Say goodbye to the tedious spreadsheet work—manually booking costs, matching invoices with POs, storing documents, and forwarding them for payment.
Planyard’s construction invoice management software streamlines everything, from invoice collection to budget updates, ensuring your financial operations are efficient and accurate.
Planyard simplifies construction invoice management by automatically connecting to your accounts payable inbox, ensuring all invoices are seamlessly uploaded.
Additionally, our inbox add-in lets you upload invoices directly from your email with a single click, keeping everything organized and easy to manage from the start.
Planyard’s construction invoice management software uses OCR technology to scan invoices and instantly extract key details like invoice numbers and due dates. References are then used to automatically match invoices with the correct purchase orders and subcontracts.
This ensures that each invoice is allocated to the right project, connected with the appropriate supplier, and aligned with the correct budget line items. This automation eliminates manual work and reduces errors.
With Planyard’s construction invoice management software, you can set up customized approval workflows as needed. Invoices can be routed to the right team members for review and approval, helping to reduce bottlenecks and speed up the payment process.
By automating these workflows, you eliminate unnecessary delays and ensure that all invoices are processed efficiently.
Planyard’s construction invoice management software integrates smoothly with popular accounting systems like QuickBooks and Xero. Once invoices are approved, the full cost, accompanied by vital information—such as the correct accounting accounts—is automatically sent to your accounting software.
This ensures your financial data is accurate, up-to-date, and ready for further processing without the need for manual data entry.
Once a cost has been fully processed and approved, Planyard automatically updates your budgets, ensuring they reflect the latest project expenses. All costs are stored within the platform, well-organized and easily accessible, eliminating the need for manual updates.
This real-time accuracy not only keeps your financial planning on track but also provides clear visibility into project cash flow, allowing you to make informed decisions with confidence.
"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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"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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No credit card required. No sales or IT support needed.