Managing billing in the construction industry is complex and often involves countless spreadsheets. Planyard’s Construction Billing Software eliminates spreadsheets, automates workflows, and maximises efficiency.
Planyard offers features for managing client contracts, subcontracts and purchase orders, with workflows for valuations, retention, invoice management and variations.
Planyard’s construction billing software empowers you to seamlessly create and issue orders to vendors, automatically updating committed costs in your project budget. Say goodbye to manual updates and hello to real-time financial accuracy. With built-in tools for managing variations and prepayments, Planyard enhances your control over project finances.
Plus, Planyard tracks all payments made against each purchase order, preventing overbilling and ensuring your budgets stay on track and your projects run smoothly.
No credit card required. No sales or IT support needed.
Planyard’s construction payment management software simplifies subcontractor valuations by letting you send requests directly through the platform. Subcontractors fill in their applications via a web link—no extra accounts or software needed.
The intuitive form prevents overbilling by automatically checking entries against the subcontract, making approvals easy. This automation ensures accuracy, simplifies financial oversight, and boosts efficiency.
Client valuations are easy to create, allowing clients to quickly generate accurate billing statements. Reports can be downloaded in XLSX or PDF formats for easy distribution. The system tracks previous valuations to prevent errors, ensuring that every charge is justified.
Planyard’s construction client billing software enhances transparency and accuracy, reducing billing disputes and boosting client trust for smoother project management.
No credit card required. No sales or IT support needed.
Planyard provides multiple methods for collecting cost documents. Collect invoices automatically from the purchase ledger inbox, or utilise the email add-on for swift upload of relevant invoices.
OCR scanning and reference numbers are utilised to minimise manual data entry, automatically organising invoices by project, supplier, and budget items while capturing essential details such as invoice dates and amounts.
Moreover, Planyard integrates with accounting software like QuickBooks and Xero, ensuring that all approved financial documents are automatically transferred to accounting, thus enhancing financial workflow efficiency and reporting.
When using Planyard’s billing workflows, every billing-related action—whether it’s issuing valuations or approving invoices—automatically updates your project budget in real-time.
This ensures that your financials are always accurate and up-to-date, eliminating the need for manual updates and giving you complete visibility into your project’s financial status.
No credit card required. No sales or IT support needed.
Planyard offers streamlined workflows for subcontractor, vendor and client billing management that significantly reduce the time spent on manual tasks.
The software enhances financial accuracy by minimising the risk of manual errors and facilitates seamless information flow through smart integrations with internal and external stakeholders.
Embrace Planyard to ensure smooth and efficient project management.
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"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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"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
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"I’m confident that we can manage multiple projects effectively. We’re currently running three fairly large ones, and the system makes it very clear and easy to manage all of them at once."
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"I chose Planyard because it stood out as the most straightforward and intuitive option on the market. I really wanted a tool that would simplify our existing processes and make everything more efficient, rather than switching to a system that was far too complicated for us to use on a daily basis."
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"Planyard has completely replaced my CVR process. Cost Value Reconciliation is essentially about tracking your budget against your actual spend to see exactly what remains, and that functionality is the absolute essence of the central core of Planyard."
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"For me Planyard is essentially the go to software for SMBs. There are other software packages out there that are a large investment upfront with a significant monthly cost. These are all potential solutions once you get to a very large business but they are not a solution for SMBs."
"Timewise, on a single project, I'd probably save 6 to 8 hours—essentially a full day every month. When it comes to processing monthly payments, it saves me a solid day, perhaps even a day and a half, just in sorting through the invoices. Saving a day and a half of my time means the system pays for itself time and time again."
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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 automates the billing process by linking invoices to budgets, contracts, and purchase orders, ensuring accurate financial tracking and reducing manual effort.
Yes, Planyard provides a centralised platform to manage billing across all projects, offering real-time insights into financial commitments and outstanding payments.
Planyard eliminates spreadsheet errors, reduces administrative workload, and integrates seamlessly with accounting tools like Xero and QuickBooks for streamlined financial management.
No credit card required. No sales or IT support needed.
