Get going without the hassle
Switching to new software can feel overwhelming when it requires lengthy setups and IT support. With Planyard, the process is simple and fast. Your team can start using the platform right away with minimal training.
Trusted by construction companies globally
Fast onboarding
No complex setup or IT support—just start your free trial, choose a plan, and follow the guided setup.
Minimal training required
Structured workflows help your team work efficiently from day one. Short 2–4 minute videos make learning easy, eliminating the need for extensive training.
Consistent & error-free
Standardized financial tracking reduces the risk of spreadsheet mistakes and keeps everyone on the same page.
Works for small & growing teams
Whether you’re a small team or growing, Planyard keeps you structured with minimal admin. Start simple with essential features and expand as your business scales.
Track and release retentions on time
Retention payments are easy to forget and even easier to lose. Whether you’re waiting to invoice a client or release funds to a subcontractor, Planyard helps you track every retention, every deadline, and every condition for release — across your projects.
Stop relying on calendar reminders or siloed spreadsheets. Get proactive alerts before retentions come due, keep cash flowing, and stay compliant with contracts.
Never miss a release date
Get alerts ahead of time so you never forget to invoice or release a retention.
Track both client and subcontractor retentions
Centralized tracking for money you're owed — and money you're holding.
Company-wide visibility
Know exactly which retentions are open, closed, or overdue — across all your projects.
Retention reminders, not spreadsheet errors
Planyard flags what matters before deadlines pass — no more relying on memory.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Centralized operations and streamlined workflows
Spreadsheets cause errors and inefficiencies. Planyard centralizes financial management, giving your team instant access to accurate budgets, contracts, and invoices.
Standardized workflows speed up approvals and reporting, reducing overspending and duplicate entries. Your team always has the latest financial data, wherever they work.
One platform, no more silos
Eliminate scattered spreadsheets—everyone works from the same accurate, up-to-date financial data.
Fast, reliable approvals
Automate approval workflows to reduce bottlenecks and prevent costly delays.
No more duplicate data entry
Seamless integrations with accounting tools ensure financial data stays consistent across platforms—no need to enter the same numbers twice.
Real-time insights from anywhere
Access budgets, contracts, and financial reports anytime, ensuring full visibility across projects.
After downsizing our company, I was stuck managing budgets, invoices, and retention tracking across a mess of spreadsheets. We were constantly behind, fixing errors, and missing key dates. Planyard brought everything into one system — now it’s structured, accurate, and nothing slips through.
Seamless financial flow from estimate to invoice
Stop juggling spreadsheets and disconnected tools. Planyard keeps your financial workflow connected—from the initial estimate to project completion—ensuring complete cost control at every stage.
01
Create precise estimates with predefined cost structures to ensure accuracy from the start.
02
Instantly convert approved estimates into structured project budgets without manual data entry.
03
Track actual costs in real time, approve purchases, and manage subcontractor expenses effortlessly.
04
Generate payment applications linked to project data, ensuring accurate billing and financial oversight.
Real-time financial transparency
Outdated reports can leave you blindsided by budget overruns. Planyard provides live financial insights, so you always know where your money is going—across projects and company-wide.
Spot issues early, track profitability, and make informed financial decisions without delays.
Live cost tracking
Monitor spending in real time and catch budget overruns before they become a problem.
Instant profitability insights
See project profitability as work progresses, ensuring you stay on track with financial goals.
Accurate cash flow forecasting
Know what’s coming in and going out, so you can plan ahead with confidence.
Data when you need it
Access up-to-date financials anytime—whether reviewing a single project or your entire portfolio.
Ensure profitability across projects
Profit margins can quickly shrink if costs aren’t closely monitored. Planyard gives you the financial oversight needed to keep every project profitable—helping you identify risks early and make adjustments before they impact your bottom line.
With clear budget vs. actuals tracking and real-time profitability forecasts, you can confidently keep projects on track and avoid financial surprises.
Early warning on cost overruns
Get notified when costs exceed projections, so you can adjust spending before it affects profitability.
Real-time budget vs. actuals comparison
See exactly how project costs align with initial estimates to keep financial performance in check.
Proactive margin protection
Identify potential profit leaks early and take corrective action before they cut into your earnings.
Company-wide financial overview
Understand profitability across all projects to make smarter, more strategic business decisions.
Read success stories from our customers
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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Pick the perfect plan for you
Transparent pricing, powerful tools, and effortless scalability—built for growing construction teams.
Estimating
£40
/ month / project manager
Cost Estimating
Essential
£82
/ month / project manager
£33
Usually selected for: site engineers, clients, estimators or auditors.
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.Usually selected for: site engineers, clients, estimators or auditors.
Estimating and Budget Control
- Everything in Estimating
- Track budgets and actual spend
- Manage purchase invoices automatically
- Reuse active project cost data for estimating
- Sync invoices to Xero and QuickBooks
Professional
£123
/ month / project manager
£33
Usually selected for: site engineers, clients, estimators or auditors.
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.Usually selected for: site engineers, clients, estimators or auditors.
Estimating, Cost Control and Purchase Orders Management
- Everything in Essential
- Issue and manage purchase orders
- Track committed cost on the budget
- Forecast project profitability in real-time
- Create cashflow forecasts
- Manage client contracts and progress reports
Ultimate
£164
/ month / project manager
£33
Usually selected for: site engineers, clients, estimators or auditors.
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.Usually selected for: site engineers, clients, estimators or auditors.
Full Functionality
- Everything in Professional
- Automate subcontractor and vendor quoting
- Track subcontracts and progress
- Manage subcontractor variations
- Collect subcontractor valuations
See Planyard in Action – Schedule a Free Demo
Frequently asked questions
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Planyard offers instant access to updated project budgets, expenses, and cash flow. This transparency helps construction leaders make informed decisions and stay on track with profitability goals.
Planyard automates invoicing workflows and integrates seamlessly with accounting tools like QuickBooks and Xero. It matches invoices with purchase orders and subcontracts, reducing manual entry and errors.
Planyard provides real-time alerts for budget deviations, enabling early intervention. This proactive approach minimizes the impact of cost overruns and cash flow challenges.
Yes, Planyard allows you to monitor profitability at various levels – individual projects, cost headings, or entire portfolios. Automated updates ensure accurate forecasts and help identify areas requiring adjustment.
Planyard centralizes financial data and offers detailed permission settings, ensuring that team members have access to the right tools and data for their roles. This enhances coordination and reduces bottlenecks in workflows.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.