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 purchase ledger 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 organised 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.
No credit card required. No sales or IT support needed.
With Planyard’s construction invoice management software, you can set up customised 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.
No credit card required. No sales or IT support needed.
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-organised 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.
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 collection, processing, and approval of invoices, linking them directly to purchase orders and budgets to ensure real-time financial accuracy.
Yes, Planyard integrates with popular accounting tools like QuickBooks and Xero, ensuring seamless data transfer and eliminating duplicate data entry.
Once invoices are processed and approved, Planyard updates project budgets automatically, providing a real-time view of expenses and maintaining financial control.
By centralising invoice workflows and automating repetitive tasks, Planyard reduces errors, saves time, and provides a clear overview of financial commitments across projects.
No credit card required. No sales or IT support needed.
