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Planyard
Planyard Overview:
What is Planyard?
Planyard makes construction financials incredibly easy. All of our workflows are designed by construction professionals who want to ditch the spreadsheet, get rid of duplicate data entry, and simplify their work lives.
With Planyard, management enjoys a real-time overview of portfolio financials, giving them the peace of mind to focus on growing the business.
Why construction teams choose Planyard:
* Speed: It typically takes just 1-2 hours to get started as your next project begins.
* Accuracy: Standardized cost estimating and quoting, budget management and forecasting without manual errors.
* Automation: Streamline subcontractor billing, pay applications, and RFQs.
* Connectivity: Seamlessly sync with Xero, QuickBooks, Sage, and MYOB.
Stop wasting days every month on manual admin. Get real-time oversight of your project profitability and scale your business with software built for the job site, not just the office.
Who Uses Planyard?
Planyard serves small to medium-sized construction businesses looking to ditch spreadsheets and grow. It streamlines budget management, cost tracking, and forecasting with real-time insights and integration with Xero & QuickBooks for better financial control.
Where can Planyard be deployed?
Cloud-based
On-premise
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Starting Price
£205.00
Per User, Per Month
Free trial
About the vendor
- Planyard
- Located in Tallinn, Estonia
- Founded in 2018
Planyard support
- Phone Support
- Chat
Countries available
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Algeria, American Samoa, Andorra, Australia, Austria
Countries available
Countries where the product is available. Note: Customer support may not be accessible in that country.
- Algeria
- American Samoa
- Andorra
- Australia
- Austria
- Belgium
- Bulgaria
- Canada
- Costa Rica
- Cyprus
- Czechia
- Denmark
- Dominica
- Estonia
- Finland
- France
- Germany
- Greece
- Hungary
- Iceland
- Ireland
- Isle of Man
- Israel
- Italy
- Jersey
- Jordan
- Latvia
- Liechtenstein
- Lithuania
- Luxembourg
- Malta
- Monaco
- Montenegro
- Netherlands
- New Zealand
- Norway
- Panama
- Philippines
- Portugal
- Puerto Rico
- Qatar
- Saudi Arabia
- Singapore
- South Africa
- Spain
- Sri Lanka
- St Martin
- Sweden
- Switzerland
- Taiwan
- Tajikistan
- United Arab Emirates
- United Kingdom
- United States
Languages
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English, Estonian, French, German, Spanish
Features of Planyard
Other great alternatives to Planyard
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Top rated features
Document Management
Multiple Projects
Top rated features
Accounts Payable
General Ledger
Top rated features
Job Costing
Multiple Projects
Top rated features
Real-Time Data
Subcontractor Management
Top rated features
Document Management
Project Tracking
Top rated features
Accounts Receivable
Billing & Invoicing
Top rated features
Billing & Invoicing
Multiple Projects
Top rated features
Project Management
Scheduling
Top rated features
Project Management
Project Tracking
Capterra verified reviews for Planyard
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Overall rating
Based on 14 reviews
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Sam
Director in UK
Construction, 2–10 Employees
Used the Software for: 1+ year
"Planyard for UK construction"
27 February 2025
Really good. Its not embedded in the way our company does business and every person in the company uses it every day. The system has an in built contacts section that sync with our Xero. We're able to categorise contacts and leave notes and reviews for ourselves - so we can build up a solid database of reliable contacts. We can also look at every contact and see all the past purchase orders, invoices etc associated with that contact. This has been a real bonus on top of the cost management and tracking functions of planyard. Xero takes care of our accounts and Planyard manages our day to day cost tracking and reporting. They work seemlessly together and also provide a level of separation between the company finances and the project work.
Pros:
Planyard integrates seamlessly with Xero, avoiding having to enter information in 2 seperate places, reducing the risk of errors and saving time. Also ensures real-time cost tracking that is always as up to date as it can be. Every purchase order, subcontractor payment, and invoice syncs automatically, giving us instant financial clarity. The system is intuitive and built for construction, making cost control simple and effective.
For external clients, we can provide access to the Planyard portal, giving them real-time insights into their project costs. It’s a game-changer compared to relying on error-prone and delayed Excel spreadsheets.
It has been a real selling point to clients and allows us to demonstrate how we're doing this differently, and better than our competition.
Cons:
No real issues. Any queries we have had have generally been user error and the answers are in their FAQs or help guides.
Reviewer Source
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Planyard Response
4 March 2025
Hi Sam, Thanks for your detailed review. You have been able to capture the essence of Planyard in a very clear way!
Graham
Accounts Manager in UK
Construction, 2–10 Employees
Used the Software for: 1+ year
"Great software that's allowed us to manage project finances"
12 November 2025
Very positive, and it is providing us with pretty much everything we need to manage our projects. I have also been able to train a new employee very quickly because of its useability.
Pros:
It's relatively simple and quick to build your project budget, and it has all the tools that you need to manage the finances for a construction project. The support is really good, with quick response times.
Cons:
It would be nice if there was some flexibility and customisation available on the documents it generates. Currently they look great, but having the ability to collapse cost sections when there is nothing being claimed on a client contract valuation would be nice.
Reviewer Source
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Planyard Response
13 November 2025
Hi Graham, Thank you for you positive feedback! We will reach out to you regarding the client contract valuations soon to pick your brain on it.
Paul
Director - Management Accountant in UK
Verified LinkedIn User
Accounting, 2–10 Employees
Used the Software for: 1+ year
"A great construction costing solution"
29 June 2021
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.
Reviewer Source
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Planyard Response
4 March 2025
Hi Paul, thanks for sharing your positive experience with Planyard in such great detail!
Carlos
Office Manager in UK
Civil Engineering, 11–50 Employees
Used the Software for: 6-12 months
"A good construction costing solution with a great customer support"
22 November 2021
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.
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.
Reviewer Source
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Ian
Director in UK
Construction, 2–10 Employees
Used the Software for: 1+ year
"Ditch Excel and simplify your budget management and book-keeping for construction projects"
28 July 2021
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.
Reviewer Source
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Planyard Response
4 March 2025
Hi Ian, thanks for your positive feedback! We try to talk to our customers as much as possible to make the product as easy to use as possible.
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