Looking for a Procore Financials alternative for construction job costing? This page compares Procore’s Project Financials and Planyard — where each fits, what they cover, and the cleanest way to run them in a small-to-mid construction team.
Short answer: Pick one financial system. Planyard is purpose-built for budgets, POs, approvals, progress billings/retainage, and live forecasting with native accounting sync. If you want Procore, pair Planyard with Procore’s non-financial modules (drawings, RFIs, daily logs) — don’t run two financial stacks in parallel.
On this page
Do not run Procore Financials and Planyard side by side. Use Planyard for financials and Procore’s non-financial modules for site/project management.
Public ratings from major review sites.
| Product | Rating | Summary |
|---|---|---|
| Procore (overall) | ~4.5 / 5.0 |  Full platform.  Common small-business cons: steep learning curve, high cost, brittle accounting connectors; many export financials to Excel. |
| Planyard | 4.6 / 5.0 | Praised for ease of use, visibility, and clean QuickBooks/Xero/Sage sync. Reviewers highlight less manual entry and a full audit trail. |
Quotes: “Planyard integrates seamlessly with accounting.” · “We finally stopped updating endless cost spreadsheets.”
Procore Financials requires you to mirror cost codes and general ledger (GL) accounts in both Procore and your accounting system. In practice this means:
Planyard solves this by allowing separate cost codes and chart of accounts. Planyard imports the chart and job structure, enforces tying the two together at approval, and only then posts approved, fully coded costs to accounting. This means no mirrored structure, no issues with drift, and no duplicate coding.
| Feature | Procore (Financials alone) | Planyard (alone) | Planyard + Procore (field modules) |
|---|---|---|---|
| Cost codes & GL alignment | Codes/accounts must be mirrored in Procore and accounting; drift breaks sync and reporting |
Uses accounting Chart of Accounts and job structure as the source; no mirroring required |
Keep codes/accounts in Planyard + accounting only; don’t maintain financial codes in Procore |
| Multi-step approvals (routes, thresholds) | Limited native invoice/PO routing |
Configurable multi-step approvals with audit trail |
Approvals in Planyard; Procore handles site workflows |
| 3-way match (PO ↔ delivery ↔ invoice) | Manual checks |
Automated and enforced; blocks mismatches/over-billing |
Full 3-way match in Planyard before posting to accounting |
| PO control (raise against budget) | Commitments module; setup can be heavy |
Budget-linked POs/subcontracts with variance rules |
Planyard controls commitment vs budget; Procore used for docs |
| Progress billings & retainage | Supported (pay apps); often seen as cumbersome for SMBs |
Streamlined subcontractor & client billings; clear certificates |
Run billings in Planyard; share outputs via Procore if needed |
| Timesheets & small work orders | Field-first; not costed to budget by default |
Approved hours & small works hit budget actuals automatically |
True labour visibility in Planyard; Procore for field capture |
| Accounting sync | Typically via marketplace connectors |
Native QBO/Xero/Sage/MYOB; only approved costs post with PDF |
Connect accounting to Planyard; keep Procore exports off |
| Reporting & forecasting | Powerful, but often exported to Excel |
Live CVR/EAC with drill-down |
Planyard as financial source of truth; Procore for field reports |
How they handle approvals, job costing, billing with retainage, and forecasting.
Planyard raises POs/subcontracts against the budget and routes by thresholds/roles with a full audit trail.
Procore Financials supports commitments and change orders, but SMBs often need more flexible multi-approver routing than Procore provides out-of-the-box.
Planyard streamlines subcontractor and client progress billings with retainage, generating clear certificates and updating the budget actuals immediately on approval.
Procore Financials supports pay apps with retainage, but many SMBs find the workflows heavy compared to Planyard’s simpler approach.
Krediitkaarti pole vaja. Müügi- või IT-tuge pole vaja.
Planyard updates EAC/Cost-to-Complete automatically as POs, invoices, time and variations are approved. Forecasts reflect reality without exporting to Excel.
Procore Financials offers powerful reports, but many small teams still export for forecasting.
Planyard pushes only approved costs to QuickBooks/Xero/Sage/MYOB with vendor, codes, tax and the PDF attached.
Procore Financials typically relies on marketplace connectors for accounting sync; many teams prefer a single, native push from Planyard to keep the ledger clean.
| System | Typical duration | Typical steps |
|---|---|---|
| Planyard (with accounting) | 1–5 days |
|
| Procore (Financials) | Weeks to months |
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Planyard has transparent per-seat plans and a free trial. Procore pricing is custom-quoted and typically part of a broader platform purchase. Accounting integrations are included in all Planyard plans.
Kuluarvestus
Eelarvestamine ja eelarve kontroll
Eelarvestamine, kulude kontroll ja ostutellimuste haldus
Täielik funktsionaalsus
They’re not a like-for-like swap in scope, but you should not use both for financials. Run Planyard as your project cost control (budgets, approvals, 3-way match, progress billings with retainage, forecasting) and pair it with Procore’s non-financial modules if you want Procore for field/docs. Only approved, fully coded costs leave Planyard and hit accounting — no duplicates, no re-typing.
Sources and last updated. Public Procore and Planyard reviews (Capterra/G2), customer interviews, and product documentation. Last reviewed 3 November 2025.
See EasyBuild replacement paths and how Planyard centralises budgets, CVR, POs, valuations with fast rollout.
Replace spreadsheets with live budgets, CVR, POs, valuations and retentions alongside Xero, QBO or Sage.
Meil on teie küsimused kaetud. Kui te ei leia vastust allpool, siis võtke meiega julgelt ühendust vestluse kaudu.
Yes — use Planyard for financials and Procore’s non-financial modules (drawings, RFIs, daily logs). There’s no direct sync between them; accounting is the bridge.
Yes, for budgeting, commitments/POs, approvals, progress billings with retainage, and forecasting. Planyard does not replace Procore’s field/project modules.
Yes. Many teams run Planyard + accounting only, or Planyard + lightweight field tools.
Usually 1–5 days. Connect accounting, import vendors/categories/projects, and start with a pilot job.
Yes. Planyard replaces budget, PO, and pay-app spreadsheets with live approvals and forecasting that sync to accounting.
Yes. Planyard supports subcontractor and client progress billings with retainage and generates clear, standardized certificates you can share.
Krediitkaarti pole vaja. Müügi- või IT-tuge pole vaja.