Reduce manual work and errors Receive project manager approved invoices together with context in accounting. Schedule a demo Try for free

Features for accounting and finance

Approved invoices are sent to accounting

When a project manager approves an invoice or a receipt in Planyard, the system automatically sends the approved costs along with the original invoice or receipt over to accounting. These costs are ready for payment.

There is no need to enter the line-items and allocated costs into your accounting software. The budget along with the allocated line item details are managed in Planyard.

The accounting can use the coding that they need for tax reporting.

Get the full details

When a project manager pre-approves an invoice, it is sent to accounting software automatically.

Apart from that, you’ll also receive an email that contains both the original invoice and a detailed overview of line-items - how much needs to be paid and how much is still free in the budget.

If the project manager has made an error when entering the details, you can request for a correction to make sure that the accounting is aligned with the budget management.

All invoices and details are stored and accessible

Planyard stores all the invoice files along with approval details, contracts, change orders, progress reports and other related information.

There is no need for creating digital folders or, worse, printing things out on paper to store them in physical folders.

All the financial information is easy to access through logs and powerful search.

In the rare case that your accounting software and Planyard show different numbers, you can compare numbers by subcontractor or by invoice.

Planyard integrates with your existing tools

First class support during and after implementation

Dedicated
account manager

Email support
and support chat
inside the app

Support center
with how-to articles
and videos

Happy customers from all over the world

Hausers
Kaamos Group logo
ABB
Morgan and Morgan logo on Planyard website
Gaage development logo on Planyard construction software website
Artisan Building & Development logo on Planyard website
kaamos-marianne

“We have reduced the time it takes to process purchase orders several times over. Today, a few seconds for a quick visual check is all that’s needed by the accountant to approve a purchase order.

“We have gotten rid of copy-paste completely.”

Marianne Rand
Chief Accountant at Kaamos Group

Your data is safe with us

Google Cloud

Kept in Google Cloud

Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google's European servers.

Regular Backups

We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.

2-Factor Authentication

Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.

Access Rights Control

Access can be limited on a user and project level. Not everyone needs to see everything.

Export

You can always take your data with you. Whether this is for additional analysis or moving to a new tool.

Get started

Sign up for a 30-day free trial

Explore the software on your own with the help of tutorial videos, support chat, and articles. No credit card required.

Schedule a free demo

We will take you through the software step by step and answer all your questions during a free 60-minute video call.

Call us

US: 415-852-3857

East coast: 1pm-4pm
West coast: 9am-1pm

EU: +372-5551-7245

Tallinn: 9am-5pm
London: 10am-6pm

AU: (08) 6102 5675

Sydney: 4pm-6pm
Perth: 2pm-6pm

Frequently asked questions

Can I use Planyard when my project already started?

Yes. We will help you bring over all ongoing projects within a week.

Usually, we can import your already occurred costs from your accounting software and upload your existing project budget as-is.

Contact us for more information.

Can we track our entire portfolio in Planyard?

Yes.

We can onboard all starting and ongoing projects, save project managers time on reporting and follow your project budgets and forecasts in real-time. It usually takes less than a week to onboard your entire portfolio.

Please contact us for more information.

How long does it take to learn how to use Planyard?

In our experience, most project managers get from zero to active usage already during the demo (in one hour).

How can I get subcontractors to use Planyard?

There are two ways for subcontractors to submit pay applications:

  1. You can initiate it in Planyard and send them an email with a template;
  2. You can activate a portal for subcontractors (it's free for everyone) where subcontractors can request pay application on their own.

It doesn't matter which solution you prefer - the portal is still available in multiple languages and it saves time and reduces errors for subcontractors as well.

In our experience subcontractors don't require extra training to use it - it's very straight forward to understand.

Can you integrate with our custom-built software?

Yes. We also develop integrations with in-house solutions.

Please reach out to us for details.

Can I use Planyard in my language?

Yes. If the language doesn't already exist, we are able to translate the app within a week.