Construction OCR, Invoice Capture and Scanning Software

Tired of the endless manual tracking of construction invoices, matching them with orders, and updating budgets? Planyard’s OCR and invoice capture software automates your entire process, reducing errors and saving you valuable time.

Try It Free Schedule A Demo

Planyard construction budgeting software showing the budget overview screen with real-time updates on project costs, purchase orders, and invoices.

Effortless Invoice Collection and Capture

Automatically collect and capture construction invoices from your purchase ledger 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.

Accurate Data Extraction with OCR

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.

Upload your project budget and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

Start a 14-day trial Request a demo

Automated Invoice Matching with Reference Numbers

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

Streamlined Approval and Integration with Accounting Systems

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.

Upload your project budget and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

Start a 14-day trial Request a demo

Automated Budget Updates After Cost Approval

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.

Customers testimonials

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."

Sharon Brown Financial Controller · Empower Renewables · Dublin, Ireland

"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."

Claire Hill Quantity Surveyor · Brown & Bancroft Interiors · Bolton, United Kingdom

"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."

Lee Covington Owner · E&N Group Ltd · London, United Kingdom

"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."

Graham Eastwood Office Manager · Karringtons Ltd · Kent, United Kingdom

"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."

Grant Collins Quantity Surveyor · Skyler Contracting · Kent, United Kingdom

"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."

Ian Holford Managing Director · Higgihaus Developments · Bristol, United Kingdom

"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."

Paul Howarth Experienced FD/Consultant · Live Management Accounts

"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."

Paul Treweek Quantity Surveyor & Estimator · DPTQS Ltd · Cornwall, United Kingdom

Trusted by construction companies globally