🔷 Automated Project Reporting
Stop Wasting Time on Manual Reports
CapitalPath Pro auto-generates project summary pages and funding request reports in real time—so your department always has clean, accurate documentation. Whether you need a council-ready summary or a deep dive into project status, our system formats everything for you, complete with approvals, cost breakdowns, and historical context.
✅ One-click generation of printable reports
✅ Real-time data from across departments
✅ Built-in version tracking with edit history
✅ Secure access controls for each role
🔷 Streamlined Approval Workflow
Seven Customizable Approval Levels—No Email Chasing Needed
Track project requests from submission to final funding without switching systems or tracking down updates. CapitalPath Pro features a drag-and-drop approval board, smart notifications, and full audit trails to simplify every stage.
✅ Customize your department’s approval chain
✅ Move projects visually with drag-and-drop
✅ See who approved what, when, and why
✅ Automated email summaries and alerts
🔷 Deep Office 365 & Dynamics Integration
No More Spreadsheet Chaos—One Platform, One Login
Built natively on Microsoft Dynamics 365 and Power Platform, CapitalPath Pro eliminates scattered Excel files, versioning confusion, and disconnected approval documents. Your staff uses their existing Microsoft credentials to sign in, collaborate, and stay productive inside a familiar interface.
✅ Single sign-on with Microsoft 365
✅ Excel-like editing with secure data
✅ Document collaboration and commenting
✅ Reduced data collection requests from departments