Planyard replaces manual CVR spreadsheets with a live system that connects your budget, orders, invoices, and committed costs in one place, so you can see where every project stands financially before month-end surprises hit.
Used by contractors that want tighter cost control, clearer visibility, and fewer spreadsheet-driven surprises.
Integrates with
A construction CVR, or cost value reconciliation, is how contractors compare budget, cost, value, and forecast outcome to understand whether a project is making money and where it is likely to finish.
In simple terms, it answers a question every contractor cares about: where do we stand financially on this job right now?
A proper CVR is not just a report of past cost. It is a decision-making tool for controlling profit during the job.
Spreadsheet CVRs usually break when the business grows, projects multiply, and too many people rely on manual updates to keep numbers current.
"When we used to do our month-end CVRs it could usually take 3-4 days to put them together. It now takes me 10-15 minutes to just quickly go through the jobs and check that I haven’t missed anything."
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Planyard replaces manual CVR reporting by connecting your budget, commitments, invoices, and approvals in one workflow, so your financial position updates as you work.
Instead of rebuilding the picture in Excel later, you keep it current during the job.
"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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The biggest shift is not just speed. It is moving from delayed, manual financial reporting to live project control with one source of truth.
| Before Planyard | With Planyard |
|---|---|
CVR is rebuilt manually in Excel. |
CVR updates through daily workflow. |
Costs are scattered across spreadsheets, inboxes, and accounting. |
Budgets, orders, and invoices are connected in one place. |
Visibility is mostly monthly. |
Visibility is live and current. |
Margin issues are found later. |
Margin issues are easier to spot earlier. |
Teams spend days compiling reports. |
Teams review the numbers in minutes, not days, in the right setup. |
"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 and can make changes on the go."
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Planyard follows the same commercial logic contractors already use, but removes the manual reconciliation work that usually sits around it. The system keeps budgets, commitments, and invoices linked so the financial view stays current as the job moves forward.
Set the budget - structure the budget by cost code, package, or phase so every line has a financial baseline.
Raise orders and commitments - record subcontracts and purchase orders against the budget before invoices arrive.
Process invoices and track profit - match incoming costs back to commitments and keep project profitability visible as you go.
"You can analyze costs at both a budget and subcontract level, making it easy to see exactly what has been ordered against your total commitments. That visibility filled a huge gap we had previously; Planyard completely solved that problem for us."
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A monthly CVR tells you what happened. A live CVR helps you change what happens next. That matters because committed costs, missed items, late invoices, and margin erosion do not wait for the month-end report.
"With Planyard, the financial data is live, meaning you have a real-time view of where the project stands at any moment. When I was relying on Excel, I could only manage that kind of insight once a month. The transition from monthly snapshots to a live dashboard has completely changed how we monitor our project health."
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Contractors managing multiple live projects who need tighter financial control without moving into a heavy enterprise system.
Teams who need trusted project numbers quickly, without spending days compiling month-end reports.
Growing businesses where spreadsheet CVRs are becoming slow, fragile, and hard to trust at scale.
Contractors already using Xero or QuickBooks for bookkeeping who need better commercial control sitting on top.
The team does not need to rebuild reports separately. The numbers update through daily workflow.
Budgets, orders, and invoices stay connected in one workflow from budget to final account.
You can see profit position in real time rather than waiting for month-end to find out where you stand.
Accounting stays in Xero or QuickBooks while Planyard handles live project cost control above it.
"Planyard takes your project budget and puts it very clearly on screen, allowing you to account for all your costs, invoices, and receipts as you process them before they even reach the accounting department. This gives you a live, real-time picture of exactly where your project budget stands at any given point."
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"When we used to do our month-end CVRs it could usually take 3-4 days to put them together. It now takes me 10-15 minutes to just quickly go through the jobs and check that I haven’t missed anything."
See committed costs, actual spend, and project profit in one place as you go.
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Construction CVR software helps contractors compare budget, cost, value, commitments, and forecast outcome so they can manage project profitability during the job, not only after it ends.
Yes, but spreadsheet CVRs often become time-consuming, error-prone, and hard to trust as the business grows. That is why many teams move to software once version control, manual reporting, and delayed visibility start causing problems.
A proper CVR should show budget, committed costs, actual costs, forecast final cost, expected value, and projected profit or loss.
Committed costs help you see what is already financially locked in before invoices arrive, which gives an earlier warning when a project is drifting off budget.
Yes. Planyard integrates with both Xero and QuickBooks, acting as the live project financial control layer above your accounting system.
It is a strong fit for growing contractors, commercial teams, and quantity surveyors that need live project financial control without relying on spreadsheet CVRs.
