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
Budget Management
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.
Real-Time Forecasting
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.
Accounts Payable
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.
Purchase Orders
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.
Subcontractor Management
This feature automates pay applications, change orders, and retention processes up to invoicing. It simplifies subcontractor interactions, reduces errors, and keeps projects financially organized.
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
Planyard Reviews
Total 13 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars85%
4
Stars15%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Enterprise, 500+ employees
“Customizable workflow meets expectations”
Pros
The feedback system really helps improve the product over time. Their support team is amazing and they're always there to help me with any questions or issues.
Cons
Learning this system can be frustrating since there's no tutorial or guide to help me figure out how the features work.
Rating Distribution
Ease of use
6
Value for money
8
Customer Support
10
Functionality
8
Enterprise, 500+ employees
“Simple Project Management Solution”
Pros
I fully appreciate how it centralizes everything especially with the Xero integration. Data entry is easy and doesn't feel like a issue.
Cons
If I make a mistake, there's no way to edit it and I have to delete everything and start over. I really wish there was an option to make amendments.
Rating Distribution
Ease of use
6
Value for money
8
Customer Support
8
Functionality
6
Mid-Market, 51-100 employees
“Effective Job Costing”
Pros
I love being able to upload budgets and match invoices against them and it keeps me updated on both current and projected job costs without having to sift through spreadsheets.
Cons
I'm not a fan of how they structure pricing around small, medium or large projects, though the option I chose ended up meeting all my needs perfectly.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
9
Frequently Asked Questions
What is Planyard and who is it for?
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.
Does Planyard replace our ERP?
It replaces spreadsheet-based job cost control and complements your accounting. Many SMEs use Planyard instead of a large ERP to stay lean.
How does Planyard integrate with Xero, QuickBooks and Sage?
Supplier, code and invoice data sync with your accounting tool. Approvals in Planyard flow through so finance does not need to retype entries.
Can Planyard handle valuations and retentions?
Yes. Record valuations, track certified amounts and retention, and keep certificates and revisions in one place.
What level of support does Planyard offer?
Planyard provides live support via the in-app and website chat. Additionally, they offer more detailed support via email and phone.
How are approvals and permissions managed?
Set roles and approval steps for commitments, applications and invoices. Every action has a timestamped audit trail.
Will Planyard help with CIS and reverse charge VAT?<
Yes. Planyard keeps the job costs accurate and structured. CIS and VAT are applied in your accounting system during posting.
How long does implementation take and is it easy to use?
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.
Can I track cost to complete and WIP?
Yes. Planyard calculates cost to complete and margin at completion, with portfolio views to support WIP reviews.
How does Planyard help construction contractors control job costs?
It centralises budgets, commitments, applications for payment, invoices, and forecasting. You see live budget versus actuals, exposures and cost to complete for every job.