What is Planyard?
We help contractors get rid of duplicate data re-entry, standardize processes and identify profitable projects in real time. Everything related to the project budget (RFQs, line-items and costs, contracts, pay applications, invoices) are kept in one place and linked together. This minimizes possible mistakes and also allows for accurate real-time forecasting. Planyard integrates with accounting software such as Xero. This means no more duplicate data entry for accountants as pre-approved invoices are sent straight to the accounting software.
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Planyard Reviews (5)
- ★★★★★5
- ★★★★★0
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Review Summary
Generated using AI from real user reviews
Planyard earns unanimous five-star reviews from construction industry users who value its time-saving automation and ease of use. Users consistently praise how the software eliminates manual data entry, spreadsheet management, and tedious administrative work—with one reviewer reporting savings of several days per month. The logical interface requires minimal training, and users appreciate that responsive support comes directly from developers rather than call centre staff. Integration with accounting platforms like Xero keeps budgets and bookkeeping in sync, while the portal for subcontractor submissions and invoice uploads handles data entry automatically.
The software's construction-specific features address gaps that generic accounting tools leave unfilled, offering detailed costing and budget tracking tailored to project-based work. Users highlight real-time visibility into project status, automatic budget updates when approvals are made, and the ability to catch errors quickly rather than hunting through stacks of paper invoices. The platform scales well as companies grow, with plenty of unused features available for future needs. Across all reviews, no meaningful criticisms surface—users focus entirely on efficiency gains, error reduction, and the software's role in freeing up time for higher-value work like actual project management.
★★★★★
Friday, August 6, 2021
“My experience with this software has been great. The customer…”
My experience with this software has been great. The customer service is quick to answer and helpful. It is easy to use and still lets me save time, so what's not to like about that. A software I would recommend and will continue to use. I Enjoy the fact that it saves me so much time by comparing the prices by itself because before it took up so much of my time. What I like most is the logical and easy structure of the software. It is frankly quite easy to use and helps me save time by doing the mathematics for me. It is well organized and helps everybody involved to be on the same page. In addition you can slightly customize it to make sure you see information that is important to you but still keep you updated on what your colleges are up to. Without reading the manual it is easy to grasp what is going on and once you have done some command or task it is like you have worked on it for years.
★★★★★
Wednesday, July 28, 2021
“Overall: Planyard has become and invaluable tool to keep on…”
Overall: 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. Reasons for Switching to Planyard: To reduce the time spent on administration and paper work so project managers can be better utilised managing our projects.
★★★★★
Tuesday, June 29, 2021
“When I came across Planyard, I knew that this was…”
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!
★★★★★
Thursday, October 15, 2020
“Overall: Planyard will help monitoring and handling the project better…”
Overall: Planyard will help monitoring and handling the project better than any other software I have tried Pros: At Hitachi ABB Power Grids, my responsibility is building power grids and substations on time and budget. We use spreadsheets to manage everything from estimating through subcontractors' progress reporting and budget tracking. Updating spreadsheets is a dull task where a simple mistake could easily be very Expensive. I have been using Planyard for 6 months and managed the whole subcontractor billing process on the system, where the subcontractor submits the monthly progress reports along with the change orders for review. I don't have to do any data entry, I just review and approve, and the progress report is processed, and the budget is automatically updated. Planyard helps me to have a better overview of my project, and there is no delay in tracking the project's current status.
★★★★★
Tuesday, June 16, 2020
“Dealing with paper invoices and commitments seems like the stone…”
Dealing with paper invoices and commitments seems like the stone age compared to Planyard. 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 Planyard 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 Planyard. 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 Planyard 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
