{"id":9982,"date":"2025-02-11T10:07:11","date_gmt":"2025-02-11T10:07:11","guid":{"rendered":"https:\/\/planyard.com\/procore-financials-alternative-planyard"},"modified":"2025-05-19T16:33:14","modified_gmt":"2025-05-19T16:33:14","slug":"procore-financials-alternative-planyard","status":"publish","type":"page","link":"https:\/\/planyard.com\/en-gb\/procore-financials-alternative-planyard","title":{"rendered":"Why Small Contractors Are Moving Away from Procore Financials"},"content":{"rendered":"\n<p>Many&nbsp;<strong>small contractors<\/strong>, whether evaluating or using Procore Financials, find it&nbsp;<strong>too expensive and overly complex<\/strong>&nbsp;for their needs.<\/p>\n\n\n\n<p>While Procore offers&nbsp;<strong>budgeting, commitments, and variation tools<\/strong>, many contractors say they come&nbsp;<strong>bundled with unnecessary extras<\/strong>&nbsp;that make the software&nbsp;<strong>hard to use<\/strong>.<\/p>\n\n\n\n<p>A&nbsp;<strong>small main contractor<\/strong>&nbsp;shared:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>\u201cProcore\u2019s fees are absolutely insane. Their budgeting tool is great, but I don\u2019t need all the extras they bundle with it.\u201d<\/em>&nbsp;\u2013 A&nbsp;<strong>small main contractor<\/strong>&nbsp;in Southern California\u200b<\/p>\n<\/blockquote>\n\n\n\n<p>Additionally, transitioning&nbsp;<strong>into or out of Procore is a nightmare<\/strong>, reinforcing the need for a&nbsp;<strong>more flexible, cost-efficient alternative<\/strong>.<\/p>\n\n\n\n<p>Instead of&nbsp;<strong>wasting time on sales calls, lengthy implementation meetings, and five-to-six-figure licensing fees<\/strong>, this guide will explain why small contractors choose<strong>&nbsp;Planyard over Procore Financials<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"two\">What is Procore Financials?<\/h2>\n\n\n\n<p><strong>Procore Financials<\/strong>&nbsp;is part of the&nbsp;<strong>Procore construction management suite<\/strong>, offering tools for&nbsp;<strong>budgeting, cost tracking, and forecasting<\/strong>.<\/p>\n\n\n\n<p>However, Procore\u2019s&nbsp;<strong>financial module is designed for large enterprises<\/strong>&nbsp;and comes with&nbsp;<strong>high costs and a steep learning curve<\/strong>\u2014two major issues for&nbsp;<strong>small and medium contractors<\/strong>.<\/p>\n\n\n\n<p>Related content:<br><a href=\"https:\/\/planyard.com\/blog\/procore-quickbooks-integration-comparison\">Procore QuickBooks Integration<\/a><br><a href=\"https:\/\/planyard.com\/en-gb\/procore-too-costly\">How Procore pricing works<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"three\">What is Planyard?<\/h2>\n\n\n\n<p><strong>Planyard<\/strong>&nbsp;is a&nbsp;<strong>construction financial management system<\/strong>&nbsp;designed for&nbsp;<strong>small contractors<\/strong>&nbsp;who need&nbsp;<strong>a simple, efficient alternative to Procore Financials<\/strong>.<\/p>\n\n\n\n<p>Planyard&nbsp;<strong>integrates seamlessly<\/strong>&nbsp;with&nbsp;<strong><a href=\"https:\/\/planyard.com\/en-gb\/quickbooks-job-costing\">QuickBooks<\/a>,&nbsp;<a href=\"https:\/\/planyard.com\/en-gb\/integrate-xero-planyard-construction-software\">Xero<\/a>,&nbsp;<a href=\"https:\/\/planyard.com\/en-gb\/myob-construction-integration\">MYOB<\/a>, and&nbsp;<a href=\"https:\/\/planyard.com\/en-gb\/sage-accounting-construction-integration\">Sage<\/a><\/strong>, ensuring&nbsp;<strong>real-time financial tracking<\/strong>&nbsp;without third-party tools.<\/p>\n\n\n\n<p>Designed by&nbsp;<strong>quantity surveyors<\/strong>, Planyard simplifies:<br>\u2714&nbsp;<strong>Budgeting<\/strong>&nbsp;and cost tracking<br>\u2714&nbsp;<strong>Invoicing<\/strong>&nbsp;and subcontractor payments<br>\u2714&nbsp;<strong>Real-time forecasting<\/strong><br>\u2714&nbsp;<strong>Variation management<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1202\" height=\"622\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2025\/02\/image.png\" alt=\"\" class=\"wp-image-8901\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"four\">Why Small Contractors Choose Planyard Over Procore Financials<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Procore Financials Is Too Rigid<\/h3>\n\n\n\n<p>Many contractors complain that Procore&nbsp;<strong>forces them to follow a strict cost code structure<\/strong>, making cost tracking&nbsp;<strong>frustrating and inefficient<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>A housebuilder in Australia<\/strong>&nbsp;struggled because Procore&nbsp;<strong>doesn\u2019t allow cost codes to be used multiple times<\/strong>, making it&nbsp;<strong>impossible to track specific expenses<\/strong>\u200b.<\/li>\n\n\n\n<li><strong>A specialty contractor in Canada<\/strong>&nbsp;had to&nbsp;<strong>manually sync expenses with QuickBooks<\/strong>, which led to errors and wasted time\u200b.<\/li>\n<\/ul>\n\n\n\n<p>\u2714&nbsp;<strong>How Planyard Solves This:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use&nbsp;<strong>cost codes flexibly<\/strong>\u2014assign them multiple times where needed.<\/li>\n\n\n\n<li><strong>Real-time budget updates<\/strong>\u2014no need for manual reconciliation.