Financial Control for Construction Management & Owners

Relying on spreadsheets to manage project finances is slow, error-prone, and hard to scale. Planyard centralizes all your financial data, giving you real-time insights into your project portfolio. No more manual updates or waiting for reports—just accurate, instant information to keep your business on track.

Get Up and Running Fast Without the Hassle

Switching to new software, especially for business owners and management, can feel overwhelming when it requires lengthy setups and IT support. With Planyard, the process is simple and fast. Designed for easy financial control, your team can start using the platform right away with minimal training.

No technical expertise needed—Planyard’s intuitive interface allows everyone to get up and running quickly, so you can focus on managing your project’s profitability, not learning complicated systems.

Centralized Operations and Streamlined Workflows

When teams rely on scattered tools and inconsistent processes, inefficiencies creep in. Planyard centralizes financial control by bringing your entire team onto one platform, where everyone works with the same real-time data.

Standardized workflows keep your team aligned and efficient, whether they’re in the office or on-site. With everyone using the same process, costly missteps and communication breakdowns are a thing of the past.

Real-Time Financial Transparency

Relying on outdated reports can leave you blindsided by unexpected costs. Planyard provides real-time financial transparency across your entire project portfolio and company-wide cash flow.

With live data at your fingertips, you can see exactly where your money is moving, spot potential issues early, and make informed decisions quickly. No more piecing together reports—Planyard ensures you’re always up to date and in control of your business’s financial health.

Ensure Profitability Across Projects

Planyard provides clear profitability insights for all your projects, helping you keep margins healthy. By tracking costs and forecasts, you can make adjustments early to maintain profitability.

Instead of reacting to issues after they arise, you’ll have the foresight to prevent budget overruns, ensuring each project contributes positively to your company’s financial success.

Customers about Planyard

"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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