Streamline your construction expense approval workflow with Planyard. Set up seamless approval flows for all expenses, reducing back-and-forth for your site personnel and ensuring compliance with ease.
You can submit invoices to the right project as soon as you receive them. Each project has a unique email address for collecting subcontractor and vendor invoices.
Use our Microsoft Outlook Add-In or Google Chrome Extension for Gmail to organize invoices directly from your email, or scan and upload paper receipts with our mobile apps.
Once the subcontractor order is registered, Planyard updates the committed costs column in the budget, highlighting if the item’s cited costs exceed the budget. This allows us to visualize the risks of item over-expenditure before the invoices arrive and allows accurate forecasting.
If the construction phase structures your budget, you’d see if a phase is profitable as you raise the orders, not once the invoices arrive, when it’s slate to take action.
So, at the first project cost control meeting, you can track the performance of the first job phases as the orders are placed.
"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 saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."
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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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"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."
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