AI-native capital planning

Predict failures.Prove the spend.

Capplan turns CMMS work orders into a board-ready capital plan in minutes. Surface what's about to break, defend every dollar with citations, track variance vs the locked baseline.

0minSetup time
0hrTo first signed capital plan
0 recordsBackfill window
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No customer logos to borrow yet — so here's what every number is built on instead.

ASHRAEService life
ASTM E2018Condition assessment
CPSCRecall data
NOAAWeather exposure
ICCBuilding codes
ENERGY STAREfficiency
1.0 · The gap

Capital plans haven't kept up.

Spreadsheets capture last year's data. CMMS systems record what's already broken. Boards approve plans that are stale on day one. Capital planning is still operated like a quarterly fire drill.

Built on stale spreadsheets

Asset registers age out the moment they're saved. Risk scores reflect last year's data. Replacement timing is guesswork against a fixed budget envelope.

CMMS data dies in silos

Work orders pile up in UpKeep, MaintainX, ServiceChannel. Nobody reconciles them into a portfolio view. The signal is there — there's no one watching it.

Board memos take weeks

By the time the capital memo is drafted, reviewed, and signed, the asset that triggered it has already failed. Reactive cycles compound.

Capplan turns CMMS work orders into a board-ready capital plan in minutes — risk-scored, NPV-grounded, comment-able, signable, and tracked against actuals.

2.0 · Capabilities

AI built for real-world capital planning.

CONNECT

Talks to any CMMS.

UpKeep, MaintainX, ServiceChannel out of the box, plus a Manual ingest API for anything else. Field mapping per tenant, 429-aware retry, full payload audit if a record fails.

UpKeep · Atlantaactive · synced 4m ago
MaintainX · Field Opsactive · synced 14m ago
ServiceChannel · Regionsnever synced
Manual · Custom integrationsingest_key acap_••••
PREDICT

Scores every asset before it fails.

Per-asset risk scores fed by work-order history, ASHRAE life, weather forecasts, CPSC recalls, building-code changes, and operational criticality. Critical and degrading assets surface automatically.

Roof · Building C84.79
York Chiller · 350-ton73.4
Otis Elevator · Lobby71.2
+ 89 othersSTABLE
PLAN

Three principled strategies, ranked on cost / risk / deferred liability.

Conservative, balanced, and deferred scenarios with full NPV, deferred-liability, and sustainability scoring. What-if customization with sliders. The math is explicit.

ScenarioCostNPV
A · Conservative$4.2M−$3.1M
B · Balanced$2.8M−$2.4M
C · Deferred$1.1M−$3.9M
DEFEND

Writes the memo your board signs.

Aria drafts a capital memo grounded in your own numbers, with every figure carrying provenance. Approve, comment, sign off — the audit log is the deliverable.

Memo · Capital Plan FY2027

Q2 prioritizes the roof at Building C (risk 84.79) and Otis elevator (risk 71.2). Total upfront $884k, 10-year NPV −$2.4M vs deferred at −$3.9M.

Approved by Bob Carpenter · 2026-03-12
Built for your operation

Start with the data you have. Run it the way you run.

No clean-room dataset required, and no fixed methodology imposed. Capplan meets your portfolio where it is and bends to how your team already works.

Messy data, day one

No minimum dataset.

  • Partial registers, missing install dates, inconsistent naming — ingest it anyway.
  • A live data-quality view shows exactly what's missing and what it's costing your scores.
  • Scores sharpen as records fill in. You start the day you connect, not the day you're 'clean.'
Your rules, not ours

Your rates, thresholds, and sign-off.

  • Tune discount rate, escalation, and asset service-life assumptions to your portfolio.
  • Set approval thresholds — what auto-clears, what routes for sign-off, what gets flagged.
  • The methodology is explicit and editable, never a black box you have to trust on faith.
See it in action

Watch data become a plan you can defend.

Under 90 seconds through the real product — surface risk, stress-test three scenarios, and generate a board-ready memo. Narrated, end to end.

3.0 · Inside Capplan

What you actually get after you connect.

Four surfaces handle the full lifecycle — surface risk, stress-test plans, route for sign-off, track variance. All in one workspace, all on the same data.

01 · LANDING

Login lands on what matters next.

Open the dashboard. See the one decision that needs you today — and the queue of everything else worth knowing underneath. Quiet morning? It says so plainly. No dashboard graveyard, no scrolling for the action.

Today · Awaiting your approvalMon, May 18

2 capital plans are awaiting your approval.

Combined: $2.8M upfront, $5.2M/yr deferred liability addressed.

Review Scenario A →Review Scenario B →
Also worth knowing · 3lower-priority items
Roof at Bldg C · risk-score jumpALERT · 2h ago
Memo draft: Capital Plan FY2027MEMO · 3d ago
UpKeep sync error · reviewALERT · 6h ago
02 · SCENARIOS

Three capital plans with explicit NPV and deferred-liability math.

Conservative, balanced, deferred — each with upfront cost, 10-year NPV, deferred-liability score, and sustainability scoring. Customize with what-if sliders, then submit the one you want for approval. Old scenarios stay archived; current ones live above.

ScenarioUpfront10yr NPVDeferred
A · Conservative$4.2M−$5.1M$0.2M
B · Balanced$2.8M−$4.2M$1.8M
C · Deferred$1.1M−$5.9M$3.6M
Scenario B in review · Approved by Bob Carpenter pending
03 · APPROVAL + VARIANCE

Sign-off that survives audit. Plan vs actual tracked nightly.

