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Planyard

Planyard is a user-friendly construction finance solution tailored for the UK market. It streamlines processes by replacing spreadsheets with straightforward wo...

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Planyard is a user-friendly construction finance solution tailored for the UK market. It streamlines processes by replacing spreadsheets with straightforward wo...

Watch Demo Get Pricing
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Product Overview

Planyard is a user-friendly construction finance solution tailored for the UK market. It streamlines processes by replacing spreadsheets with straightforward workflows for managing budgets, commitments, purchase orders, valuations, variations, invoice approvals, and real-time cost forecasting. This platform provides contractors, project managers, and quantity surveyors with an easy way to monitor budget performance against actuals, assess costs to complete, and track cash flow all in one centralized location. The implementation process is swift; simply import a live budget and begin approvals right from day one.

Product Details

What Is Planyard?

Planyard serves as a user-friendly, cloud-based financial management solution tailored for construction professionals in the UK. Its intuitive workflows resonate well with project managers and quantity surveyors, allowing teams to adapt with ease.

The setup process is simple: link it with Xero, QuickBooks, or Sage, import your live budget, and you can start approving transactions from day one.

This platform consolidates various spreadsheets into a unified, organized system that handles budgets, commitments, purchase orders, subcontractor payment applications and valuations, invoice approvals, and real-time forecasting. Both project teams and finance departments access the same data without the hassle of data re-entry.

What Planyard Centralises

  • Budgets along with actuals comparison and revision history.

  • Commitments and purchase orders, inclusive of variations and retention funds.

  • Subcontractor payment applications, valuation tracking, and certificates.

  • Invoices and approvals that automatically update budgets and forecasts.

  • Forecasting related to cost completion, margin upon completion, and overall cash flow for the portfolio.

  • Comprehensive reporting for both project and company dashboards.

How It Works Day to Day

  1. Establish or import your budget.

  2. Create commitments and purchase orders linked to the appropriate work items.

  3. Receive applications and invoices; conduct necessary checks before approving.

  4. Monitor live cost completion, margin, and cash flow across various jobs.

Why UK Teams Choose Planyard

  • A seamless workflow connecting budgeting to accounting.

  • No duplicate entries; approvals reflect everywhere they need to be.

  • A transparent audit trail documenting every change and decision made.

  • Real-time visibility across all projects, making it easy for both on-site personnel and office staff.

Planyard integrates smoothly with Xero, QuickBooks, and Sage to ensure that operations and finance are always aligned. The onboarding process is rapid; most teams are operational on their first project in less than an hour. This leads to fewer end-of-month surprises, smoother transitions between site activities and office tasks, reduced time spent on spreadsheet maintenance, and more assured decision-making prior to incurring costs.

Construction Management Software Features

✘ dashboard
✘ invoicing
✘ reporting
✘ seo tools
✘ accounting
✘ estimating
✘ mobile app
✘ audit trails
✘ cost tracking
✘ mobile access
✘ time expenses
✘ time tracking
✘ bid management
✘ issue tracking
✘ tax management
✘ cash management
✘ cost management
✘ crew scheduling
✘ quality control
✘ task management
✘ accounts payable
✘ expense tracking
✘ project closeout
✘ project tracking
✘ billing invoicing
✔ budget management
✘ progress tracking
✘ project templates
✘ safety management
✘ task dependencies
✘ vendor management
✘ content scheduling
✘ content versioning
✘ equipment tracking
✘ invoice management
✘ mobile app support
✘ payroll processing
✘ project management
✘ project scheduling
✘ accounts receivable
✘ alertsnotifications
✘ bank reconciliation
✘ collaboration tools
✘ contract management
✘ document management
✘ employee management
✘ financial reporting
✘ material management
✘ real time reporting
✘ resource allocation
✔ resource management
✘ template management
✘ timeline scheduling
✘ workflow management
✘ budgetingforecasting
✘ inventory management
✘ contractor management
✘ project communication
✘ role based permission
✘ safety and compliance
✘ time expense tracking
✘ maintenance management
✘ mobile app via browser
✘ multi currency support
✘ accounting integrations
✘ analytics and reporting
✘ change order management
✘ construction scheduling
✔ project cost estimation
✔ reporting and analytics
✘ telematics integrations
✘ field employee timecards
✘ media library management
✘ multi channel publishing
✘ punch list task tracking
✔ subcontractor management
✘ budgeting and forecasting
✘ purchase order management
✘ quality safety management
✘ tracking alertsnotifications
✘ construction bidding software
✘ material inventory management
✘ safety and compliance tracking
✔ collaboration and communication
✘ construction project management
✘ project planning and scheduling
✔ project scheduling and planning
✘ construction scheduling software
✘ budget management budget tracking
✘ integration with third party tools
✘ collaboration and communication tools
✘ content creation and editing tools wysiwyg
✘ collaboration tools collaboration and communication
✘ task dependencies implied via scheduling and task management

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

Price

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.