Planyard is a live project financial control and CVR software designed specifically for the UK construction industry. It sits above your accounting software as a dedicated commercial management layer. By acting as a single source of truth, it replaces disconnected spreadsheets, automates CIS and VAT calculations, and gives you real-time visibility into project profitability.
Construction CVR & Cost Control Software
See your project profit as you go
Replace manual CVR spreadsheets with real-time cost control. Planyard connects your cost estimating, budgets, and committed costs in one live system, while automatically handling your CIS and VAT calculations.
No duplicate data entry. See your true margin before month-end surprises hit.
Free 14-day full-featured trial. No credit card required.
Integrates with
The end of month-end spreadsheet panic
Real-time cost control means your project margins are always live, accurate, and ready to share.
"When you look at your margin without using Planyard, you might think you’re making 21%. But are you really if things have been missed and you can’t see them? Planyard lets you see a true margin all the time."
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Trusted by construction companies globally
Key features of Planyard
Planyard offers flexibility and ease of use for growing teams, with advanced features like subcontractor bidding and progress payments for larger businesses.
Designed by construction professionals to make work life easy
No duplicate data entry — one source of truth for all project costs. It's designed for both management and project teams to manage project financials in one place and in real time.
Free 14-day full-featured trial. No credit card required.
Planyard integrates with the most popular accounting tools.
Keep financials on track and save time
Who is Planyard for?
Whether you’re managing small renovations or large-scale builds, Planyard helps streamline your processes and stay profitable.
By company
By role
Grow your business by standardising your financials
Keep projects profitable
See real-time project costs and forecasts to make quick decisions and avoid overspending.
Focus on what matters
Ditch the spreadsheets, cut duplicate data entry, and let your team focus on what matters.
One simple way for everyone
Quickly train and onboard new hires, and have everyone manage their projects the same way.
Free 14-day full-featured trial. No credit card required.
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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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 is the ideal “Excel Escape” for small to mid-sized UK main contractors, commercial fit-out companies, and specialist subcontractors (typically with £5M–£30M turnover). It is built for commercial teams that manage multiple concurrent projects with high material and subcontract spend, and who need tighter control without the heavy cost and 6-month implementation of a full ERP system.
Planyard helps construction companies address common commercial pain points, such as:
- Month-end CVR reports taking days to consolidate manually in Excel.
- Lack of real-time visibility into true forecast margins.
- Discovering cost overruns only after invoices arrive, when the money is already committed.
- Weak subcontractor cost control, including messy email valuations, unapproved variations, and broken retention tracking.
- Double-entry waste between project spreadsheets and accounting software.
Construction CVR (Cost Value Reconciliation) software helps contractors compare budgets, actual costs, project value, and financial commitments to accurately forecast the final outcome. Planyard shifts this from a retrospective month-end reporting task to an operational, forward-looking process, allowing you to manage project profitability live during the job.
Committed costs help you see what is already financially locked in (like approved purchase orders and subcontract values) before the actual invoices arrive. This gives you an early warning when a project is drifting off budget. By the time cost overruns show up in standard accounting software, the money is already spent and it’s too late to act.
Yes. Planyard replaces fragile, error-prone manual reporting by connecting your budget, commitments, subcontractor valuations, and invoice approvals into one unified workflow. Your financial position updates live as your team works, meaning you never have to rebuild the financial picture in Excel again.
Planyard does not replace your accounting software; it acts as your commercial management layer. Your accounts team keeps working in Xero or QuickBooks as the general ledger, while your QS and project teams use Planyard to manage budgets, POs, subcontracts, and live CVRs. Planyard automatically pushes approved invoices and financial data—including CIS and VAT deductions—directly into your accounting system, eliminating double data entry.
Yes! Unlike heavy tier-1 ERP systems that take months to roll out, Planyard is designed for immediate relief. You can set up your account, connect it to Xero or QuickBooks, and start onboarding live mid-build projects in just a few hours. Your team can transition to a standardised financial workflow right away without the need for expensive external consultants.
Yes, Planyard offers a free 14-day trial so you can explore its features, connect your tools, and see your live margins before committing. Click here to sign up for the free trial.
For more information, you can:
- Sign up here for a free trial and test it out for yourself.
- Contact Planyard’s support team directly via the chat on the website.
- Schedule a demo to see how Planyard solves your specific commercial management needs.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
01
Upload the starting project budget and assign it to the quantity surveyor
02
Help your team quickly master Planyard by watching our 5-minute workflow videos
03
Use the Planyard Training project to explore and get hands-on experience with the system
04
Make the most of real-time project financial data during your next project cost control meeting