What Planyard does

Planyard is a cloud-based construction financial management SaaS platform founded in 2017 in Tallinn, Estonia, that provides small and mid-size construction companies (targeting firms with GBP 2M-30M annual revenue) with a unified system to replace spreadsheet-based cost tracking. The platform's core suite covers budget management, real-time forecasting, invoice management, purchase orders, subcontractor management, and cost value reconciliation (CVR) reports, complemented by 13 additional modules spanning estimating, bidding, CRM, work orders, timesheets, change orders, billing, subcontractor pay-apps, cash flow forecasting, multi-currency, approval workflows, and OCR invoice data capture. Underlying the product is a construction-specific cost code architecture with native, bidirectional integrations to major accounting platforms (Xero, QuickBooks, Sage, MYOB, Directo) and adjacent tools (Procore, Hubdoc, Dext, ApprovalMax), positioning Planyard as a vertical cost-control layer between site operations and back-office accounting.

The company employs a hybrid go-to-market combining a self-serve product-led growth motion (14-day free trial, no credit card required) with sales-assisted conversion for mid-market and enterprise accounts, and distributes through its direct website, accounting software marketplaces (Xero App Partner), a partner referral network, and an active SEO/comparison content strategy targeting buyers evaluating alternatives to Procore, Buildertrend, LiveCosts, and Eque2. Planyard serves customers across the UK, Australia, New Zealand, Ireland, the US, and continental Europe, supported by offices in Tallinn, Stockholm, and Zurich, and is localized into 15 languages including English (UK/AU/US/Global), Estonian, Arabic, Dutch, Finnish, French, German, Hindi, Norwegian, Portuguese, Spanish, Swedish, and Turkish.

The company is privately held, founder- or privately-backed (no funding rounds, revenue, or cap-table details are publicly disclosed), operates with a 1-10 employee headcount, and holds Xero App Partner Connected Badge, G2 High Performer, and Capterra Top Rated recognitions in the construction management software category. AI capabilities are presently limited to OCR-based invoice data extraction (computer vision modality), with no disclosed proprietary models or broader ML/AI strategy beyond automation of accounts payable workflows.

Name

Planyard

Legal name

Planyard

Website

https://planyard.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Planyard is a cloud-based construction financial management SaaS platform that helps small and mid-size construction companies (GBP 2M-30M revenue) replace spreadsheets with real-time cost tracking, budgeting, subcontractor management, and native accounting integrations to Xero, QuickBooks, Sage, and MYOB.

Ownership category

akta.pro rank

Product category

Construction Financial Management Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Cloud FinOps & SaaS Spend Management (BPAEAOAH)

akta.pro secondary industries

Corporate Cards & Spend Controls (FSAGAJAF), Vendor & Contract Management (Software/Cloud) (BPAEAOAD)

Keywords

• Construction cost management
• Construction financial software
• Project cost control
• Job costing software
• Construction accounting software

Headquarters

HQ city

Tallinn

HQ country

Estonia

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Software Subscription (SaaS): Planyard generates revenue through a subscription-based SaaS model with tiered pricing plans (Essential, Professional, and Ultimate). Subscriptions are billed on a monthly or annual cadence. The model includes land-and-expand dynamics as construction firms add more projects, users, or locations over time. A 14-day free trial with no credit card required supports top-of-funnel acquisition.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Planyard is a cloud-based SaaS platform that gives small and mid-size construction companies real-time control of project financials, replacing spreadsheets with automated cost value reconciliation, budget tracking, invoice and purchase order management, and subcontractor payment workflows. The platform synchronises bidirectionally with accounting systems (Xero, QuickBooks, Sage, MYOB, Directo) to eliminate double data entry between site teams and back-office accounting. It is sold on a tiered subscription basis (Essential, Professional, Ultimate) with a 14-day free trial and is targeted at construction firms with £2M–£30M annual turnover.

Product overview

Planyard is a cloud-based construction cost control and financial management platform that provides a single unified system replacing fragile spreadsheet workflows. The platform consists of a core suite of financial management tools (Budget Management, Real-time Forecasting, Invoice Management, Purchase Orders, Subcontractor Management, and CVR Reports) complemented by specialized modules including Estimating tools (Cost Estimating, CRM and Sales, Bidding), Professional tools (Work Orders, Timesheets, Subcontractor Orders, Change Orders, Billing Process), and Advanced tools (Subcontractor Pay-apps, Cash Flow Forecasting, Multi-currency, Approval Workflows, OCR Invoice Data Capture). The platform integrates natively with major accounting software (Xero, QuickBooks, Sage, MYOB) and is designed specifically for construction SMBs with £2M–£30M turnover.

