Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Real-Time Budget Monitoring
- Job & Job Phase Level
- Cost & Profit Forecasts
- Color-Coded Warnings
- Cash Flow Projections
- Subcontractor Billing
- Online Progress Reporting
- Accounting Integration
- Approval Workflows
- Invoice Collection
- Purchase Order Management
- Construction Estimating
- Bid Collection & Evaluation
- Contract Management
Pricing Info
Pricing Info
Planyard provides enterprise pricing plans for general contractor companies handling small, medium, or large-sized construction projects. Here are the details:
Small Project – $24/project/month
- Ideal for renovation projects
- Real-time budget monitoring
Cost & unit estimates locking - Team sharing & access control
- Color-coded warnings & errors
- Project profitability monitoring
- Cost management via mobile apps & Outlook add-ons
- Main invoice email
- Consolidated invoices management
- Duplicate invoice warnings
- Subcontractor & vendor categorization
- Company profiles
- Contact persons
- Xero, QuickBooks, & Directo integration
- Custom integrations
- API
Medium Project – $61/project/month
- Ideal for residential building, infrastructure, & engineering projects
- All features in Small Project Plan, Plus:
- Committed cost tracking for budget management
- Purchase ordering
- Committed cost tracking for purchase orders
- Purchase invoices
- Subcontracts registration
- Subcontract performance tracking
- Subcontract invoices
- Change orders
Large Project – $244/project/month
- Ideal for building, mall, and skyscraper projects
- All features in Medium Project Plan, Plus:
- Retainages & Pre-payments
- Subcontractor monitoring
- Bid collection
- Bid analysis & comparison
- Multi-round bidding
- Bid scenario analysis
- Online progress reporting
- Team review & approval
- Progress report invoices
- Vendor profile update
Ultimate – by quote
For general contractor companies with multiple project portfolios
Integrations
Integrations
Planyard integrates with the following
- Directo
- Quickbooks
- Xero
- Gmail
- Microsoft Outlook
- Microsoft Excel
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Hitachi ABB, Higgi Haus, Deprom
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Planyard is a construction budget management software that interconnects processes and information in one place for general contractor companies to improve cost control, team collaboration, and project profitability.
Company Email
info@planyard.com
Contact No.
Company's Address
Fizure OÜ
Teaduspargi 6/1, Tallinn,
Estonia 12618
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- DSO tracking and forecasting
- Automated email workflows
- Personalized payment reminders
- Customer self-service portal
- Autopay and payment processing
- Automatic cash application
- AI-suggested “Promise to Pay”
- Customizable dispute reasons
- API data export
Pricing Info
Upflow segments its pricing plans based on the company’s Annual Recurring Revenue (ARR).
Discover – Free
- For finance teams assessing AR health
- Includes deep analytics tools
- Data discovery capabilities
- Peer benchmarking
Grow – By quote
- Targeted at startups (0−10M ARR)
- Best practices implementation
- Cash flow insights
- Workflow automation
Scale – By quote
- Targeted at scale-ups (10M−50M ARR)
- Operational streamlining tools
- Scalable financial foundations
- Best-in-class financial practices
Strategic – By quote
- Targeted at enterprises ($50M+ ARR)
- Advanced customer behavior insights
- Strategic cash flow management
Relationship engagement tools
Integrations
Upflow emphasizes seamless connectivity with existing financial stacks to ensure data synchronization between collection activities and core ledgers.
- Accounting & ERP: QuickBooks, Xero, NetSuite, Sage Intacct.
- Billing & Subscriptions: Zuora, Chargebee, Stripe Billing.
- Payment Gateways: Stripe, GoCardless.
- CRM & Communication: HubSpot, Slack (for internal collaboration).
- Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
Company Email
sales@upflow.io
Company's Address
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Please keep in mind that while both Planyard and Upflow may have an excellent set of features every product could be designed for a different company size. If you are studying different apps you should give some attention to a company size they are catering to. Certain elements might scale up efficiently for big enterprises but if you have a small or mid-sized business it’s frequently better to refrain paying for complex functionalities that you might never use.
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