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.
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.
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.
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
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.
Planyard’s construction OCR and invoice capture software streamline 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.
“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.