What is property development software?

Property development software is a digital tool designed to help property developers manage budgets, track progress, handle financial claims, and oversee contracts. It streamlines processes and ensures real-time financial insights.

How can Planyard help property developers manage budgets?

Integrates seamlessly with Xero for automated data synchronization. Tracks budgets for both land ownership and development entities in real-time. Eliminates manual Excel processes by providing automated budget updates and financial tracking.

Can Planyard assist with monthly bank claims?

Yes, Planyard simplifies the process of creating detailed monthly claims for banks by automatically generating reports and tracking changes in budgets over time.

Does Planyard handle contract retentions?

Yes, Planyard enables retention tracking and ensures all commitments are accurately monitored within the platform, reducing manual oversight.

Is Planyard suitable for small property development teams?

Absolutely. Planyard is cost-effective and easy to use, making it an excellent choice for small teams. It provides tailored solutions without requiring extensive implementation resources.

How does Planyard integrate with existing tools like Xero?

Automatically syncs data between Planyard and Xero, ensuring budgets, invoices, and financials are always up to date. Eliminates the need for manual data entry and reduces errors in financial tracking. Allows for smooth exporting of data to Excel for additional reporting needs.

What insights does Planyard provide for property development projects?

Planyard offers real-time financial insights, including budget updates, profitability tracking, cash flow forecasting, and detailed reports on project performance.

How quickly can Planyard be implemented for a new project?

Planyard can be set up in just a few hours. Users can upload their budgets, configure workflows, and start tracking financials without requiring IT support or complex training.

What sets Planyard apart from other property development tools?

Focus on budget tracking and financial claims, areas often neglected by traditional project management tools. Cost-effective pricing tailored to small and medium-sized teams. Seamless integration with accounting tools like Xero for better financial management.

Is there a free trial available for Planyard?

Yes, Planyard offers a 14-day free trial, allowing you to explore its features and see how it can simplify your property development projects.

Property Development Software | Simplify Budget Management with Planyard

Discover how Planyard’s property development software streamlines budgeting, integrates with Xero and QuickBooks and eliminates manual Excel processes. Get real-time insights into project profitability.

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Planyard construction budgeting software showing the budget overview screen with real-time updates on project costs, purchase orders, and invoices.

Simplify Property Development Budget Management

Managing property development budgets for multiple entities doesn’t have to be a nightmare. Planyard is designed for property developers like you, who juggle land ownership and development entities using disconnected tools like Excel and Xero.

With Planyard, you can:

Integrate budgets across entities: Seamlessly link land acquisition and development costs while syncing with Xero.
Simplify monthly claims: Track financial progress, handle retentions, and ensure accurate reporting to banks.
Eliminate manual errors: Ditch Excel and track real-time changes effortlessly.

Key Features Tailored for Property Developers

Real-Time Budget Tracking

Track your project’s financial health at any stage. Planyard automatically updates budgets, giving you real-time insights into your profitability.

Seamless Integration with Xero and QuickBooks

Keep your accounting streamlined. Planyard integrates with Xero and QuickBooks, eliminating manual double entries and making data flow effortless.

Effortless Monthly Progress Claims

Manage bank claims with clear, easy-to-understand reporting. Keep tabs on budget changes and streamline approvals with minimal effort.

Retention and Contract Management

Handle contract retentions seamlessly. Planyard tracks and updates these automatically, so you stay on top of commitments.

Upload your project budget and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

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Why Property Developers Trust Planyard

Cost-Effective: Tailored pricing for small teams without compromising on robust features.
Time-Saving: Automate repetitive tasks and focus on growing your business.
Easy Onboarding: Start managing your budgets within hours, not months, with our simple setup.
Support When You Need It: Our expert team is always ready to help with implementation and beyond.

Read success stories from our customers

See how Planyard helps businesses like yours succeed - read their stories in our blog.

"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."

Sharon Brown Financial Controller · Empower Renewables · Dublin, Ireland

"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."

Claire Hill Quantity Surveyor · Brown & Bancroft Interiors · Bolton, United Kingdom

"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."

Jordan Cohen Project Director & Partner · TITN Development · Florida, United States

"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."

Jason Escobar Project Manager · The Keane Group · Queensland, Australia

"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."

Lee Covington Owner · E&N Group Ltd · London, United Kingdom

"I’m confident that we can manage multiple projects effectively. We’re currently running three fairly large ones, and the system makes it very clear and easy to manage all of them at once."

Graham Eastwood Office Manager · Karringtons Ltd · Kent, United Kingdom

"I chose Planyard because it stood out as the most straightforward and intuitive option on the market. I really wanted a tool that would simplify our existing processes and make everything more efficient, rather than switching to a system that was far too complicated for us to use on a daily basis."

Grant Collins Quantity Surveyor · Skyler Contracting · Kent, United Kingdom

"Planyard has completely replaced my CVR process. Cost Value Reconciliation is essentially about tracking your budget against your actual spend to see exactly what remains, and that functionality is the absolute essence of the central core of Planyard."

Ian Holford Managing Director · Higgihaus Developments · Bristol, United Kingdom

"For me Planyard is essentially the go to software for SMBs. There are other software packages out there that are a large investment upfront with a significant monthly cost. These are all potential solutions once you get to a very large business but they are not a solution for SMBs."

Paul Howarth Experienced FD/Consultant · Live Management Accounts

"Timewise, on a single project, I'd probably save 6 to 8 hours—essentially a full day every month. When it comes to processing monthly payments, it saves me a solid day, perhaps even a day and a half, just in sorting through the invoices. Saving a day and a half of my time means the system pays for itself time and time again."