---
description: Detaillierte Informationen über Planyard zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools.
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title: Planyard Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026
---

Breadcrumb: [Startseite](/) > [Kalkulationssoftware](/directory/10028/job-costing/software) > [Planyard](/software/182439/fizure)

# Planyard

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> Planyard simplifies construction budgeting by replacing spreadsheets with real-time cost tracking and accurate forecasting. Integrates with Xero and QuickBooks. Try 14 days free.
> 
> Bewertung: **4.7/5** von 16 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

-----

## Übersicht

### Wer verwendet 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 \&amp; QuickBooks for better financial control.

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **4.7/5** | 16 Nutzerbewertungen |
| Bedienkomfort | 4.8/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.9/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 4.4/5 | Auf Basis der Gesamtbewertungen |
| Funktionen | 4.6/5 | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: Planyard
- **Region**: Tallinn, Estland
- **Gegründet**: 2018

## Gewerblicher Kontext

- **Startpreis**: 50,00 €
- **Preismodell**:  (Kostenlose Version verfügbar) (Kostenlose Testversion)
- **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Android (mobil), iPhone (mobil), iPad (mobil)
- **Unterstützte Sprachen**: Deutsch, Englisch, Estnisch, Französisch, Spanisch
- **Verfügbare Länder**: Algerien, Amerikanisch-Samoa, Andorra, Australien, Belgien, Bulgarien, Costa Rica, Deutschland, Dominica, Dänemark, Estland, Finnland, Frankreich, Griechenland, Irland, Island, Isle of Man, Israel, Italien, Jersey und 34 weitere

## Funktionen

- Abrechnung & Rechnungsstellung
- Abrechnungsfähige Positionen nachverfolgen
- Angebote / Schätzungen
- Auftragnehmer-Datenbank
- Auftragskostenrechnung
- Budget Tracking
- Budgetierung/Prognosen
- Compliance Management
- Forderungen
- Fortschrittsbericht
- Gebot-Management
- Hauptbuch
- Job-Management
- Kostenschätzung
- Kostenverfolgung
- Projekt-Abrechnung
- Projekt-Nachverfolgung
- Projektmanagement
- RFP-Management
- Subunternehmen-Management
- Timesheet Management
- Verbindlichkeiten
- Werkzeuge zur Zusammenarbeit
- Zeit & Kosten Verfolgung

## Integrationen (8 insgesamt)

- MYOB Business
- Procore
- QuickBooks Online
- QuickBooks Online Advanced
- Sage 200
- Sage 50 Accounting
- Sage Accounting
- Xero

## Optionen für Kundensupport

- E-Mail/Helpdesk
- FAQ/Forum
- Wissensdatenbank
- Telefon-Support
- Chat

## Category

- [Kalkulationssoftware](https://www.capterra.com.de/directory/10028/job-costing/software)

