Manage financial risks proactively
Prevent errors before they happen using this construction financial risk management software. Follow your forecasts in real-time.
Free 14-day full-featured trial. Full access. No credit card required.
Prevent errors at every step of the process
Prevent simple mistakes (during progress reporting and invoice approval) from threatening your project outcome.
Planyard detects automatically whether an uploaded invoice is a duplicate or not.
Your invoices are always linked to the budget, progress report, or contract. It will show you color-coded warnings whenever line items exceed the budget or contract.
No last minute surprises
You get an overview of where each category and subcategory stands in the budget view. If a line item exceeds the budget, a warning is displayed.
You can take immediate action. You and other stakeholders can see a change in profitability forecast in real-time. This is done by keeping your budget forecast up to date.
Quick backtracking through logs and search
All actions are logged and can be searched. This means that if some numbers are not making sense, you can just see what they consist of.
In the rare case that your accounting software and Planyard show different numbers, you can compare numbers by a subcontractor or by invoice.
Try this construction risk management software now. Free to try for 14 days.
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.”
Manager, Higgihaus Developments
“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.”
“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.”
Partner, TITN Development
“We save four working days each month per project manager. The biggest efficiency booster came from getting rid of duplicate data entry.”
Head of Construction, Kaamos Group
“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.”
Member Of The Board, Hausers
Still using Excel for budget management?
There’s a better way.
Spreadsheets are not the best way for managing job costs
- It’s too easy to make mistakes;
- You can’t see behind the numbers;
- It’s hard to standardize and ensure compliance;
- There’s no real-time overview of profitability forecasts;
- It means duplicate work for PMs and accountants.
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.