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Planyard

Manage construction project finances, track costs against budgets, and create forecasts. Replaces spreadsheets and syncs with Xero and QuickBooks.

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Planyard is construction accounting software for small and medium-sized construction companies. It's designed to replace spreadsheets for managing project financials. It gives both management and project teams a single, real-time view of all project costs so everyone works from one source of truth.

The system helps you avoid duplicate data entry. You enter information once, and it's synced everywhere. This saves project managers several days each month and helps reduce cost overruns by providing constant visibility into the budget. You can see real-time project costs and forecasts to make quick decisions and keep projects profitable.

Planyard centralizes financial control with several key features:

  • Budget and cost tracking: Upload a project budget and track all commitments and actual spending against it.
  • Forecasting: Get accurate forecasts to understand project profitability and cash flow without surprises.
  • Accounting integration: Connects directly with accounting software like Xero and QuickBooks, ensuring cost documents are sent with the right context.
  • Subcontractor management: Offers tools for handling subcontractor quoting, progress reporting, and change orders.

Planyard was designed by construction professionals to be straightforward and easy to use. It's a cloud-based platform, so you don't need to install anything on a local server. You can typically get set up and onboard your projects within a few hours. This focus on simplicity makes it a practical choice for growing teams that need a standardized way to manage financials without overwhelming complexity.

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