Last Updated
Overview
Overall Rating
Based on 13 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Planyard Specifications
Budget Management
Project Cost Estimation
Project Scheduling and Planning
Resource Management
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.
Planyard Features
This feature allows users to create, track, and manage project budgets in real-time. Teams can monitor costs effortlessly, ensuring that projects stay on budget while maintaining financial transparency and control.
This feature enables automatic forecasting of project costs, profitability, and cashflow. It provides actionable insights, helping managers make informed decisions and anticipate financial outcomes before they impact the project.
This feature automates invoice data capture, approvals, and budget updates. It reduces manual work, speeds up processing, and ensures that all expenses are accurately reflected in project budgets.
This feature allows users to create, issue, and track purchase orders for each project. It streamlines procurement, ensures accountability, and provides full visibility into committed project costs.
This feature automates pay applications, change orders, and retention processes up to invoicing. It simplifies subcontractor interactions, reduces errors, and keeps projects financially organized.
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