Approve a scenario and it locks as the variance baseline. Every cost event since approval flows against it; on-track / over / under / missing classifications surface automatically. The audit log shows who approved, when, with what comment.

Approvalapproved
Approved 2026-03-12 by Bob Carpenter
2026-03-12 · Bob Carpenter approved (in_review → approved)2026-03-10 · Alice Chen submitted (draft → in_review)
Plan vs actual · Q2 2026
Planned $884kActual $912k+3.2% over
04 · CAPITAL MEMO

Memo v0.2 — math, not marketing.

Every memo opens with the ask, in one line, no softening. The numbers come pre-populated from your scenario. The appendix tells your IC where to push back — not where to nod along. Filler phrases are banned by design. Export to PDF. Done.

Capital Memo · FY2027v0.2 · Aria

Approve $2.8M Balanced plan to retire $5.2M deferred liability by FY2028.

Capex$2.8M
Deferred Avoided$5.2M/yr
10yr NPV−$4.2M
CO₂e Cut42 t/yr
Sensitivity · Discount rate shift >10% or earlier-than-predicted failure on Roof at Bldg C could flip the recommendation toward Conservative.
cite: scenario_B.idcite: asset.roof_ccite: assumptions.discount=8%
4.0 · Defensibility

Every figure earns its place.

Strategic claims, defensible math, and an audit trail underneath. The proof is in the build.

MEMO v0.2

Strategic, not stylistic.

MEMO v0.2

Every memo opens with the ask, in one line. Real numbers, named assets, your real discount rate. Filler is banned by design. The appendix tells your IC where to push back, not where to nod along.

NPV

Repair or replace, settled in dollars.

NPV

Every per-asset call comes with 10 years of NPV math. Your discount rate. Your escalation. The year-by-year is one click away.

RATIONALE

Score 84 means nothing. Score 84 because…

RATIONALE

Life-used is 110%, work orders are 67% corrective, this is a life-safety asset. Now we're talking. One data point won't claim a trend.

Benefits

Real results for your portfolio.

Move from reactive repair cycles to proactive capital plans with provenance. Defer maintenance with math, not luck.

Defer maintenance with math, not luck.

  • Risk-scored portfolio recomputed nightly from real CMMS history.
  • Three strategy scenarios so you can see the trade-offs explicitly.
  • Deferred liability surfaced in dollars — the cost of NOT acting.
0%Avg risk reduction
Critical assets at-risk12 → 4
Year-1 deferred liability$8.4M → $2.1M
NPV improvement+$1.7M

Defend every dollar with a paper trail.

  • Every figure in every memo carries provenance and citation.
  • Approval flow with sign-off, comments, audit log — and variance tracking against the locked plan.
  • Aria drafts the memo; you keep editorial control.
0+Board memos / month
Average draft time< 30 sec
Approval cycle−68%
Plan-vs-actual variancetracked nightly

Scale the team without scaling overhead.

  • Autonomous monitors watch weather, recalls, energy anomalies, building-code changes.
  • Risk scores update overnight when external signals shift.
  • No reports to read — only the actions that need a human.
< 24hTime to first signed capital plan
Setup time5 min
Backfill windowUp to 40k records
Autonomous monitorsWeather · Recalls · Energy · Code
Trust & governance

Enterprise-grade by default. Your data stays yours.

Capital data is the most sensitive thing on your balance sheet. Aria is built so none of it leaks across tenants — and none of it trains anyone else's model.

Aria never trains on your data.

Your portfolio, your scenarios, your memos — none of it is ever used to train shared models or surfaced to another tenant. Aria reasons over your data in isolation, every action is rate-limited and cost-tracked, and the output belongs to you. The audit log is yours to export.

Row-level tenant isolation
Encrypted at rest & in transit
Role-based access + audit log
SOC 2-compliant infrastructure
GDPR-aligned data handling
You own your data and outputs
5.0 · How it works

The AI-native path from data to defensible capital plans.

Import

Effortless ingestion

UpKeep
MaintainX
ServiceChannel

UpKeep, MaintainX, ServiceChannel — or REST API and XLSX upload. Sync thousands of records in minutes.

Review

Risk scoring & data quality

Risk93

Work-order history, ASHRAE life, weather, CPSC recalls, building codes — fused into one risk score per asset, with a flag list of what to fix before you model.

Plan

Model & pressure-test

Conservative, balanced, deferred — each with explicit NPV and deferred-liability math. Pressure-test the one you'll defend and watch exactly which assets move.

Export

Board-ready memos

citecite

Aria drafts the capital memo from your numbers. Every figure cites the asset or scenario that justifies it.

Onboarding

Fast, low-risk deployment.

01

Connect

Wire UpKeep / MaintainX / ServiceChannel — or push records via REST API. Sync in minutes.

02

Review

Risk prediction surfaces critical and degrading assets with full rationale, alongside a data-quality flag list of what to fix.

03

Plan

Generate three strategy scenarios; stress-test under budget cuts; route for sign-off; lock the baseline; track variance.

Shipping weekly

Built in the open, hardened in production.

Recent · May 2026
  • Daily token-budget circuit breaker + per-action cost tracking on every Aria call.
  • Per-user rate limiting across all AI-backed actions.
  • Full unit-test suite, CI gating, and automated nightly risk-scoring runs.
  • Data-quality dashboard: see exactly what's missing before you plan.

Turn your maintenance data into a plan you can defend.

We don't run photo inspections or dispatch crews. We do one thing completely — capital plans your board will sign. 5-minute setup, first signed plan in under 24 hours, no long-term contract.