Still using Procore project financials for budget management?
There can be an easier way.

Procore financials might not be the best tool for SMEs according to Procore user reviews
  • The pricing is inflexible and can be difficult for companies with high revenues and low margins;
  • Onboarding and implementation can be complicated and a long process;
  • Need for user accounts and training for suppliers may push them away from using the tools;
  • Accounting integrations are provided by third parties and might not fulfill all needs;
Planyard saves time and nerves

Follow your budget in real time and take immediate action when errors occur. Job costs are organized, and fully searchable and accessible for forecasting, project management and more. The implementation is usually done in a single training session that takes just a few hours.

What is Procore?

Procore is a US construction project management software with many different modules.

The software covers preconstruction, project management, resources management, and financial management.

A Bit More Context

Procore has been building out its software since 2003. This makes it a double-edged sword.

On the one hand, it’s very comprehensive. It covers a lot of different functions through different models. Which means you can unify processes more.

On the other hand, companies tend to move upmarket as they mature. Their solutions get way more complex and the pricing goes higher and higher. Procore is like Salesforce in that sense – it’s used by the biggest companies in the world but they are all paying through their nose.

Because Procore is a software in development for almost 20 years, it means it probably contains a lot of legacy technology. Things that were built 10 years ago look outdated now in software.

Was ist Planyard?

Planyard ist eine Cloud-basierte Budget- und Subunternehmer-Management-Software für Hauptunternehmer.

Sie können Budgets ohne Excel und hin- und hergehende E-Mails verwalten – Ihre Subunternehmer erledigen die Arbeit für Sie.

Procore project financials vs Planyard construction financials software functionality

Different review sites bring out that the onboarding process for Procore is complicated and costly. If you want to use the financials module in Procore, you would have to sign up for multiple different module packages, where there will probably be a lot of functionality that you might not necessarily need.

Since Procore financials is mainly an enterprise solution, it needs a lot of training and configuration to set everything up. In the case that you are a smaller company with a small or no IT team, the setup might not be very straightforward and can be time-consuming. If you want to test with a pilot project to see whether your processes match the software. Then it might not be so easy to do so due to the fixed processes on setting up your account.

If you want to try and digitalize your processes by one small step at a time, then the processes if Procore might not be most suitable for you. It can be a lower effort to test an easier setup platform like Planyard to see if this is something that could even be suitable for your company and employees.

The good thing is that Procore has a vast marketplace where there are a lot of different tools that can be integrated with if you need a specific part of your process fixed or automated.

Feature/ProviderPlanyard
Project and company level permissions
Company-wide and project-wide admin configurations

Company-wide and project-wide admin configurations

Project-level fine-tunable permissions to send out RFQs, create subcontracts and prepare documents to confirm
Tenders and bid comparison
You can send bid requests to contacts and companies in your directory

You can send bid requests to any email address and it will be added to your contacts.
You can also add any contact from your contact database.
Subcontracts
Create contracts from subcontractor bids and manually

No unit price information is available

Create contracts from subcontractor bids and manually

Unit price info available
Subcontractor progress reports/claims
Subcontract invoices are creatable by both subcontractors and project managers

Progress report process not available outside invoicing

Progress report feedback process doesn’t exist outside invoicing

Creatable by both subcontractors and project managers

Progress report process available

Progress report feedback process is simple and tracked
Subcontractor change orders
Change orders creatable by PMs and subcontractors

Change orders creatable by PMs and subcontractors
Change orders editable by PMs
Purchase orders
Purchase orders can be created for suppliers in the project

Purchase orders can be created for suppliers in the whole company
Main contracts/Prime contracts
Main contracts can be created using existing or new budget items with custom structure

Main contracts can be created using existing or new budget items with custom structure
Main contract change orders
You can create change orders for the main contract

Markups fairly complex to set up

You can create change orders for the main contract

Markup setup is done implicitly in the jobs and needs no additional configuration
Invoice and cost management
Subcontract invoices are submitted directly against the subcontract without a progress report

Purchase order cost tracking is available

Subcontract invoices are submitted according to the progress report

Purchase order cost tracking is available
Invoice document uploading
There is no frictionless way to get documents into the system besides manual uploads by either party

Various simple ways to get the cost documents into the system:
* Project and company accounts payable e-mail addresses
* Outlook plugin
* Mobile apps
Accounting integrations
Different custom connectors on the marketplace

