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Planyard

By Planyard
4.8 out of 5 stars
Ditch the spreadsheets. Track your construction project budget and project profitability on Planyard. Use the integration to send pre-approved invoices to Xero and eliminate the need for duplicate data entry.
Rated
4.8
out of 5
Reviewed by
5
Xero users
Listed for
3 years
September 2021
Key functions
Invoicing and jobs
Bills and expenses

Planyard can help your business

Overview

Planyard makes construction accounting easy for all stakeholders and lets everyone track project budget and profitability projections in real-time.

Ditch the spreadsheets and ensure compliance by standardizing processes all the way from bidding to contract management, progress reporting, and invoicing. Get rid of manual double work and save time for project managers and accountants.

Planyard
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Planyard + Xero

The Xero integration for Planyard is mainly used to send project manager approved bills from subcontractors or vendors to accounting. The data that is sent to accounting includes the original cost documents (picture of a receipt from your phone, invoice PDF from the vendor, delivery note, etc) and the corresponding totals approved in Planyard.

If you have assigned accounting accounts to your budget items, then the line item totals will be grouped and added up on the accounting account level so that the accountant has one step less to do. If you want to assign the accounting accounts to the budget line-items already in Planyard, see how to do it here.

If you have a working connection to Xero, then every time a user in your organization logs in, the following data is fetched from Xero and also created in Planyard:

  • Chart of Accounts
  • Contacts

When you create a contact in Planyard, it will also be sent to Xero so that the two systems are up to date.

Reviews & ratings

4.8 out of 5 stars
5 Reviews

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Most recent reviews

SJ
Sam Jarman
Posted 27 Feb 2025
5 out of 5 stars

Planyard + Xero = no more surprises

Without real-time cost tracking, it’s easy to mistake being busy for being profitable. We needed a system that told us which projects were actually making money before it was too late. With Planyard’s seamless integration with Xero, every purchase order, subcontractor payment, and invoice flows directly into our accounting system—giving us instant financial clarity without manual data entry or reconciliation headaches.
SB
Sharon Brown
Posted 7 Mar 2024
5 out of 5 stars

Intuitive Planning - a perfect partner to Xero

We love how simple, intuitive and powerful Xero is but were having difficulty finding a project management add on that was equally intuitive and powerful, until we discovered Planyard. Planyard has transformed how we view our projects and ensures the finance team, project managers and the subcontractors have a clear view of the project finances. The support is exceptional and Planyard team are always available to give us a hand or listen to suggestions for new features. The Xero integration is extremely fast and reliable :)
GW
Graham Willcox
Posted 19 May 2023
4 out of 5 stars

Planyard: the easy life

What do you like best about Planyard? Keeps everything in one place, especially with its interface with Xero. Ease of input. What problems is Planyard solving and how is that benefiting you? Tracking of costs against budgets for projects at a moment's glance.

Additional info

Shared data

Xero
Planyard
Invoicesshared from Planyard to Xero
Contactsshared from Xero to Planyard and from Planyard to Xero
Accountsshared from Xero to Planyard

Functions

Invoicing and jobsBills and expenses

Industries

Construction and tradesAccounting

App details

By Planyard
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

Czech, Dutch, English, Estonian, Finnish, French, German, Greek, Latvian, Norwegian Nynorsk, Portuguese, Spanish, Swedish

Support

Setup walkthroughContact supportsupport@planyard.com

Get started with Planyard

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