yipla for Pharma & Biotech

From study timelines to full cost management on one connected platform

Pharma and biotech organisations lose control when budgets, purchase orders, timelines and invoices live in separate systems. yipla connects them all giving you activity-based cost control, real-time resource allocation, and a seamless quote-to-invoice workflow built for Life Sciences.

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Up and running in 1 week
Peppol certified
100% GDPR compliant
🔬 Life Sciences
yipla pharma dashboard STU_024 - Phase II Oncology ยท Budget vs Actuals 71% spent On track Budget used 67% Below plan Open POs 7 €82k committed To invoice €55k M3 milestone FTEs active 14 across 4 sites Budget by Activity CRO Services €88k FTE — Clinical €74k Lab & IMP €52k Overhead €30k Milestones M1 · Site activation M2 · First Patient In M3 · 50% Enrolment M4 · Last Patient Out M5 · Data lock & CSR
📊
Activity-based cost control Budget · POs · Milestones · Invoices
The first ever project management tool with fully integrated cost management designed for Pharma & Biotech companies
Built specifically for

yipla supports every type of pharma & biotech organisation

Whether you run a CRO, CMO, internal R&D department or medtech spinoff - yipla scales with the complexity of your project portfolio.

Pharmaceutical companies Biotech & Start-ups CROs & Contract Research
CMOs & Contract Manufacturing Medtech & IVD Academic research & Spinoffs
WHY YIPLA FOR LIFE SCIENCES

Six capabilities that change how you work

From activity-based budgeting to goods receipt matching - yipla closes the gaps that cost pharma & biotech organisations time, margin and control.

01

Activity-based cost & resource allocation

Build study budgets bottom-up by activity - FTE hours, CRO services, lab costs, IMP - and allocate resources to specific phases and tasks. Every committed cost is tied to a budget line, so you always know exactly where your money is going.

  • Budget by activity: FTE, CRO, lab, materials, overhead
  • Allocate resources per phase, site and task
  • Real-time actual vs. planned cost per activity
  • Capacity overview across all active studies
Budget - STU_024 by Activity Live
FTE - Clinical team
€142k
CRO services
€108k
Lab & IMP
€76k
Monitoring visits
€48k
Overhead
€30k
02

Integrated quote-to-invoice management

Start with a sponsor quote, convert it into a live project budget, replace budget lines with purchase orders as you progress, and generate milestone invoices automatically. Every step is connected - no re-entry, no version confusion, no missed billing.

  • Quote → project budget in one click
  • Budget lines replaced by POs as work progresses
  • Milestone invoices triggered by phase completion
  • Full audit trail from quote to final invoice
Quote → Invoice flow Connected
Sponsor quote (€374k)
Accepted
Project budget created
Approved
POs raised for CRO & lab
7 POs
M3 milestone reached
Invoice ready
5
Final invoice & close
Planned
03

Easy vendor management with kanban tasks linked to Gantt phases

Every task on your Kanban board is linked to a phase in the Gantt timeline. Move a card to "Done" and the Gantt updates. Delay a phase and all linked tasks - and their costs - shift accordingly.

  • Kanban cards tied to Gantt phases and milestones
  • Status changes reflected across both views instantly
  • Phase completion triggers budget and invoice events
  • One-click from Kanban card to linked PO or cost line
Kanban - Phase 3: Patient dosing Gantt linked
To do
Site audit UZ Gent
Ph.3 · W28
IMP shipment check
Ph.3 · W29
In progress
Patient screening #12
Ph.3 · W27
CRF data entry
Ph.3 · W27
Done
Site activation #4
Ph.2 · W24
Protocol v2.1 review
Ph.2 · W25
04

Budget always linked to quote & invoices

The budget is not a static spreadsheet - it is a live document connected to your sponsor quote and outgoing invoices. Protocol amendments update the budget and automatically adjust the quote. Invoice values are pulled directly from budget actuals.

  • Budget derived from and locked to the accepted quote
  • Protocol amendments update budget with one approval step
  • Invoice amounts validated against budget actuals
  • Out-of-scope costs flagged and billed separately
Budget ↔ Quote ↔ Invoice Reconciled
Milestone
Quoted
Invoiced
Site activation
€48.000
€48.000 ✓
First Patient In
€32.000
€32.000 ✓
50% Enrolment
€55.000
Pending →
Amendment #2 (OOS)
+€12.000
05

Always correct dates on planned & committed costs

When a phase shifts, every committed cost tied to that phase shifts with it - automatically. No more manual updates to planned CRO fees or lab costs. Your financial planning always reflects your latest schedule, not last month's Gantt.

  • Committed costs tied to Gantt phases, not fixed dates
  • Phase delay auto-reschedules all linked costs
  • Cash flow forecast always current without manual effort
  • Finance sees accurate accruals without chasing the project team
Committed costs - auto-updated Phase +3w
CRO monitoring
€28k · W28–32
Lab analysis
€19k · W30–33
IMP supply
€41k · W31–34
Site fees
€22k · W33–37
↻ All dates updated when Phase 3 moved W25 → W28
06

Goods received on time, booked in the correct month

Track every purchase order through to goods receipt. When a delivery is confirmed, the cost is booked in the month it was actually received - not when the PO was raised or the invoice arrived. Accruals are accurate. Month-end surprises disappear.

