Enhanced Control for Financial Managers

Struggling with scattered spreadsheets and manual updates that slow down your financial oversight? Planyard centralizes your data and automates tasks for your team, giving you real-time control over budgets and profitability so you can focus on strategic decisions.

Planyard project budget overview with committed costs and job phase profitability

Real-Time Financial Visibility

Waiting for manually compiled reports slows decision-making. Planyard provides real-time financial visibility for financial managers, with instant access to project budgets, expenses, and cash flow.

This transparency lets you make informed decisions based on the latest data, keeping projects profitable and on track.

Product picture of Planyard OCR scanning extracting information from invoice

Automating Routine Tasks

While financial managers may not handle project workflows directly, Planyard’s automation of invoicing, contract management, and purchase orders saves project teams time and ensures that financial data is accurate and up-to-date.

With these processes streamlined, managers gain faster access to reliable numbers, allowing them to focus on strategic financial oversight and make informed decisions without waiting for manual updates.

Profitability Tracking and Forecasting

Tracking project profitability manually can lead to delays and missed opportunities. Planyard automates profitability tracking and cost forecasting, giving financial managers a clear view of which projects are on budget and which need adjustments.

With real-time insights, you can make proactive decisions to ensure every project contributes positively to the company’s bottom line while reducing the risk of costly overruns.

Connecting Budgets with QuickBooks’ Chart of Accounts

Seamless Integration with Accounting Tools

Switching between financial systems leads to errors and wasted time. Planyard integrates seamlessly with popular accounting tools like QuickBooks, Xero, and Sage, ensuring that your financial data stays consistent across platforms.

This means no more double data entry or discrepancies—just accurate, up-to-date financial information at all times, ready for reporting and decision-making.

Red notifications help visualize the budget items with the risk of exceeding the budget

Mitigating Financial Risks

Cost overruns and cash flow issues can quickly spiral out of control without early intervention. Planyard helps mitigate financial risks by providing real-time alerts and insights into project financials.

With proactive warnings on budget deviations, you can address potential risks before they escalate, ensuring that your projects stay on track and profitable.

Historical job cost information is available for analysis

Centralized Financial Oversight

Managing scattered financial data across multiple projects can lead to confusion and inefficiencies. Planyard provides centralized financial oversight for financial managers, offering a complete, real-time view of project costs, budgets, and cash flow.

With everything in one place, you gain the clarity needed to make fast, data-driven decisions, keeping your company’s finances under control and projects profitable.