Automatically collect and capture construction invoices from your AP email, or utilise Planyard’s email add-on to upload invoices directly to the right project with a single click. This eliminates the hassle of manual sorting, reduces the risk of misplaced documents, and integrates seamlessly with our OCR and scanning features.
Start every project with confidence, knowing that your invoice management is streamlined, organised, and hassle-free.
Planyard uses OCR technology to scan each invoice which instantly extracts key details like invoice numbers, due dates, and issue dates. Any duplicate files are highlighted, helping you avoid duplicate cost entries and ensuring accuracy.
By automating data extraction, you reduce manual entry errors, speed up processing times, and ensure that every detail is captured with precision. Any duplicate files are highlighted, helping you avoid duplicate cost entries and ensuring accuracy.
No credit card required. No sales or IT support needed.
Planyard automatically matches invoices with the correct purchase orders or subcontracts using reference numbers.
This automation eliminates manual cross-checking, reduces errors, and ensures that every invoice is accurately linked to its corresponding project, keeping your finances in perfect order
Speed up your approval process with Planyard’s automated workflows. Invoices are quickly routed to the right team members for verification and approval, reducing bottlenecks and ensuring timely payments.
Once approved, invoices can be automatically forwarded to your accounting systems like QuickBooks and Xero, keeping your financial records up to date with minimal effort.
No credit card required. No sales or IT support needed.
Planyard’s construction OCR and invoice capture software streamline your budgeting process. Once costs are captured, approved, and allocated, your budgets are automatically updated—no more manual spreadsheet entries.
This ensures your financial planning remains accurate and up-to-date without the tedious work.
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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"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 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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"While discussing Planyard benefits he says that 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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"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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No credit card required. No sales or IT support needed.