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## Nutzerbewertungen

### "A Game Changer for Construction Budget Control" — 5.0/5

> **Indre** | *12. März 2026* | Bau | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: When we were looking for a platform to help us track project budgets in more granular detail than Xero allows, we arranged demos with several software providers. After reviewing the options, we ultimately chose Planyard, and we have now been using it for nearly a year.&#10;&#10;I recognise that we are not yet using all the available features, but that is mainly due to our own internal processes rather than any limitation of the software.&#10;&#10;One of the key things that stood out during the demonstrations was how easy the budget screen is to understand. For a UK construction business, handling CIS deductions correctly was a major consideration for us. In Xero, labour needs to be coded as CIS labour for HMRC purposes, but we also wanted to track labour costs against specific budget categories such as demolition, internal walls, groundworks, etc.&#10;&#10;Planyard allows us to do exactly that. The labour cost can be allocated to the correct project budget category, while on the Xero side it can still be coded as CIS labour for HMRC compliance, with the CIS tax deduction handled in Xero. This was a big win for us.&#10;&#10;Another feature I really appreciate is how Purchase Orders link directly to the committed cost column in the budget. This means that even before the invoice arrives, we already know how much of the budget has been committed and how much remains available for each element of the project.&#10;&#10;With Xero, raising a purchase order was easy, but it didn’t properly handle part-invoicing against a PO. We had to manually calculate and adjust the remaining balance ourselves. In Planyard, this is handled automatically, which saves a lot of time and eliminates errors.&#10;&#10;The RFQ feature is also heavily used and loved by our project manager. It allows us to compare quotes side by side and against the target budget. It even shows how much profit we would make depending on which supplier or subcontractor we choose before committing to the price.&#10;&#10;Once a preferred supplier is selected, the quote can be converted into a Purchase Order with one click, meaning there is no need to re-enter the same information twice.&#10;&#10;Another feature I find incredibly valuable is the ability to leave comments directly on budget lines. Team members can ask questions, leave notes, and reply within the system. This keeps all discussions tied to the specific cost line. Instead of long email threads where explanations get lost after a few weeks, everything remains documented and easily accessible.&#10;&#10;One of the biggest operational improvements for us has been reducing the number of spreadsheets that different stakeholders were maintaining separately. Previously, various team members had their own tracking spreadsheets, which often led to inconsistencies and confusion. With Planyard, everyone is now looking at the same set of data, but using it for different purposes — whether that’s QS budget control, project management decisions, or finance reporting.&#10;&#10;Creating payment applications in Planyard is also extremely straightforward. It automatically shows both the remaining budget on the cost side and the remaining amount that can be claimed from the client, which makes managing valuations and forecasting much clearer.&#10;&#10;Finally, I have to highlight the customer support team, which has been excellent. Whenever we get stuck, the response time is very quick, and we can usually arrange a follow-up meeting or call within a few days.&#10;&#10;We have also raised a few limitations we encountered while using the software. What has been refreshing is that the Planyard team genuinely listens to feedback and is actively developing additional features based on our needs.&#10;&#10;In a previous company, we implemented another system where the developers promised everything could be tailored to us. However, once we started rolling it out, we were left with workarounds and a messy setup that never truly fit our business.&#10;&#10;Our experience with Planyard has been the complete opposite. They promise improvements and actually deliver them. And when something is not fully there yet, they are clearly working hard to make it happen.
> 
> **Nachteile**: The Work Orders feature is still a bit clunky at the moment. However, the developers are actively working on improvements based on user feedback, so I’m confident it will become a much stronger feature in the near future.
> 
> Overall, Planyard has been a game changer for both our Quantity Surveying and Finance teams, and we are very happy with our decision to implement it.

-----

### "Planyard for UK construction" — 5.0/5

> **Sam** | *27. Februar 2025* | Bau | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: 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. &#10;&#10;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.&#10;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.
> 
> **Nachteile**: No real issues. Any queries we have had have generally been user error and the answers are in their FAQs or help guides.
> 
> 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.

-----

### "A good construction costing solution with a great customer support" — 4.0/5

> **Carlos** | *22. November 2021* | Tiefbau | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: 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.&#10;With recent developments and improved features, it´s easy now to place purchase orders, valuations and manage subcontractors.&#10;The invoices upload and approval are accurate and intuitive and as soon as approved the documents are automatically sent to Xero.&#10;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.
> 
> **Nachteile**: 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.
> 
> With Planyard we found a good solution for submitting quotes, evaluating and comparing prices, placing orders and tracking progress on screen and through reports.&#10;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.&#10;Planyard has become an important tool to manage our projects and to provide information in time to our company's board.

-----

### "Everything a QS needs without overcomplicating it" — 5.0/5

> **Daniel** | *1. März 2026* | Hausmeisterservice | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: Planyard gives me the processes of a massive ERP, but the whole setup took a few days just by myself. It links perfectly with Xero and simplifies our purchase orders without complicating anything. I used to work for a UK Tier 1 company and am familiar with complex ERPs that required five professionals just to process a purchase order. When I moved to an SME in Australia, I wanted the same budget processes, but not an ERP.
> 
> **Nachteile**: Because I started using planyard a few months through the financial year, I had to manually calculate and input our cost-to-date from our old Xero tracking categories. Fortunately, the system made this manual entry very simple. There is nothing really that I dislike, to be honest. It does exactly what it says on the tin.
> 
> Very good. I have frequent meetings with the developers and they are extremely responsive to requests for information and suggested upgrades to the system.

-----

### "A great construction costing solution" — 5.0/5

> **Paul** | *29. Juni 2021* | Buchhaltung | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: 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 \&amp; quicker cost control and sign off of variations from clients.  It keeps being updated with new useful features.
> 
> **Nachteile**: 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.
> 
> 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.

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