{"id":10548,"date":"2024-08-26T08:47:45","date_gmt":"2024-08-26T08:47:45","guid":{"rendered":"https:\/\/planyard.com\/procore-financials-module-too-complicated"},"modified":"2025-05-19T16:48:25","modified_gmt":"2025-05-19T16:48:25","slug":"procore-financials-module-too-complicated","status":"publish","type":"page","link":"https:\/\/planyard.com\/en-us\/procore-financials-module-too-complicated","title":{"rendered":"Procore Financials Module Too Complicated?"},"content":{"rendered":"\n<h2 class=\"wp-block-heading has-text-align-left paddedHeading\" id=\"still-using-procore-project-financials-for-budget-management-there-can-be-an-easier-way\">Still using Procore project financials for budget management? There can be an easier way.<\/h2>\n\n\n\n<p class=\"has-text-align-center\"><img loading=\"lazy\" decoding=\"async\" width=\"118\" height=\"40\" class=\"wp-image-108\" style=\"width: 500px\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/07\/Procore_Logo_FC_Black_RGB-1.svg\" alt=\"\"><\/p>\n\n\n\n<p class=\"has-text-align-left\">Procore financials might not be the best tool for SMEs according to Procore user reviews<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The pricing is inflexible and can be difficult for companies with high revenues and low margins;<\/li>\n\n\n\n<li>Onboarding and implementation can be complicated and a long process;<\/li>\n\n\n\n<li>Need for user accounts and training for suppliers may push them away from using the tools;<\/li>\n\n\n\n<li>Accounting integrations are provided by third parties and might not fulfill all needs;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"planyard-saves-time-and-nerves\">Planyard saves time and nerves<\/h4>\n\n\n\n<p>Follow your budget in real time and take immediate action when errors occur.&nbsp;<a href=\"https:\/\/planyard.com\/en-us\/construction-job-costing-software\">Job costs<\/a>&nbsp;are organized, and fully searchable and accessible for forecasting, project management and more. The implementation is usually done in a single training session that takes just a few hours.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/planyard.com\/sign-up\">Start your free trial<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/meetings.hubspot.com\/cedlund\" target=\"_blank\" rel=\"noreferrer noopener\">Request a demo<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-procore\">What is Procore?<\/h2>\n\n\n\n<p>Procore\u00a0is a US construction project management software with many different modules.<\/p>\n\n\n\n<p>The software covers preconstruction, project management, resources management, and financial management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"a-bit-more-context\">A Bit More Context<\/h2>\n\n\n\n<p>Procore has been building out its software since 2003. This makes it a double-edged sword.<\/p>\n\n\n\n<p>On the one hand, it\u2019s very comprehensive. It covers a lot of different functions through different models. Which means you can unify processes more.<\/p>\n\n\n\n<p>On the other hand, companies tend to move upmarket as they mature. Their solutions get way more complex and the pricing goes higher and higher. Procore is like Salesforce in that sense \u2013 it\u2019s used by the biggest companies in the world but they are all paying through their nose.<\/p>\n\n\n\n<p>Because Procore is a software in development for almost 20 years, it means it probably contains a lot of legacy technology. Things that were built 10 years ago look outdated now in software.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-planyard\">What is Planyard?<\/h2>\n\n\n\n<p><a href=\"https:\/\/planyard.com\/en-us\">Planyard<\/a>&nbsp;is a cloud-based budget and subcontractor management software for general contractors.<\/p>\n\n\n\n<p>You can manage budgets without Excel and back-and-forth emails. Your subcontractors will do the work for you.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"procore-project-financials-vs-planyard-construction-financials-software-functionality\">Procore project financials vs Planyard construction financials software functionality<\/h2>\n\n\n\n<p>Different review sites bring out that the onboarding process for Procore is complicated and costly. If you want to use the financials module in Procore, you would have to sign up for multiple different module packages, where there will probably be a lot of functionality that you might not necessarily need.<\/p>\n\n\n\n<p>Since Procore financials is mainly an enterprise solution, it needs a lot of training and configuration to set everything up. In the case that you are a smaller company with a small or no IT team, the setup might not be very straightforward and can be time-consuming. If you want to test with a pilot project to see whether your processes match the software. Then it might not be so easy to do so due to the fixed processes on setting up your account.<\/p>\n\n\n\n<p>If you want to try and digitalize your processes by one small step at a time, then the processes if Procore might not be most suitable for you. It can be a lower effort to test an easier setup platform like <a href=\"https:\/\/planyard.com\/en-us\">Planyard<\/a> to see if this is something that could even be suitable for your company and employees.<\/p>\n\n\n\n<p>The good thing is that Procore has a vast marketplace where there are a lot of different tools that can be integrated with if you need a specific part of your process fixed or automated.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Feature\/Provider<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img loading=\"lazy\" decoding=\"async\" width=\"118\" height=\"40\" class=\"wp-image-108\" style=\"width: 118px\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/07\/Procore_Logo_FC_Black_RGB-1.svg\" alt=\"\"><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img loading=\"lazy\" decoding=\"async\" width=\"135\" height=\"28\" class=\"wp-image-2040\" style=\"width: 135px\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/09\/planyard-logo.svg\" alt=\"\"><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Project and company level permissions<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Company-wide and project-wide admin configurations<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Company-wide and project-wide admin configurations<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Project-level fine-tunable permissions to send out RFQs, create subcontracts and prepare documents to confirm<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Tenders and bid comparison<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>You can send bid requests to contacts and companies in your directory<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>You can send bid requests to any email address and it will be added to your contacts.<br>You can also add any contact from your contact database.