Construction OCR, Invoice Capture and Scanning Software
Tired of the endless manual tracking of construction invoices, matching them with orders, and updating budgets? Planyard’s OCR and invoice capture software automates your entire process, reducing errors and saving you valuable time.
Free 14-day full-featured trial. Full access. No credit card required.
Effortless Invoice Collection and Capture
Automatically collect and capture construction invoices from your AP email, or utilize Planyard’s email add-on to upload invoices directly to the right project with a single click. This eliminates the hassle of manual sorting, reduces the risk of misplaced documents, and integrates seamlessly with our OCR and scanning features.
Start every project with confidence, knowing that your invoice management is streamlined, organized, and hassle-free.
Accurate Data Extraction with OCR
Planyard uses OCR technology to scan each invoice which instantly extracts key details like invoice numbers, due dates, and issue dates. Any duplicate files are highlighted, helping you avoid duplicate cost entries and ensuring accuracy.
By automating data extraction, you reduce manual entry errors, speed up processing times, and ensure that every detail is captured with precision. Any duplicate files are highlighted, helping you avoid duplicate cost entries and ensuring accuracy.
Automated Invoice Matching with Reference Numbers
Planyard automatically matches invoices with the correct purchase orders or subcontracts using reference numbers.
This automation eliminates manual cross-checking, reduces errors, and ensures that every invoice is accurately linked to its corresponding project, keeping your finances in perfect order
Streamlined Approval and Integration with Accounting Systems
Speed up your approval process with Planyard’s automated workflows. Invoices are quickly routed to the right team members for verification and approval, reducing bottlenecks and ensuring timely payments.
Once approved, invoices can be automatically forwarded to your accounting systems like QuickBooks and Xero, keeping your financial records up to date with minimal effort.
Automated Budget Updates After Cost Approval
Planyard’s construction OCR and invoice capture software streamlines your budgeting process. Once costs are captured, approved, and allocated, your budgets are automatically updated—no more manual spreadsheet entries.
This ensures your financial planning remains accurate and up-to-date without the tedious work.
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
Bristol, UK
“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
Manchester, UK
“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.”
Jordan Cohen
Partner, TITN Development
Florida, 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
Tallinn, Estonia
“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
Tallinn, Estonia
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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