Differentiator

Problem solved

Functional benefit

Products and services

• Construction Budget Management Core Planyard module that lets construction project managers create, track, and manage project budgets in real time, with automated updates as costs are approved. Designed for small and mid-size construction companies replacing spreadsheet-based budget tracking.
• Real-time Construction Forecasting Automatically forecasts project costs, profitability, and cash flow based on current budget, committed costs, and actuals. Targets construction project managers and quantity surveyors who need live margin visibility.
• Construction Invoice Management Automates invoice data capture, approvals, and budget updates for accounts payable workflows in construction projects, with AI-powered OCR to extract invoice data and push approved invoices into accounting systems like Xero, QuickBooks, and Sage.
• Construction Purchase Orders Enables construction teams to create, issue, and track purchase orders per project with real-time visibility into the budget impact of each commitment. Built for contractors and quantity surveyors managing supplier commitments.
• Subcontractor Management

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability2 records

Feature5 records

Partnerships

Four partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationPlanyard is a certified Xero App Partner with a native, bidirectional integration into Xero's accounting platform. The integration synchronises project cost data with Xero's general ledger, enabling construction companies to maintain a single source of financial truth without double data entry. The Xero App Partner badge provides joint go-to-market visibility and customer referral through Xero's marketplace.
• QuickBookscoreTechnology or IntegrationPlanyard offers a native integration with QuickBooks (Intuit), enabling bidirectional synchronisation of financial data between Planyard's project cost management layer and QuickBooks' accounting records. This integration targets construction companies that use QuickBooks for their back-office accounting.
• MYOBcoreTechnology or IntegrationPlanyard provides a native integration with MYOB accounting software, targeting construction companies in the ANZ (Australia and New Zealand) market that use MYOB for bookkeeping and financial reporting.
• SagecoreTechnology or IntegrationPlanyard integrates with Sage accounting software, providing construction companies using Sage for their financial management with real-time project cost data synchronisation.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Procore: Largest enterprise-focused construction management platform with deep project, financial, and field operations capabilities. Competes in the broader construction software category but targets larger customers, serving as a benchmark and competitive threat if it expands downmarket to Planyard's SMB segment.
• Sage Construction (Sage 100 Contractor / Sage Intacct Construction): Sage's vertical construction accounting suite serving small to mid-market contractors. Represents both a partner (via Sage integration) and a direct competitor offering native job costing, payroll, and project accounting within the broader Sage ecosystem.

Direct peers

• Eque2 (Evision Construction Manager): UK Sage-based construction accounting software for main contractors and subcontractors. Directly comparable to Planyard in target customer, geography, and core use case (cost value reconciliation, job costing). Explicitly compared on Planyard's own comparison pages.
• LiveCosts: Construction procurement and cost management platform serving SMB contractors. Overlaps directly with Planyard on purchase orders, subcontractor management, and budget tracking, with a procurement-led positioning versus Planyard's end-to-end CVR approach.
• Buildertrend: Construction project management platform focused on residential builders and remodelers. Comparable customer profile and SMB construction focus, though weighted toward site management and client communication rather than Planyard's commercial/financial control emphasis.
• Foundation Software: Construction accounting and project management software for specialty contractors and general contractors in North America. Directly comparable in serving construction SMBs with integrated job costing, payroll, and project financial workflows.
• Jonas Construction Software: Integrated construction ERP covering accounting, project management, and service operations for commercial and residential contractors. Comparable in serving mid-market construction firms with financial control use cases similar to Planyard's CVR.
• CoConstruct: Construction project management software for custom home builders and remodelers. Competes for the same construction SMB segment with overlapping budgeting, change order, and client billing features.
• Knowify: Construction project management and job costing platform targeting small to mid-sized contractors and subcontractors. Closely comparable in product scope (budgeting, invoicing, subcontractor management) and customer size.
• Jobcost.com: Construction job costing and project accounting software for SMB general contractors and subcontractors. Directly overlaps Planyard's core use case of connecting project costs to accounting systems.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/planyard-construction-software

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planyard