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Subcontracts<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Create contracts from subcontractor bids and manually<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-delete-30.png\"><br>No unit price information is available<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Create contracts from subcontractor bids and manually<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Unit price info available<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Subcontractor progress reports\/claims<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Subcontract invoices are creatable by both subcontractors and project managers<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-delete-30.png\"><br>Progress report process not available outside invoicing<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-delete-30.png\"><br>Progress report feedback process doesn&#8217;t exist outside invoicing<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Creatable by both subcontractors and project managers<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Progress report process available<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Progress report feedback process is simple and tracked<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Subcontractor change orders<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Change orders creatable by PMs and subcontractors<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Change orders creatable by PMs and subcontractors<br>Change orders editable by PMs<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Purchase orders<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Purchase orders can be created for suppliers in the project<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Purchase orders can be created for suppliers in the whole company<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Main contracts\/Prime contracts<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Main contracts can be created using existing or new budget items with custom structure<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Main contracts can be created using existing or new budget items with custom structure<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Main contract change orders<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>You can create change orders for the main contract<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-delete-30.png\"><br>Markups fairly complex to set up<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>You can create change orders for the main contract<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Markup setup is done implicitly in the jobs and needs no additional configuration<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Invoice and cost management<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Subcontract invoices are submitted directly against the subcontract without a progress report<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Purchase order cost tracking is available<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Subcontract invoices are submitted according to the progress report<br><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Purchase order cost tracking is available<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Invoice document uploading<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-delete-30.png\"><br>There is no frictionless way to get documents into the system besides manual uploads by either party<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Various simple ways to get the cost documents into the system:<br>* Project and company accounts payable e-mail addresses<br>* Outlook plugin<br>* Mobile apps<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Accounting integrations<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Different custom connectors on the marketplace<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Simple setup with <a href=\"https:\/\/planyard.com\/en-us\/xero-construction-integration\">Xero<\/a>, <a href=\"https:\/\/planyard.com\/quickboks-contractors-integration-for-budgeting\">QuickBooks<\/a>, Directo, and many others.<br>You can assign accounting accounts in Planyard to reduce work for the accountant<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Accounts not required for suppliers and subcontractors<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-delete-30.png\"><br>All users need to have accounts with correct permissions shared with them to access data<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Subcontractors can submit bids, progress reports, and invoices via e-mail and without needing a username and password<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Training not required for suppliers and subcontractors<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-delete-30.png\"><br>All suppliers and subcontractors need to go through certification to be able to use the platform<\/td><td class=\"has-text-align-left\" data-align=\"left\"><img decoding=\"async\" src=\"https:\/\/planyard.com\/wp-content\/uploads\/2024\/10\/icons8-checkmark-30.png\" alt=\"\"><br>Suppliers and subcontractors do not need to be certified and can start to use the tool without any certification<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Pricing<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong><strong>667<\/strong> USD per month<\/strong><br>(with an annual contract and max 5M in annual revenue)<\/td><td class=\"has-text-align-left\" data-align=\"left\">Plans start at&nbsp;<strong>20 EUR per project per month<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link wp-element-button\" href=\"\/sign-up\" rel=\"\/sign-up\">Try now for free<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/meetings.hubspot.com\/cedlund\">Sign up for a 30-min demo<\/a><\/div>\n<\/div>\n\n\n\n<p>Free 14-day full-featured trial. Full access. No credit card is required.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Still using Procore project financials for budget management? There can be an easier way. Procore financials might not be the best tool for SMEs according to Procore user reviews Planyard saves time and nerves Follow your budget in real time and take immediate action when errors occur.&nbsp;Job costs&nbsp;are organized, and fully searchable and accessible for&#8230;  <a class=\"excerpt-read-more\" href=\"https:\/\/planyard.com\/en-us\/procore-financials-module-too-complicated\" title=\"Read Procore Financials Module Too Complicated?\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"page_intent":[189],"page_type":[],"class_list":["post-10548","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 Module Too Complicated? - Planyard US<\/title>\n<meta name=\"description\" content=\"Procore financials too complicated for you? 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