About Planyard

Planyard construction software makes project budgeting and financial management easy.

Ideal for small and medium-sized businesses looking to ditch spreadsheets and data duplication, Planyard streamlines cost estimating, quoting, budget control, and profitability tracking, giving your team a clear, real-time view of project costs and profitability. Unlike ERP or generic accounting tools that serve as reporting tools, Planyard is built by construction professionals to simplify day-to-day work.

Getting started with Planyard is straightforward. Within hours, you can set up a new account, watch our online tutorials, and adopt a spreadsheet-free process—no IT support or sales reps needed. Start a free trial, upload your budget, and experience Planyard’s efficient budget management workflows and real-time project financials.

Pricing starting from:

US$20.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Planyard

- Know whether a project makes a profit or not before it finishes
- Save 3-5 days per month per project manager
- Standardize the processes and ensure compliance
- Detect estimating and design errors
- Get rid of data entry duplication
- Let the whole team track the project financials in one place in real-time

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Algeria, American Samoa, Andorra, Australia, Austria and 49 others

Supported Languages

English, Estonian, French, German, Spanish

Pricing starting from:

US$20.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Planyard Software - Overview
Planyard Software - Budget
Planyard Software - Management overview
Planyard Software - RFQ - comparing bids
Planyard Software - Cash flow projections
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Planyard video
Planyard Software - Overview
Planyard Software - Budget
Planyard Software - Management overview
Planyard Software - RFQ - comparing bids
Planyard Software - Cash flow projections

Features

Total features of Planyard: 74

  • Access Control
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Bid Management
  • Billable Items Tracking
  • Billing & Invoicing
  • Bills of Material
  • Budget Control
  • Budget Tracking
  • Budgeting/Forecasting
  • Cash Management
  • Change Order Management
  • Collaboration Tools
  • Commercial
  • Compliance Management
  • Compliance Tracking
  • Construction Breakdowns
  • Contract/License Management
  • Contractor Database
  • Contractor Management
  • Cost Database
  • Cost Estimating
  • Cost-to-Completion Tracking
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Equipment Tracking
  • Estimating
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • For AEC Industry
  • For Residential
  • Forecasting
  • General Ledger
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Tracking
  • Multiple Projects
  • Overrun Reporting
  • Percent-Complete Tracking
  • Procurement Management
  • Production Cost Tracking
  • Progress Reports
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Tracking
  • Proposal Management
  • Purchase Order Management
  • Quotes/Estimates
  • RFI & Submittals
  • RFP Management
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Reporting & Statistics
  • Side-by-Side Comparison
  • Subcontractor Management
  • Supplier Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Version Control
  • Work Order Management
  • Workflow Management

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Reviews

Overall rating

4.6 /5
(12)
Value for Money
4.4/5
Features
4.5/5
Ease of Use
4.7/5
Customer Support
4.8/5

Already have Planyard?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 12
Paul
Paul
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A great construction costing solution

Reviewed on 2021/06/29

When I came across Planyard, I knew that this was the piece of software that I had been looking...

When I came across Planyard, I knew that this was the piece of software that I had been looking for, for some time. I use cloud accounting software Xero and Quickbooks but they don’t have specific construction-based costing tools. They have project management costing tools but they are quite basic and don't have the level of detail and functionality that construction companies need. Planyard solves this and its made a massive difference to the service I can provide for my clients. The great thing about Planyard is that it saves so much time through automation, it eliminates potential errors and it provides real time data, so no wasted time! Subcontract orders, purchase orders and other project documents are put through the system and emailed direct to the subcontractors and the suppliers. They then submit their applications and invoices via the portal so the data entry is already done for you! I'm all for an easy life :). There's so much functionality to the software and new bits are added all the time.

Pros

Its automated so it significantly reduces data entry. It eliminates many potential errors, for example that you would get on Excel. The data is accessible real time to aid cost control and decision making. Expensive QS's/PM's can focus on value added activities rather than filling out spreadsheets. If a QS leaves, the data is there and it's easy for a new QS to take over. Eliminates estimating errors. Better & quicker cost control and sign off of variations from clients. It keeps being updated with new useful features.

Cons

I didn't find it sooner! Some of the terminology was confusing but this has been updated now. And there is a detailed explanation attached to every box within the software. The support team are also very willing to help if you have any queries.

Ian
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Ditch Excel and simplify your budget management and book-keeping for construction projects

Reviewed on 2021/07/28

Planyard has become and invaluable tool to keep on top of budgets, book-keeping and accounting. It...

