Follow your projects month-over-month on one dashboard
Track approved income and expenses in a single construction cash flow forecasting software platform.
Thanks to Planyard you are able to detect in advance when your expenses go over your incomes in a specific month. See exactly when the need for additional credit increases.
Free 14-day full-featured trial. Full access. No credit card required.
Track your project’s month-over-month cash flow
While project managers approve sales and purchase invoices, Planyard automatically helps you track the month-over-month and overall cash flow.
The project’s dashboard helps you immediately check if the project’s income exceeds the budget. Track month-over-month cash flow on a single historic graph.
Immediately notice if the monthly approved expenses exceed the income for any given project in the portfolio and take action.
One software to track portfolio cash flow forecasts
Don’t wait for weeks. Have one dashboard to follow the gross portfolio approved sales invoices and purchase invoices.
When the month ends you’ll have a clear overview of how much needs to be paid and can plan your cash flow accordingly.
Try this simple construction cash flow forecasting software now. Free for 14 days. No credit card needed.
Planyard in 2 minutes
Know whether a project makes a profit or not before it finishes
Save 3-5 days per month per quantity surveyor
Standardise the processes and ensure compliance
Detect estimating and design errors
Get rid of manual calculations and copy-paste
Don’t let things fall through the cracks
Built for quantity surveyors.
You don’t have to spend weeks learning it. It works the way quantity surveyors actually work.
- Estimate, track and forecast your budget.
- Collect bids, monthly valuations, change orders and invoices from subcontractors.
- Keep everything interlinked.
- Follow your project profitability in real time.
- Keep accounting automatically in sync.
Works for the management.
Standardise your cost management processes and ensure compliance across the company.
- Get a real-time overview of your entire project portfolio.
- Keep all the data in one tightly integrated system.
- Forecast profitability and cash flow.
Planyard integrates with your existing tools
Work from anywhere with our mobile apps
First class support during and after implementation
Dedicated account manager
Email and chat support
Support center with how-to artiles and videos
Easily prepare and send bid requests to subcontractors. Quickly evaluate RFQs next to each other, request bids adjustment via multi-round bidding, and convert the winning bid to a contract with one click.
Full overview of all the transactions related to your budget. Drill down to job phase or line-item level to see whether you are on track to profitability.
Subcontract and change order management
Link contracts with the budget, monthly valuations and invoices. Manage change orders as part of contracts.
Collect monthly valuations from subcontractors. Avoid errors through automatic interlinking of progress with previously done work and the budget. Approve them with one click.
Stay on top of your project invoices without creating folders, printing papers or sending back and forth emails.
Let subcontractors invoice you after you’ve approved their valuations. Connect invoices automatically to the right job and project.
Send subcontractor valuations for a round of additional approvals within your team.
Stay on top of your project costs and profitability forecasts in real time at every stage of the project.
Cash flow control
Track your projects’ month-over-month cash flow and take immediate action when you see that the monthly approved expenses are about to exceed the income for a given project.
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.”
ACMA & CGMA, Director, Live Management Accounts Ltd
“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
A selection of projects built using Planyard
Your data is safe with us
Kept in Google Cloud
Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google’s European servers.
We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.
Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.
Access rights control
Access can be limited on a company and project level. Not everyone needs to see everything.
You can always take your data with you. Whether this is for additional analysis or moving to a new tool.
Just upload the budget of your starting project and stay organised
* Free 1-2 hours training session
* Dedicated account manager
* Upload your budget and get organized
* Free tutorial videos
* No lengthy training or implementation required
Managed through Planyard
Support articles and videos