Planyard B2B Case Studies & Customer Successes

Planyard helps 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.