.

    • One governed vendor register, with the strategic and preferred relationships flagged.
    • Renewals and expiries surfaced early, so you renegotiate on your timing.
    • Purchase requests and commercial documents tied to the projects they serve.
    The commercial dashboard: ten vendors with three flagged strategic and three preferred, two suspended or under review, two expired compliance items and six expiring within 90 days, above seven contracts in force with four renewals due and one awaiting review, a twelve-month renewal timeline and a compliance expiry board.
  4. 04

    Timesheets

    Time that turns into cost by itself

    The part everyone avoids, made quick enough that people actually do it.

    • The week opens already filled in with the work you are assigned to.
    • Submit a single line or the whole week in one click.
    • Approved hours become project actuals — nobody re-keys anything.
    • Utilisation and cost run-rate update themselves from the same hours.
    A weekly timesheet with 39 hours logged across three projects, hours entered per day and per project, and each line ready to submit on its own or as a whole week.
BUILT-IN AI

Ask your portfolio a question. Get a real answer.

Ask in plain English and get an answer built from your own live data, with the numbers it used shown underneath. The work that used to take an analyst a morning takes about a minute.

  • “Which of my initiatives are ready to submit?”
  • “Show the capital outlook against target”
  • “Summarise my initiatives by status”
The PiSync Capital assistant, ready for a question, offering starting points such as “Which of my initiatives are ready to submit?” and “Show the capital outlook against target”, and noting that it answers from live data and that any change it suggests is yours to confirm.

Walk in prepared

Triage the submission queue, summarise where the portfolio stands, and spot the envelopes that are oversubscribed before the meeting, not during it.

Draft, don't start from scratch

Status narrative and board commentary come back written, sourced and ready for you to edit in your own words.

It shows its working

Every answer names the data behind it, so you can check a figure rather than take it on trust.

And the limits, up front

It only acts when asked

Nothing runs on its own in the background. You ask, it answers — and any change it suggests is yours to confirm.

It only sees what you see

The assistant runs inside the same row-level and field-level security as the rest of the platform. It cannot show a person data their role cannot open.

Your admins decide

AI features are switched on per organisation and per role, so you choose who gets them and when.

AuroraIN DEVELOPMENT

What we're building next

Where the assistant answers, Aurora will keep watch — monitoring delivery for early warning signs, turning meetings into tracked actions, and having the governance pack drafted before anyone asks for it. Same security, same rule that a person confirms the change.

MADE TO FIT YOU

Configured to your organisation, not the other way round

Every organisation runs capital differently, and the tool that makes you change first is the tool nobody adopts. PiSync Capital is built to be shaped — your scoring, your stages, your structures, your words — by an administrator on screen. No code, and no change request to us.

Your scoring, your weightings

Set the dimensions, weights and tiers that decide priority. Different parts of the business can even score differently.

Your words on your forms

A form designer controls the layout, wording, help text and who can see each field — down to the individual field.

Your structures

Divisions, portfolios, envelopes, themes and status labels are all yours to name and change as the business changes.

Your delivery model

Stage gates, deliverable templates, health scoring and the risk matrix all reshape to the way you already run projects.

The form designer, where an administrator edits the investment form field by field — layout, wording, help text, behaviour and who can see each field.

Over 40 admin screens — a sample of what you control

  • Prioritisation framework
  • Master data & structures
  • Planning cycles
  • Stage gates
  • Health scoring
  • Risk matrix
  • Form designer
  • Wording & labels
  • Project & task templates
  • Roles & permissions
  • Module licensing
  • Notifications
  • + 28 more
ALSO INCLUDED

The everyday things, already built in

Not add-ons, not separate products, and not another licence to negotiate — these come with the platform.

Resource management

See who you have before you promise them

One pool of people across the whole portfolio — skills, availability, leave and cost rates in one place. You can see where committed delivery is about to outrun the team while there is still time to do something about it.

The resource management dashboard: utilisation, capacity, FTE, availability, over-capacity, bench and cost run-rate, with a utilisation trend against target and an allocation split across committed delivery, pipeline and available capacity.

Reporting

Reports your own team can build

Drag the blocks you want into a template, reuse it every cycle, and publish from live data. No change request to a vendor, no waiting behind a BI backlog, and no copying numbers into slides the night before.

The report builder, composing an FY27 capital portfolio executive summary from live blocks: key metrics, portfolio mix by envelope, cost by financial year, and a ranked table of the highest-scoring initiatives.

Actuals

Upload spend once, and it's right everywhere

Drop in an export from Workday, SAP, Oracle or D365 and the columns map themselves. Rows match to projects automatically, anything unmatched is put in front of you, and every batch is kept so you can safely run it again.

The actuals import screen, accepting a finance-system CSV export from Workday, SAP, Oracle or D365 with the column mapping detected automatically, above an import history of every batch already run — file, source, rows matched, rows quarantined and status.
WHAT CHANGES

The difference on day one

BEFOREWITH PISYNC CAPITAL
  • The portfolio position is rebuilt in a spreadsheet each monthIt is live, and it is the same number everyone is looking at
  • Funding arguments come down to who presents bestEvery case is scored on the same framework before the room meets
  • Status is chased by email and out of date on arrivalHealth, risks and benefits roll up from delivery as they happen
  • The audit trail is reconstructed after someone asks for itEvery change is recorded as it is made, down to the field

SECURITY

Built for the organisations that get audited

It runs in your own Microsoft 365 tenant, on your own identity, and it writes down everything that happens.

  • Your tenant, your identity

    Entra ID single sign-on, running inside your own Microsoft 365 estate — so the data residency question is already answered.

  • Everything is audited

    Every change is recorded automatically, down to the individual field: who, what and when. There is no way to turn it off.

  • People see only their own

    Row-level and field-level security decide what each person can open, enforced in one place on the server — including for AI.

WHO WE WORK WITH

PiSync works alongside capital planning and delivery teams across Australian industry.

  • Energy infrastructure
  • Retail
  • Aviation
  • Environmental services

BEYOND THE PLATFORM

The team behind it can build with you too

PiSync Technologies is an AI transformation and enterprise solutions practice. The same people who built PiSync Capital also help organisations work out where AI is worth using, then build and integrate it.

Explore services
GETTING STARTED

See it running on your own process

  1. 1 · Show us
  2. 2 · We set it up
  3. 3 · Go live

A working session where we map your framework, structures and delivery model onto the platform. You will see your own language in it, not ours.

Your tenant stood up inside your Microsoft 365 estate and configured to the way you already work.

Data brought across, roles assigned, and your first planning cycle run for real — with us alongside you.

Weeks, not quarters

GET STARTED

See it on your own operating model.

Tell us about your capital portfolio and how you govern it. We'll show you PiSync Capital configured the way your organisation actually works.

Location
Melbourne, Victoria, Australia