Ditch the spreadsheets and boost your efficiency with Planyard’s Construction Billing Software. Experience streamlined workflows, enhanced accuracy, and complete financial control—all in one powerful tool.
Managing billing in the construction industry is complex and often involves countless spreadsheets. Planyard’s Construction Billing Software eliminates spreadsheets, automates workflows, and maximises efficiency.
Planyard offers features for managing principal contracts, subcontracts and purchase orders, with workflows for progress claims, retention, invoice management and variations.
Planyard’s construction billing software empowers you to seamlessly create and issue orders to vendors, automatically updating committed costs in your project budget. Say goodbye to manual updates and hello to real-time financial accuracy. With built-in tools for managing variations and prepayments, Planyard enhances your control over project finances.
Plus, Planyard tracks all payments made against each purchase order, preventing overbilling and ensuring your budgets stay on track and your projects run smoothly.
No credit card required. No sales or IT support needed.
Planyard’s construction payment management software simplifies subcontractor progress claims by letting you send requests directly through the platform. Subcontractors fill in their claims via a web link—no extra accounts or software needed.
The intuitive form prevents overbilling by automatically checking entries against the subcontract, making approvals easy. This automation ensures accuracy, simplifies financial oversight, and boosts efficiency.
Principal progress claims are easy to create, allowing project owners to quickly generate accurate billing statements. Reports can be downloaded in XLSX or PDF formats for easy distribution. The system tracks previous valuations to prevent errors, ensuring that every charge is justified.
Planyard’s construction principal billing software enhances transparency and accuracy, reducing billing disputes and boosting client trust for smoother project management.
No credit card required. No sales or IT support needed.
Planyard provides multiple methods for collecting cost documents. Collect invoices automatically from the accounts payable inbox, or utilise the email add-on for swift upload of relevant invoices.
OCR scanning and reference numbers are utilised to minimise manual data entry, automatically organising invoices by project, supplier, and budget items while capturing essential details such as invoice dates and amounts.
Moreover, Planyard integrates with accounting software like QuickBooks and Xero, ensuring that all approved financial documents are automatically transferred to accounting, thus enhancing financial workflow efficiency and reporting.
When using Planyard’s billing workflows, every billing-related action—whether it’s issuing progress claims or approving invoices—automatically updates your project budget in real-time.
This ensures that your financials are always accurate and up-to-date, eliminating the need for manual updates and giving you complete visibility into your project’s financial status.
No credit card required. No sales or IT support needed.
Planyard offers streamlined workflows for subcontractor, vendor and principal billing management that significantly reduce the time spent on manual tasks.
The software enhances financial accuracy by minimising the risk of manual errors and facilitates seamless information flow through smart integrations with internal and external stakeholders.
Embrace Planyard to ensure smooth and efficient project management.
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."
Read more"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."
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"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."
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"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."
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We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Planyard automates the billing process by linking invoices to budgets, contracts, and purchase orders, ensuring accurate financial tracking and reducing manual effort.
Yes, Planyard provides a centralised platform to manage billing across all projects, offering real-time insights into financial commitments and outstanding payments.
Planyard eliminates spreadsheet errors, reduces administrative workload, and integrates seamlessly with accounting tools like Xero and QuickBooks for streamlined financial management.
No credit card required. No sales or IT support needed.