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. Procore Locks Companies Into Its System<\/h3>\n\n\n\n<p>Switching to or from Procore is&nbsp;<strong>a nightmare<\/strong>&nbsp;because of&nbsp;<strong>complex data entanglement<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>One&nbsp;<strong>small main contractor<\/strong>&nbsp;saw two companies struggle to implement Procore, and another tried to leave, which&nbsp;<strong>became a disaster<\/strong>\u200b.<\/li>\n<\/ul>\n\n\n\n<p>\u2714&nbsp;<strong>How Planyard Solves This:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Simple onboarding<\/strong>\u2014import your existing budgets from Excel.<\/li>\n\n\n\n<li><strong>Easy offboarding<\/strong>\u2014your data is&nbsp;<strong>always exportable<\/strong>, so you never get locked in.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3. Small Contractors Are Stuck Using Excel Due to Lack of Alternatives<\/h3>\n\n\n\n<p>Many contractors revert to&nbsp;<strong>Excel for budgeting<\/strong>&nbsp;because most financial tools are&nbsp;<strong>too expensive or too complex<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Spreadsheets&nbsp;<strong>scatter data across multiple tabs<\/strong>, making&nbsp;<strong>real-time tracking difficult<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>\u2714&nbsp;<strong>How Planyard Solves This:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>One-click budget imports<\/strong>&nbsp;from Excel.<\/li>\n\n\n\n<li><strong>Real-time project tracking across all jobs in one dashboard<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Procore Requires Third-Party Integrations for accounting systems<\/strong><\/h3>\n\n\n\n<p>A&nbsp;<strong>small head contractor<\/strong>&nbsp;specifically searched for a&nbsp;<strong>budgeting tool with native QuickBooks integration<\/strong>\u200b.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Procore requires&nbsp;<strong>third-party connectors like&nbsp;<\/strong><a href=\"https:\/\/planyard.com\/blog\/procore-quickbooks-integration-comparison\"><strong>SmoothLink<\/strong>&nbsp;to sync with QuickBooks<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>\u2714&nbsp;<strong>How Planyard Solves This:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Native QuickBooks, Xero, MYOB, and Sage integration<\/strong>&nbsp;(no third-party tools needed).<\/li>\n\n\n\n<li><strong>Invoices are automatically scanned, matched to budgets, and synced<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"five\">Planyard vs. Procore Financials: Feature Comparison<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Feature<\/th><th><strong>Planyard<\/strong><\/th><th><strong>Procore Financials<\/strong><\/th><\/tr><\/thead><tbody><tr><td><strong>Ease of Use<\/strong><\/td><td>\u2705 Simple &amp; intuitive<\/td><td>\u274c Complex, steep learning curve<\/td><\/tr><tr><td><strong>Cost Code Flexibility<\/strong><\/td><td>\u2705 Use cost codes multiple times<\/td><td>\u274c One cost code per item<\/td><\/tr><tr><td><strong>Budgeting &amp; Forecasting<\/strong><\/td><td>\u2705 Real-time updates<\/td><td>\u274c Requires manual entry<\/td><\/tr><tr><td><strong>Accounting Integration<\/strong><\/td><td>\u2705 QuickBooks, Xero, MYOB, Sage<\/td><td>\u274c Requires third-party tools<\/td><\/tr><tr><td><strong>Pricing<\/strong><\/td><td>\u2705 Affordable for small teams<\/td><td>\u274c Expensive, custom quote required<\/td><\/tr><tr><td><strong>Onboarding<\/strong><\/td><td>\u2705 Quick setup (hours, not weeks)<\/td><td>\u274c Requires extensive training<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"six\">Try Planyard for Free Today<\/h2>\n\n\n\n<p>If you\u2019re&nbsp;<strong>tired of Procore Financials\u2019 complexity<\/strong>&nbsp;and want a&nbsp;<strong>smarter way to manage your construction budgets<\/strong>, try&nbsp;<strong>Planyard for 14 days free<\/strong>&nbsp;\u2013 no credit card required!<\/p>\n\n\n\n<p>\ud83d\udc49&nbsp;<strong><a href=\"https:\/\/planyard.com\/en-gb\/construction-budgeting-software\">Start Free Trial<\/a><\/strong><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many&nbsp;small contractors, whether evaluating or using Procore Financials, find it&nbsp;too expensive and overly complex&nbsp;for their needs. While Procore offers&nbsp;budgeting, commitments, and variation tools, many contractors say they come&nbsp;bundled with unnecessary extras&nbsp;that make the software&nbsp;hard to use. A&nbsp;small main contractor&nbsp;shared: \u201cProcore\u2019s fees are absolutely insane. Their budgeting tool is great, but I don\u2019t need all the&#8230;  <a class=\"excerpt-read-more\" href=\"https:\/\/planyard.com\/en-gb\/procore-financials-alternative-planyard\" title=\"Read Why Small Contractors Are Moving Away from Procore Financials\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"page_intent":[187],"page_type":[],"class_list":["post-9982","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Procore Financials Alternative for Small Contractors: Planyard<\/title>\n<meta name=\"description\" content=\"Looking for a Procore financials alternative? 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