Planyard’s simple construction software for financial management eliminates time-consuming spreadsheets and double data entry, simplifying budgeting, cost tracking, and payments. With its intuitive design and smart workflows, Planyard is easy to implement and effortless to use, allowing you to focus on what grows your business.
Planyard is an off-the-shelf construction software designed for fast, easy setup. All settings are directly accessible within the platform, allowing you to handle the entire configuration yourself.
This means you won’t need to rely on back-end adjustments or external support—Planyard’s intuitive construction software makes it easy to set up your budget structure, workflows, and more in just a few clicks.
Planyard’s simple construction software allows you to utilise your own, line item names, and cost headings you’re already familiar with. While the platform’s layout is structured for ease of use, you can create as many cost headings and subheadings as needed to match your workflow.
This flexibility ensures a smooth transition to Planyard, helping you maintain your existing budget structure without needing to overhaul how you manage your construction financials.
Utilizing Planyard gives you complete oversight of all your purchase orders in one place. Use the email-like templates to create and issue purchase orders directly from the platform with a few clicks.
With Planyard’s simple construction software, you can forget the endless back-and-forth emails and scattered spreadsheets. With Planyard, every purchase order is right there when you need it—so you can focus on moving your projects forward instead of untangling purchase order confusion.
Managing subcontractor agreements involves much more than just issuing contracts. With Planyard, you can easily track payment progress, handle change orders, and collect payment applications—all within one platform.
Planyard’s construction management software keeps everything organized and up to date. You’ll always know exactly where things stand with your subcontractors, without needing to chase down paperwork or emails.
Planyard’s construction management software simplifies purchase invoice management. Invoices are automatically collected from your accounts payable inbox, with key details like the invoice date, due date, and invoice number scraped instantly. The system also matches invoices with related purchase orders or subcontracts.
To complete the process, Planyard integrates with Xero and QuickBooks, automatically forwarding all data to your accounting system—saving you time and reducing manual input.
With Planyard’s simple construction software, keeping track of project spend, profitability, and cash flow is effortless. All workflows—whether they’re purchase orders, subcontracts, or invoices—are directly linked to your project’s budget. As soon as commitments or costs are approved, the budget is automatically updated in real-time.
This seamless integration means you’ll always have a clear, up-to-date picture of your project’s financial health, without needing to compile reports manually. Planyard ensures full financial clarity with minimal effort.
"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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