
Features for management & owners
Invoices management
Implement a transparent and easily trackable invoices management process. Eliminate the risk that invoices get lost in the email and pop up weeks or months later.
Organize and approve all the incoming invoices in the same place. Quickly check if the invoices get approved on time.
Portfolio profitability forecasting
Don’t wait until your portfolio projects end to learn about their profitability.
Follow your portfolio's profitability forecasts in real-time and drill down further if necessary.
Easily spot potential financial risks way before the invoices are sent to accounting.
Streamlined approval workflows
Have all your progress reports and invoices run through a streamlined approval process.
Track in real time who has approved the document and who is still on hold.
Be sure that nothing get's stuck in the process. Follow approved invoices and progress reports from one dashboard and drill down contracts, change orders, previous progress reports, invoices and the budget in a couple of clicks.
Cash-flow forecasting
Have one dashboard to follow your entire portfolio's monthly approved costs, sales invoices, progress reports, and portfolio profitability.
Know in advance how much will be paid in an upcoming month.
Enforce project managers to keep the income exceeding the expenses.
First class support during and after implementation
Dedicated
account manager
Email support
and support chat
inside the app
Support center
with how-to articles
and videos

“It was easy for me to transfer all eight ongoing projects to Planyard. It only took two weeks.
We now save four working days each month per project manager. The biggest efficiency booster came from getting rid of duplicate data entry.”
Marek Korbelainen
Construction Manager at Kaamos Group
Your data is safe with us

Kept in Google Cloud
Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google's European servers.
Regular Backups
We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.
2-Factor Authentication
Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.
Access Rights Control
Access can be limited on a user and project level. Not everyone needs to see everything.
Export
You can always take your data with you. Whether this is for additional analysis or moving to a new tool.
Get started
Sign up for a 30-day free trial
Explore the software on your own with the help of tutorial videos, support chat, and articles. No credit card required.
Schedule a free demo
We will take you through the software step by step and answer all your questions during a free 60-minute video call.
Call us
US: 415-852-3857
East coast: 1pm-4pm
West coast: 9am-1pm
EU: +372-5551-7245
Tallinn: 9am-5pm
London: 10am-6pm
AU: (08) 6102 5675
Sydney: 4pm-6pm
Perth: 2pm-6pm
Frequently asked questions
Yes. We will help you bring over all ongoing projects within a week.
Usually, we can import your already occurred costs from your accounting software and upload your existing project budget as-is.
Contact us for more information.
Yes.
We can onboard all starting and ongoing projects, save project managers time on reporting and follow your project budgets and forecasts in real-time. It usually takes less than a week to onboard your entire portfolio.
Please contact us for more information.
In our experience, most project managers get from zero to active usage already during the demo (in one hour).
There are two ways for subcontractors to submit pay applications:
- You can initiate it in Planyard and send them an email with a template;
- You can activate a portal for subcontractors (it's free for everyone) where subcontractors can request pay application on their own.
It doesn't matter which solution you prefer - the portal is still available in multiple languages and it saves time and reduces errors for subcontractors as well.
In our experience subcontractors don't require extra training to use it - it's very straight forward to understand.
Yes. We also develop integrations with in-house solutions.
Please reach out to us for details.
Yes. If the language doesn't already exist, we are able to translate the app within a week.