Manage Financial Risks and Focus on Project Profitability

Prevent errors before they happen using this construction financial risk management software. Follow your forecasts in real time.

Planyard construction accounting software dashboard

Prevent errors at every step of the process.

Prevent simple mistakes (during progress reporting and invoice approval) from threatening your project outcome.

The Planyard automatically detects whether an uploaded invoice is a duplicate or not.

Your invoices are always linked to the budget, progress report, or contract. It will show color-coded warnings whenever line items exceed the budget or contract.

No Last-Minute Surprises

You get an overview of each category and subcategory’s position in the budget view. If a line item exceeds the budget, a warning is displayed.

You can take immediate action. By keeping your budget forecast current, you and other stakeholders can see a change in profitability forecast in real time.

Upload your project budget and track the financial progress in real-time

No credit card required. No sales or IT support needed.

All actions are logged and can be searched. This means that if some numbers do not make sense, you can see what they consist of.

In the rare case that your accounting software and Planyard show different numbers, you can compare the numbers by subcontractor or invoice.

Try this construction risk management software now. Free to try for 14 days.

Customers testimonials

See how Planyard helps businesses like yours succeed - read their stories in our blog.

"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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Jason Escobar, Project Manager
Jason Escobar Project Manager  ·  The Keane Group  ·  Queensland, Australia

"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."

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Sharon Brown, Financial Controller
Sharon Brown Financial Controller  ·  Empower Renewables  ·  Dublin, Ireland

"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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Claire Hill, Quantity Surveyor
Claire Hill Quantity Surveyor  ·  Brown & Bancroft Interiors  ·  Bolton, United Kingdom

"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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Jordan Cohen, Project Director & Partner
Jordan Cohen Project Director & Partner  ·  TITN Development  ·  Florida, United States

"There is nothing more important to management than a real-time overview of what's happening in the business, and that’s exactly what Planyard provides."

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Oliver Jakobson, Project Manager
Oliver Jakobson Project Manager  ·  Bonava  ·  Estonia

"As a construction manager, it was easy for me to transfer all eight ongoing projects to Planyard - all were moved to the system in two weeks."

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Marek Korbelainen, Construction Manager
Marek Korbelainen Construction Manager  ·  Kaamos Group  ·  Estonia

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