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.
Planyard integrates with your existing tools
Happy customers from all over the world
“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.
