Get going without the hassle
Switching to new software can feel overwhelming when it requires lengthy setups and IT support. With Planyard, the process is simple and fast. Your team can start using the platform right away with minimal training.
Trusted by construction companies globally
Fast onboarding
No complex setup or IT support—just start your free trial, choose a plan, and follow the guided setup.
Minimal training required
Structured workflows help your team work efficiently from day one. Short 2–4 minute videos make learning easy, eliminating the need for extensive training.
Consistent & error-free
Standardized financial tracking reduces the risk of spreadsheet mistakes and keeps everyone on the same page.
Works for small & growing teams
Whether you’re a small team or growing, Planyard keeps you structured with minimal admin. Start simple with essential features and expand as your business scales.
Track and release retentions on time
Retention payments are easy to forget and even easier to lose. Whether you’re waiting to invoice a client or release funds to a subcontractor, Planyard helps you track every retention, every deadline, and every condition for release — across your projects.
Stop relying on calendar reminders or siloed spreadsheets. Get proactive alerts before retentions come due, keep cash flowing, and stay compliant with contracts.
Never miss a release date
Get alerts ahead of time so you never forget to invoice or release a retention.
Track both client and subcontractor retentions
Centralized tracking for money you're owed — and money you're holding.
Company-wide visibility
Know exactly which retentions are open, closed, or overdue — across all your projects.
Retention reminders, not spreadsheet errors
Planyard flags what matters before deadlines pass — no more relying on memory.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Centralized operations and streamlined workflows
Spreadsheets cause errors and inefficiencies. Planyard centralizes financial management, giving your team instant access to accurate budgets, contracts, and invoices.
Standardized workflows speed up approvals and reporting, reducing overspending and duplicate entries. Your team always has the latest financial data, wherever they work.
One platform, no more silos
Eliminate scattered spreadsheets—everyone works from the same accurate, up-to-date financial data.
Fast, reliable approvals
Automate approval workflows to reduce bottlenecks and prevent costly delays.
No more duplicate data entry
Seamless integrations with accounting tools ensure financial data stays consistent across platforms—no need to enter the same numbers twice.
Real-time insights from anywhere
Access budgets, contracts, and financial reports anytime, ensuring full visibility across projects.
After downsizing our company, I was stuck managing budgets, invoices, and retention tracking across a mess of spreadsheets. We were constantly behind, fixing errors, and missing key dates. Planyard brought everything into one system — now it’s structured, accurate, and nothing slips through.
Seamless financial flow from estimate to invoice
Stop juggling spreadsheets and disconnected tools. Planyard keeps your financial workflow connected—from the initial estimate to project completion—ensuring complete cost control at every stage.
01
Create precise estimates with predefined cost structures to ensure accuracy from the start.
02
Instantly convert approved estimates into structured project budgets without manual data entry.
03
Track actual costs in real time, approve purchases, and manage subcontractor expenses effortlessly.
04
Generate payment applications linked to project data, ensuring accurate billing and financial oversight.
Real-time financial transparency
Outdated reports can leave you blindsided by budget overruns. Planyard provides live financial insights, so you always know where your money is going—across projects and company-wide.
Spot issues early, track profitability, and make informed financial decisions without delays.
Live cost tracking
Monitor spending in real time and catch budget overruns before they become a problem.
Instant profitability insights
See project profitability as work progresses, ensuring you stay on track with financial goals.
Accurate cash flow forecasting
Know what’s coming in and going out, so you can plan ahead with confidence.
Data when you need it
Access up-to-date financials anytime—whether reviewing a single project or your entire portfolio.
Ensure profitability across projects
Profit margins can quickly shrink if costs aren’t closely monitored. Planyard gives you the financial oversight needed to keep every project profitable—helping you identify risks early and make adjustments before they impact your bottom line.
With clear budget vs. actuals tracking and real-time profitability forecasts, you can confidently keep projects on track and avoid financial surprises.
Early warning on cost overruns
Get notified when costs exceed projections, so you can adjust spending before it affects profitability.
Real-time budget vs. actuals comparison
See exactly how project costs align with initial estimates to keep financial performance in check.
Proactive margin protection
Identify potential profit leaks early and take corrective action before they cut into your earnings.
Company-wide financial overview
Understand profitability across all projects to make smarter, more strategic business decisions.