Planyard has become and invaluable tool to keep on top of budgets, book-keeping and accounting. It also has the capacity to grow with us, having plenty of features that we do not use at the moment, but will clearly be beneficial as we increase the size and scale of our operations.

Pros

Super helpful and responsive support staff who are the actual developers, not a call centre worker reading from a script.
Planyard takes away a lot of the headaches from manual data entry and keeping spreadsheets up to date. Gives a clear and easy visual display of your construction budgets and links to xero so your bookkeeping is in sync with your spending and your budget.

Cons

There have been a few niggles over time with functionality and usage, but the Planyard team have been quite remarkable at listening and improving the product almost in real-time in response to feedback from myself and others. As the product evolves it becomes better and better suited to the task in hand and is now an essential part of our workflow.

Carlos
Overall rating
  • Industry: Civil Engineering
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A good construction costing solution with a great customer support

Reviewed on 2021/11/22

With Planyard we found a good solution for submitting quotes, evaluating and comparing prices,...

With Planyard we found a good solution for submitting quotes, evaluating and comparing prices, placing orders and tracking progress on screen and through reports.
It is an excellent tool for cost control and now we can recognize the resources spent, assess the remaining resources and costs and identify the potential deviations.
Planyard has become an important tool to manage our projects and to provide information in time to our company's board.

Pros

It´s an easy-to-use software and provides a clear control of your budget and linking to Xero will allow your accounting to be synchronized with the projects.
With recent developments and improved features, it´s easy now to place purchase orders, valuations and manage subcontractors.
The invoices upload and approval are accurate and intuitive and as soon as approved the documents are automatically sent to Xero.
The Fizure team has been quite remarkable in listening to and improving the product in near real-time in response to feedback from myself and the entire team involved. Super helpful and qualified support team.

Cons

The consolidation of information, namely the costs invoiced and incurred could be better, but it seems that improving this functionality is already on its roadmap.

Martin
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Saves project managers a lot of time on data entry and reporting

Reviewed on 2020/06/16

Dealing with paper invoices and commitments seems like the stone age compared to Fizure.
Previously,...

Dealing with paper invoices and commitments seems like the stone age compared to Fizure.
Previously, when an error slipped into the budget, it was hard work tracking it down. No matter how small the error, it meant going through a tall stack of printed invoices one by one.
It also used to be hard to put together a budget review for the construction manager because the data was split between Excel and accounting software.
Now the entire budget is in Fizure and it's always up to date. I don't have to use Excel anymore which means less things to do. I can work on everything related to the budget in one place. I have literally saved several days per month using Fizure.
I didn't even need to look at the training videos, I pretty much got how the software works on my own. Even when I did have questions, the team at Fizure was quick to respond - no matter whether through in-app support chat or email.
The subcontractors have come along with the new software nicely as well

Pros

I finally don’t have to work in Excel anymore or do duplicate data entry. The subcontractors do the work for me when they report progress through commitments or respond to RFQs.

Fizure also does budget calculations for me. Everything is kept up to date and the forecasts work in real time.

I don’t have to stay up all night to do the calculations manually when the month’s end approaches and everyone wants to get paid. Commitments and invoicing work great there.

In addition I save around an hour per RFQ because Fizure automates this process and makes RFQs easily comparable. That adds up to several workdays per project.

Cons

Processing consolidated invoices could be better but it seems fixing this is on their roadmap already.

Response from Planyard

Hi Martin,

Thank you for the review.

Yes, we can confirm that consolidated invoicing is in development already and should be released within a couple of weeks.

Kadir Özgür
Kadir Özgür
Overall rating
  • Industry: Retail
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

No more excel files with Planyard !!

Reviewed on 2022/09/04

generally ok !

generally ok !

Pros

Thanks to planyard , i used excel less frequently !!

Cons

didnt understand some terminology however customer team helped me on this.

Showing 5 reviews of 12 Read all reviews

Planyard FAQs

Below are some frequently asked questions for Planyard.

Planyard offers the following pricing plans:

Planyard offers a free 14-day trial with all features included. Paid plans start from 20 USD per month. Unlimited users.

Planyard has the following typical customers:

Self Employed, 2–10, 11–50, 51–200

Planyard supports the following languages:

English, Estonian, French, German, Spanish

Planyard supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Planyard integrates with the following applications:

MYOB Business, Procore, QuickBooks Online, QuickBooks Online Advanced, Sage Accounting, Xero

Planyard offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Planyard.