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Easily collect invoices and receipts
- Microsoft Outlook and Google Chrome (for Gmail) extensions help you organize invoices when browsing email.
- Android and iOS apps for organizing invoices on the go.
- Collect progress reports and invoices from your subcontractors automatically.
- Integrate with accounting software (such as Xero) through native integrations.
- Send pre-approved cost documents automatically to accounting via email.
Let stakeholders upload expenses to Planyard
Anyone can submit invoices where and when they happen – through mobile apps or next to email inbox or via Planyard.
Keep all your documents organized in one place. Approve them with confidence by comparing expenses and budget in the same view.
Planyard in 2 minutes
Benefits
Know whether a project makes a profit or not before it finishes
Save 3-5 days per month per project manager
Standardize the processes and ensure compliance
Detect estimating and design errors
Get rid of manual calculations and copy-paste
Don’t let things fall through the cracks
Built for project managers.
You don’t have to spend weeks learning it. It works the way project managers actually work.
- Estimate, track and forecast your budget.
- Collect bids, progress reports, change orders and invoices from subcontractors.
- Keep everything interlinked.
- Follow your project profitability in real time.
- Keep accounting automatically in sync.
Works for the management.
Standardize your cost management processes and ensure compliance across the company.
- Get a real-time overview of your entire project portfolio.
- Keep all the data in one tightly integrated system.
- Forecast profitability and cash flow.
Planyard integrates with your existing tools
Work from anywhere with our mobile apps
First class support during and after implementation
Dedicated account manager
Email and chat support
Support center with how-to artiles and videos
Functions
Bid collection
Easily prepare and send bid requests to subcontractors. Quickly evaluate RFQs next to each other, request bids adjustment via multi-round bidding, and convert the winning bid to a contract with one click.
Budget management
Full overview of all the transactions related to your budget. Drill down to job phase or line-item level to see whether you are on track to profitability.
Contract and change order management
Link contracts with the budget, pay applications and invoices. Manage change orders as part of contracts.
Progress reporting
Collect progress reports from subcontractors. Avoid errors through automatic interlinking of progress with previously done work and the budget. Approve them with one click.
Invoices management
Stay on top of your project invoices without creating folders, printing papers or sending back and forth emails.
Subcontractor billing
Let subcontractors invoice you after you’ve approved their progress reports. Connect invoices automatically to the right job and project.
Approval workflows
Send subcontractor progress reports for a round of additional approvals within your team.
Forecasting
Stay on top of your project costs and profitability forecasts in real time at every stage of the project.
Cash flow control
Track your projects’ month-over-month cash flow and take immediate action when you see that the monthly approved expenses are about to exceed the income for a given project.
Our customers about us
“We save four working days each month per project manager. The biggest efficiency booster came from getting rid of duplicate data entry.”
Marek Korbelainen
Head of Construction, Kaamos Group
“We wanted to know before a project finished whether we were going to make a profit or not. Planyard has allowed us to do that. We can see exactly which jobs are profitable and which ones are not, so that we can make changes on the go.”
Tomy Saaron
Member Of The Board, Hausers
“Planyard is a real game-changer. It lets me have full control over project financials without spending valuable time on data entry.”
Marko Enula
Project Manager, Hitachi ABB Power Grids
A selection of projects built using Planyard
Your data is safe with us
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 company 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.
Just upload the budget of your starting project and stay organised
* Free 1-2 hours training session
* Dedicated account manager
* Upload your budget and get organized
* Free tutorial videos
* No lengthy training or implementation required
1.1€+ bln
Managed through Planyard
1000+
Users
100+
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