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Planyard

Planyard

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Claimed

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Last Updated Oct 31, 2025

Overview

Planyard is an easy to use, UK-focused construction finance platform that replaces spreadsheets with simple workflows for budgets, commitments and purchase orders, valuations and variations, invoice approvals and live cost forecasting. It gives growing contractors, project managers and quantity surveyors clear, real time visibility of budget versus actuals, cost to complete and cash flow in one place. Implementation is quick - import a live budget and start approving on day one.
Overall Rating

Based on 13 users reviews

4.8

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

What is Planyard?

Planyard is an easy to use, cloud-based construction finance platform for UK contractors. Teams pick it up quickly because the workflows mirror how project managers and quantity surveyors already work.

Implementation is straightforward: connect Xero, QuickBooks or Sage, import a live budget and start approving on day one.

 

It replaces scattered spreadsheets with a single, structured system for budgets, commitments and purchase orders, subcontractor applications for payment and valuations, invoice approvals and real-time forecasting. Project teams and finance always see the same numbers, without retyping data.

What Planyard centralises

  • Budgets with budget versus actuals and revision history.
  • Commitments and purchase orders, including variations and retention.
  • Subcontractor applications for payment, valuation tracking and certificates.
  • Invoices and approvals that update the budget and forecasts automatically.
  • Forecasting for cost to complete, margin at completion and portfolio cash flow.
  • Reporting for project and company dashboards.

How it works day to day

  • Set up or import your budget.
  • Raise commitments and POs against the correct work items.
  • Receive applications and invoices, apply the checks, then approve.
  • Review live cost to complete, margin and cash flow across jobs.

Why UK teams choose Planyard

  • One connected workflow from budget to accounting.
  • No duplicate entry, approvals drive the numbers everywhere they should.
  • Clear audit trail for every change and decision.
  • Real-time visibility across all projects, simple for site and office.

 

Planyard integrates with Xero, QuickBooks and Sage so operations and finance stay in sync. Onboarding is quick and most teams go live on a first project in under an hour. The result is fewer surprises at month end, cleaner handovers between site and office, less time maintaining spreadsheets and more confident decisions before you commit costs.

Pros And Cons of Planyard

Pros

  • Easy-to-use with clear budget control

  • Integration with Xero synchronizes accounting with projects

  • Simplifies purchase orders, valuations, and subcontractor management

  • Invoice upload and approval process is accurate and intuitive

  • Responsive support team improving the product in near real-time

Cons

  • Consolidation of invoiced and incurred costs could be improved

  • Occasional minor issues with functionality and usage

Frequently Asked Questions

Planyard is a construction finance platform for UK contractors. It suits small and medium firms that want tighter job cost control without a heavy ERP.

It replaces spreadsheet-based job cost control and complements your accounting. Many SMEs use Planyard instead of a large ERP to stay lean.

Supplier, code and invoice data sync with your accounting tool. Approvals in Planyard flow through so finance does not need to retype entries.

Yes. Record valuations, track certified amounts and retention, and keep certificates and revisions in one place.

Planyard provides live support via the in-app and website chat. Additionally, they offer more detailed support via email and phone.

Set roles and approval steps for commitments, applications and invoices. Every action has a timestamped audit trail.

Yes. Planyard keeps the job costs accurate and structured. CIS and VAT are applied in your accounting system during posting.

Most teams set up a live project in under an hour. The interface mirrors how PMs and quantity surveyors already work, so adoption is quick.

Yes. Planyard calculates cost to complete and margin at completion, with portfolio views to support WIP reviews.

It centralises budgets, commitments, applications for payment, invoices, and forecasting. You see live budget versus actuals, exposures and cost to complete for every job.