  • PO matched to goods receipt and supplier invoice (3-way match)
  • Cost booked in the month of actual delivery
  • Overdue deliveries flagged automatically
  • Accrual report generated instantly for finance
Goods receipts — June 2026 Month-end ready
Item
Expected
Received
CRO monitoring batch 3
Jun 5
Jun 4 ✓
Lab reagents Q2
Jun 12
Jun 11 ✓
IMP shipment #6
Jun 18
Jun 24 ⚠
Site fees — 4 sites
Jun 30
Jun 29 ✓
3 of 4 on timeBooked June: €99.100
THE DAILY REALITY IN PHARMA & BIOTECH

Do you recognise these challenges?

These are the operational pain points yipla solves for pharma and biotech project teams every day.

🧪

Study budgets that are always wrong

Manually combining FTE costs, CRO rates, lab materials and indirect costs in Excel - and still ending up with budgets that don't reflect what was actually spent.

🔄

Protocol amendments that destroy your budget

Scope changes agreed verbally, budget impact calculated days later, re-billed to sponsor weeks after. Margin erodes before anyone notices.

📅

Financial plans that don't match the Gantt

The project team updates the schedule; finance keeps planning against the old one. Committed costs sit on the wrong month. Accruals are wrong at every month-end.

📦

Deliveries booked in the wrong period

Goods received in June but booked in July when the invoice arrives. Month-end closes are always delayed while someone chases receipts across email threads.

🧾

Milestone invoices built from spreadsheets

Finance manually compiles invoice amounts from project updates, often with errors. Sponsors dispute amounts. Cash collection is delayed by weeks.

🧑‍🔬

Resources allocated across tools that don't talk

CRAs and researchers scheduled in one system, time logged in another, costs tracked in a third. Nobody has a complete picture of capacity or actual cost per study.

Replace budget lines with purchase orders as you progress

At the start of a study, your budget is a plan. As work progresses, planned costs are replaced by actual purchase orders - locked amounts with real suppliers, real dates and real delivery terms. Your budget evolves with your project, not against it.

  • Planned cost lines become POs with one click as work starts
  • POs carry supplier, amount, expected delivery date and cost category
  • Budget vs. PO vs. actual invoice reconciled automatically
  • Remaining uncommitted budget always visible to the PM
Budget → PO replacement — CRO services Phase 3
Activity
Status
Amount
Site activation (4 sites)
PO raised
€48.000
Monitoring visits batch 1
PO raised
€28.400
Monitoring visits batch 2
In progress
€24.800
Close-out visit
Planned
€12.000
Committed via PO €76.400 / €113.200

Kanban tasks and Gantt phases - always in sync

Project managers work in the Gantt. Lab teams and CRAs work in Kanban. In yipla, both views draw from the same data. A task completed in Kanban marks progress in the Gantt. A phase delayed in the Gantt reschedules all linked Kanban cards - and all linked costs.

  • Every Kanban task linked to a Gantt phase and a budget line
  • Phase progress drives automatic cost accrual
  • Delay in one phase cascades to dependent tasks and costs
  • One click from Kanban card to the linked PO or cost line
Phase 3 — Gantt & Kanban sync Live
Ph.1 Setup
Done
Ph.2 Screening
Done
Ph.3 Dosing
Active ↔ KB
Ph.4 Follow-up
Planned
Kanban — Ph.3 tasks
To do
Dosing visit #8
W29
In progress
CRF completion
W27
Done
Dosing visit #7
W26

Cash flow forecast that updates itself

When your Gantt changes, your financial forecast changes with it. All committed costs - CRO fees, monitoring costs, lab fees - are tied to phases, not hardcoded dates. Finance gets a cash flow view that's always current, without chasing the project team for updates.

  • All committed costs linked to Gantt phases with automatic date inheritance
  • Phase shift re-dates all linked costs automatically
  • Monthly accrual report generated without manual input
  • Goods receipt date determines the accounting period - always
Cash flow forecast Auto-updated
Cost
Month
Amount
CRO batch 3
Jun 2026
€28.400
Lab analysis
Jun 2026
€19.200
IMP shipment #6
Jul 2026 ⚠
€41.500
Site fees Q3
Jul 2026
€22.000
CRO batch 4
Aug 2026
€31.600
⚠ IMP shipment moved Jun → Jul after Phase 3 delay (W25→W28)
Seamlessly integrated with the tools you already use
Exact OnlineYuki PeppolBillit SharePointMicrosoft 365 OnedriveGoogle Drive
Peppol The future is open
✓ Peppol Certified

yipla is fully Peppol-compliant

Send milestone invoices and cost-reimbursement invoices directly via the Peppol network - including to public sector clients and research funders. No extra software, fully compliant with Belgian and European e-invoicing regulations.

Ready to take control of your study financials?

Join pharma and biotech organisations managing their studies, resources and sponsor invoicing with yipla. No credit card, no long-term contract.