Planyard
Transform your construction finance management with Planyard. Gain real-time visibility of budgets and cash flow, streamlining workflows effortlessly.
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.
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
Establish or import your budget.
Create commitments and purchase orders linked to the appropriate work items.
Receive applications and invoices; conduct necessary checks before approving.
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.