Case Study: Melbourne Charity achieves real-time financial clarity with Planyard

Melbourne Charity implements Planyard in days to gain real-time financial clarity

A Melbourne charity lacked any formal financial processes or visibility over its expenditure, creating significant financial risk. After a negative experience with a complex ERP system in a previous role, their quantity surveyor, Daniel De Rocco, sought a practical solution and found Planyard, a construction cost management platform integrated with Xero.

Planyard provided a simple yet powerful framework for financial control, implementing formal purchase order approvals and budget tracking. The solution was implemented in days and acted as a strict financial gatekeeper, eliminating unauthorized spending. The charity now operates with total financial clarity and real-time visibility, enabling proactive management and informed decision-making.