Planyard

Planyard is a cloud-based budget management and cost control software for main contractors.

Get rid of duplicate data entry and back-and-forth emails. Standardize budget management and let subcontractors do the work for you.

STANDARDIZE AND STREAMLINE WORKFLOW IN ONE PLACE

• Keep everything related to budget management in one place
• Standardize workflows to make project hand-over seamless
• Make project managers and accountants more efficient
• Catch errors early in the bidding and contracting phase
• Get real-time overview of project costs and forecasts
• Keep logs of every action for transparency and compliance

SPEND 2-4 DAYS LESS PER MONTH ON BUDGET MANAGEMENT

• Upload existing budgets (Excel) to Planyard
• Send and compare RFQs (bid requests)
• Track contract performance and change orders
• Gather pay applications (progress reports) and invoices from subcontractors
• Set up approval workflows for pay applications
• Send invoices and other documents from your email inbox straight to Planyard
• Keep line-items, contracts, pay applications and invoices interlinked
• Update and follow the project budget in real time

GET RID OF COPY-PASTE AND DUPLICATE DATA ENTRY IN ACCOUNTING

• Receive pre-approved invoices with all relevant information
• Integrate with your existing accounting software
• Stop guessing which invoice belongs to which project and line-item

GET ACCESS TO HISTORICAL DATA ACROSS PROJECTS

• Check the actual line-item costs across portfolio projects
• Send and compare RFQs (bid requests)
• Compare estimates to actual costs

INTEGRATE WITH YOUR EXISTING TOOLS

• Planyard integrates with Xero, Quickbooks, Directo and other popular tools
• Keep Planyard next to your email inbox by using our Chrome extension or Outlook add-on
• Integrate with Plangrid to syncronize documents
• Order custom integrations from us