Simple setup with Xero, QuickBooks, Directo, and many others.
You can assign accounting accounts in Planyard to reduce work for the accountant
Accounts not required for suppliers and subcontractors
All users need to have accounts with correct permissions shared with them to access data

Subcontractors can submit bids, progress reports, and invoices via e-mail and without needing a username and password
Training not required for suppliers and subcontractors
All suppliers and subcontractors need to go through certification to be able to use the platform

Suppliers and subcontractors do not need to be certified and can start to use the tool without any certification
Pricing667 USD per month
(with an annual contract and max 5M in annual revenue)
Plans start at 20 EUR per project per month

Free 14-day full-featured trial. Full access. No credit card required.

Unsere Kunden sagen über uns

Bonava-Logo
Hitachi ABB
Kaamos Group Logo

Intra Interieur

„Ich wollte den Tabellenkalkulationen entkommen, der manuellen Dateneingabe entkommen und nach Wegen suchen, um die Budgetzahlen im Blick zu behalten. In einem Entwicklungsunternehmen ist es eine Herausforderung, den Überblick zu behalten.

Also bin ich auf Planyard gestoßen, um die Budgetverwaltungsprozesse zu verbessern und mein eigenes Leben zu erleichtern.

Planyard macht das, und es nimmt Ihr Projektbudget und zeigt es Ihnen sehr klar auf dem Bildschirm an, damit Sie ein Live-Echtzeitbild davon haben, wo Ihr Projektbudget zu einem bestimmten Zeitpunkt steht.“

Ian Holford

Manager, Higgihaus-Entwicklungen

Bristol, Großbritannien

„Ich habe an Cloud-Buchhaltungstools wie Xero und Quickbooks gearbeitet, die ausgezeichnet sind, aber kein spezielles konstruktionsbasiertes Kostenkalkulationstool haben.

Bauunternehmen verlassen sich auf teure Mengengutachter und Projektmanager, die viele Daten in Pakete wie Excel eingeben, was sie davon abhält, sich auf wertschöpfende Aktivitäten zu konzentrieren und das Gewinnwachstum voranzutreiben.

Als ich auf Planyard stieß, war ich erleichtert, dass es endlich eine Lösung für dieses Problem gab. Angebote, Unterauftragsaufträge, Bestellungen, Rechnungen, Abschlagsrechnungen usw. werden in das System eingegeben und direkt mit dem Budget, den CVRs, den Unterauftragnehmern und den Lieferanten verknüpft. Das macht das Leben der Menschen viel einfacher. Die Daten sind zur Hand, sie sind automatisiert und sie halten alle von der veralteten Anforderung des Ausfüllens von Tabellenkalkulationen ab.“

Paul Howarth

ACMA & CGMA , Direktor, Live Management Accounts Ltd

Manchester, Großbritannien

„Ich würde sagen, dass Planyard eine großartige Möglichkeit ist, Ihre Jobkosten einfach und bequem an einem Ort zu verfolgen. Es verfolgt alle Dokumente und die Nummern an einem Ort.

Wenn es ein Problem mit dem Budget gibt, sagt es Ihnen nur, was Sie beheben müssen, und es wird Ihnen gut gehen. Es denkt wirklich nur einen Schritt voraus für dich.“

Jordan Cohen

Partner, TITN-Entwicklung

Florida, USA

“Mit Planyard sparen wir jeden Monat vier Arbeitstage pro Projektleiter. Der größte Effizienzschub kam durch die Beseitigung doppelter Dateneingaben.“

Marek Korbelainen

Leiter Bau, Kaamos-Gruppe

Tallinn, Estland

“Wir wollten vor Abschluss eines Projekts wissen, ob wir einen Gewinn erzielen werden oder nicht. Planyard hat uns das ermöglicht. Jetzt können wir genau sehen, welche Arbeitsplätze rentabel sind und welche nicht, so dass wir unterwegs Änderungen vornehmen können.”

Tomy Saaron

Mitglied des Verwaltungsrats, Hausers

Tallinn, Estland

Planyard lässt sich in Ihre vorhandenen Tools integrieren

Outlook-Logo auf Planyard
Google Mail-Logo auf Planyard
Google Chrome
Plangrid
Xero-Logo auf Planyard
Integration der Directo-Buchhaltung
Herunterladen im App Store