Simplify and automate invoice collection
Collect invoices when and where they happen. Approve when you have time. Automatically sync them with your accounting software.
Free 14-day full-featured trial. Full access. No credit card required.
Organize invoices when and where they happen
Submit invoices to the right project when and where you receive them.
- Every project has a unique email address for collecting subcontractors and vendor invoices.
- Our Microsoft Outlook Add-In helps you organize invoices while browsing email.
- Use mobile apps to scan and upload paper receipts and invoices.
- Our Google Chrome Extension for Gmail enables organizing invoices without leaving your browser screen.
Approve invoices and progress reports with confidence
Assign progress reports and invoices to be reviewed by relevant stakeholders right after they get sent to Planyard by subcontractors.
When a review process is started, an email with links to Planyard are sent out to participants. They will then see all the documents that need approval together with the details.
All documents can be commented on – these notes get stored next to the files simplifying the whole approval process.
No more back and forth emails and nothing gets lost in communication.
Keep the project team working in one place
Let your company’s accountant, secretary, site engineer, and other stakeholders upload invoices into Planyard. Not a single invoice will get lost in email.
- One click to send invoices for review to stakeholders whenever there is a need to check if it corresponds to a purchasing order.
- Store all relevant comments and notes in one place and keep valuable information accessible.
- All approved invoice files are safely stored.
- Use our powerful search to find your invoices and expenses documents.
Streamline consolidated invoices management
Consolidated invoices let you split an invoice between different projects.
- Collect consolidated invoices when and where you receive them.
- Send them to your team members for extra approval.
- Simple color-coded notifications help make sure that project managers approve the consolidated invoices on time.
- Pay your vendors on time and be sure that no invoice gets forgotten in someone’s inbox or desk.
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
“I wanted to escape the spreadsheets, escape the manual data entry, and look for ways to stay on top of the budget numbers. It’s challenging within a development company to keep on top of your numbers.
So I came across Planyard in a search to improve the budget management processes and, to make my own life easier.
Planyard does that, and it takes your project budget and puts it very clearly on screen for you so you have a live real-time picture of where your project budget is at any given point.”
Ian Holford
Manager, Higgihaus Developments
“I have been working on cloud accounting tools like Xero and Quickbooks which are excellent, but they don’t have a specific construction-based costing tool.
Construction companies rely on expensive quantity surveyors and project managers to do a lot of data input on packages such as Excel which takes them away from focusing on value-added activities and driving the profit growth.
When I came across Planyard, I was relieved that there was finally a solution to this problem. Quotes, subcontract orders, purchase orders, invoices, progress bills, etc are put on the system and it’s linked directly to the budget, CVRs, subcontractors, and the suppliers. This is making people’s lives a lot easier. Data is at hand, it’s automated and it gets everyone away from the out-dated requirement to fill out spreadsheets.”
Paul Howarth
ACMA, CGMA, Director, Live Management Accounts Ltd
“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
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Users
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