Relying on spreadsheets to manage project finances is slow, error-prone, and hard to scale. Planyard centralizes all your financial data, giving you real-time insights into your project portfolio. No more manual updates or waiting for reports—just accurate, instant information to keep your business on track.
Switching to new software can feel overwhelming when it requires lengthy setups and IT support. With Planyard, the process is simple and fast. Your team can start using the platform right away with minimal training.
No technical expertise is needed—Planyard’s intuitive interface allows everyone to get up and running quickly.
Relying on scattered spreadsheets often leads to version control issues, missed updates, and costly errors. Planyard replaces this chaos by centralizing financial management in one platform. Your team can manage budgets, contracts, and invoices in real time, ensuring everyone works from the same accurate data.
Standardized workflows streamline approvals and reporting, helping your team avoid missteps like overspending or duplicate entries. Whether on-site or in the office, Planyard keeps operations efficient and aligned.
Relying on outdated reports can leave you blindsided by unexpected costs. Planyard provides real-time financial transparency across your entire project portfolio and company-wide cash flow.
With live data at your fingertips, you can see exactly where your money is moving, spot potential issues early, and make informed decisions quickly. No more piecing together reports—Planyard ensures you’re always up to date and in control of your business’s financial health.
Planyard provides clear profitability insights for all your projects, helping you keep margins healthy. By tracking costs and forecasts, you can make adjustments early to maintain profitability.
Instead of reacting to issues after they arise, you’ll have the foresight to prevent budget overruns, ensuring each project contributes positively to your company’s financial success.
"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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We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Planyard offers instant access to updated project budgets, expenses, and cash flow. This transparency helps construction leaders make informed decisions and stay on track with profitability goals.
Planyard automates invoicing workflows and integrates seamlessly with accounting tools like QuickBooks and Xero. It matches invoices with purchase orders and subcontracts, reducing manual entry and errors.
Planyard provides real-time alerts for budget deviations, enabling early intervention. This proactive approach minimizes the impact of cost overruns and cash flow challenges.
Yes, Planyard allows you to monitor profitability at various levels – individual projects, cost headings, or entire portfolios. Automated updates ensure accurate forecasts and help identify areas requiring adjustment.
Planyard centralizes financial data and offers detailed permission settings, ensuring that team members have access to the right tools and data for their roles. This enhances coordination and reduces bottlenecks in workflows.
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