Say goodbye to the tedious spreadsheet work—manually booking costs, matching invoices with POs, storing documents, and forwarding them for payment.
Planyard’s construction invoice management software streamlines everything, from invoice collection to budget updates, ensuring your financial operations are efficient and accurate.
Planyard simplifies construction invoice management by automatically connecting to your accounts payable inbox, ensuring all invoices are seamlessly uploaded.
Additionally, our inbox add-in lets you upload invoices directly from your email with a single click, keeping everything organized and easy to manage from the start.
Planyard’s construction invoice management software uses OCR technology to scan invoices and instantly extract key details like invoice numbers and due dates. References are then used to automatically match invoices with the correct purchase orders and subcontracts.
This ensures that each invoice is allocated to the right project, connected with the appropriate supplier, and aligned with the correct budget line items. This automation eliminates manual work and reduces errors.
With Planyard’s construction invoice management software, you can set up customized approval workflows as needed. Invoices can be routed to the right team members for review and approval, helping to reduce bottlenecks and speed up the payment process.
By automating these workflows, you eliminate unnecessary delays and ensure that all invoices are processed efficiently.
Planyard’s construction invoice management software integrates smoothly with popular accounting systems like QuickBooks and Xero. Once invoices are approved, the full cost, accompanied by vital information—such as the correct accounting accounts—is automatically sent to your accounting software.
This ensures your financial data is accurate, up-to-date, and ready for further processing without the need for manual data entry.
Once a cost has been fully processed and approved, Planyard automatically updates your budgets, ensuring they reflect the latest project expenses. All costs are stored within the platform, well-organized and easily accessible, eliminating the need for manual updates.
This real-time accuracy not only keeps your financial planning on track but also provides clear visibility into project cash flow, allowing you to make informed decisions with confidence.
“I would say that Planyard is a great way to easily and conveniently track your job costs in one place. It keeps track of all of the documents and the numbers in one place. If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you.”
“Planyard is a live overview of your project. How they are performing financially and it is basically a CVR that is live all the time. I have saved a lot of time! It’s so much easier now that I am less reliant on Excel. When we’ve been awarded a project and we’ve uploaded the project on Planyard, I don’t need to look at spreadsheets anymore.”
No credit card required. No sales or IT support needed.