Planyard

Planyard helps project managers to manage contracts, subcontractor pay applications and invoices all in one place

Languages supported: Czech, Danish, German, Greek, English, Estonian, Finnish, French, Latvian, Dutch, Norwegian, Portuguese, Spanish, Swedish

9.6/10 (Expert Score) ★★★★★
Product is rated as #98 in category Accounting Software
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Planyard (formerly Fizure) is a cloud-based budget management and job costing software for real estate developers.

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

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Customer Reviews

Planyard Reviews

Gert T.

Advanced user of Planyard
★★★★★
Easy-to-use tool for project managers

What do you like best?

It's easy to use. It takes me just two clicks to send cost documents to Fizure through their Outlook add-on and I can deal with them further whenever I have time.

All the documents and data are now in one place. I don't have to use a complicated system of folders or print anything out. Plus contracts, progress reports, costs etc. are linked together with line-items and subcontractors, so, can always see what's behind the numbers.

It has simplified things for site engineers as well - they can upload invoices and receipts from their phone and comment what the cost was about. It will be linked to the right line-item and I can then approve it for payment. No more back and forth emails to find out what was behind the cost.

The subcontractors save time as well. They don't have to send separate files to me. Progress reports, invoices and extra works are all managed through Fizure. Without them having to even create an account.

What do you dislike?

It's a minor thing and maybe not relevant for others but it would be nice if Fizure could sort contracts by their name.

What problems are you solving with the product? What benefits have you realized?

The biggest benefit is not having to deal with folders and separate files that might get lost somewhere. Everything is kept in one place.

This gives a real-time overview of the budget. I can see what's behind a line-item - which contract is connected to it, how much of the job has been done and paid etc. The numbers are always up to date as every uploaded cost, contract or progress report modifies the budget as well.

Review source: G2.com

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