About Planyard
Planyard is a construction accounting software from Planyard that simplifies financial management for construction projects. It combines budget tracking, cost control, and cash flow forecasting so teams can gain clarity on their financial status. Planyard integrates with popular accounting systems like Xero and QuickBooks, making it adaptable to existing workflows. Designed by construction professionals, it addresses common challenges in the industry. Key capabilities: Quantity Surveyor Estimator Accountant House Builder Main Contractor Best for: construction companies that need to manage budgets and track costs effectively across multiple projects.
Planyard is a specialized contractor management software designed to streamline budget management and project costing for construction professionals. Its primary purpose is to eliminate the inefficiencies of manual data entry and scattered spreadsheets, offering a centralized platform for real-time cost tracking and profitability projections. Key features include the ability to upload existing budgets, send and compare RFQs (bid requests), track contract performance, and manage pay applications and invoices. By integrating these functionalities, Planyard ensures that project managers, quantity surveyors, and accountants can work collaboratively in one place, enhancing transparency and compliance. The user interface of Planyard is designed with simplicity and functionality in mind. Its intuitive layout allows users to navigate seamlessly between different modules, making it accessible even for those who may not be tech-savvy. Unique design elements, such as color-coded warnings for budget overruns and interlinked line items, contracts, and invoices, enhance usability. These features ensure that users can quickly identify and address potential issues, reducing the likelihood of errors and delays. Functionality is where Planyard truly shines.
Pros & Cons
- +1. User-friendly software offers clear budget control and financial overview.
- +2. Xero integration synchronizes accounting with project financials automatically.
- +3. Purchase orders, valuations, and subcontractor management are streamlined and improved.
- +4. Exceptional and responsive support team, comprised of the software developers, is highly beneficial.
- −1. Initial functionality and usability had minor issues that required addressing.
- −2. Complex estimate layouts, especially with architectural details, can be challenging.
- −3. Software performance may lag with very large estimates containing numerous lines.
Features
Key features
- 1. Real-time Budget Management
- Enables users to create, track, and manage construction project budgets in real-time, offering immediate insights into financial status.
- 2. Automated Real-time Forecasting
- Automatically forecasts project costs, profitability, and cash flow, providing proactive financial predictions.
- 3. Accounts Payable Automation
- Automates the process of invoice data capture, approvals, and budget updates, streamlining accounts payable workflows.
- 4. Subcontractor Management
- Facilitates the automation of subcontractor pay applications, change orders, retention, and invoicing, simplifying subcontractor financial processes.
- 5. Seamless Accounting Integrations
- Offers automatic synchronization of approved invoices with popular accounting software like Xero and QuickBooks, ensuring data consistency.
- 6. Designed for Construction Professionals
- Specifically built for the construction industry, addressing the unique financial management needs of construction teams and projects.
Additional features
- 1. Budget Management
- Allows users to create, track, and manage project budgets in real-time.
- 2. Real-time Forecasting
- Automatically forecasts project costs, project profitability, and cash flow.
- 3. Accounts Payable
- Automates invoice data capture, approval processes, and budget updates.
- 4. Purchase Orders
- Enables the creation, issuance, and tracking of purchase orders for construction projects.
- 5. Subcontractor Management
- Automates subcontractor pay applications, change orders, and retention management through to invoicing.
- 6. Seamless Integrations
- Automatically synchronizes approved invoices with Xero, QuickBooks, and other accounting systems.
- 7. Flexibility and Ease of Use
- Designed to be flexible and easy to use for growing construction teams.
- 8. Subcontractor Bidding
- Offers advanced features for managing subcontractor bidding processes.
- 9. Progress Payments
- Supports progress payment management for larger construction businesses.
- 10. Centralized Data
- Provides 100% budget visibility across projects through centralized data.
Pricing
Monthly plans
Estimating
GBP 40
Estimating
EUR 49
Estimating
USD 52
Countries & Languages
Available in
Interface languages
Billing currencies
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About Planyard
Planyard is a construction accounting software from Planyard that simplifies financial management for construction projects. It combines budget tracking, cost control, and cash flow forecasting so teams can gain clarity on their financial status. Planyard integrates with popular accounting systems like Xero and QuickBooks, making it adaptable to existing workflows. Designed by construction professionals, it addresses common challenges in the industry. Key capabilities: Quantity Surveyor Estimator Accountant House Builder Main Contractor Best for: construction companies that need to manage budgets and track costs effectively across multiple projects.
Planyard Details
Planyard's In-App Market Place
Does Planyard have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Estimating
GBP 40
Estimating
EUR 49
Estimating
USD 52
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($)
Pros & Cons
- 1. User-friendly software offers clear budget control and financial overview.
- 2. Xero integration synchronizes accounting with project financials automatically.
- 3. Purchase orders, valuations, and subcontractor management are streamlined and improved.
- 4. Exceptional and responsive support team, comprised of the software developers, is highly beneficial.
- 1. Initial functionality and usability had minor issues that required addressing.
- 2. Complex estimate layouts, especially with architectural details, can be challenging.
- 3. Software performance may lag with very large estimates containing numerous lines.
Planyard's Support Options
Planyard's Alternatives
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