You’re on the United States site
Select a region

Planyard

By Planyard
4.67 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
4.7
out of 5
Reviewed by
3
Xero users
Listed for
2 years
September 2021
Key functions
Invoicing and jobs
Bills and expenses

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
Play Video
, opens in a dialog

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

4.7 out of 5 stars
3 Reviews

Sort and filter

Rating
Sort

Most recent reviews

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.
PH
Paul Howarth
Posted 4 May 2022
5 out of 5 stars

Great solution for the construction industry

I have been working on cloud accounting tools like Xero which are excellent, but they don’t have a specific construction-based costing tool, until now. Construction companies rely on expensive quantity surveyors and project managers to do a lot of data input on packages such as Excel which takes them away from focusing on value-added activities and driving the profit growth. When I came across Planyard, I was relieved that there was finally a solution to this problem. Quotes, subcontract orders, purchase orders, invoices, progress bills, etc are put on the system and it’s linked directly to the budget, CVRs, subcontractors, and the suppliers. This is making people’s lives a lot easier. Data is at hand, it’s automated and it gets everyone away from the out-dated requirement to fill out spreadsheets. Its simply making my clients more profitable.
IH
Ian Holford
Posted 20 Feb 2022
5 out of 5 stars

Construction Budgeting Simplified - Seamless Xero Integration

I wanted to escape the spreadsheets, escape the manual data entry, and look for ways to stay on top of the budget numbers. It’s challenging within a development company to keep on top of your numbers. So I came across Planyard in a search to improve the budget management processes and, to make my own life easier. Planyard does that, and it takes your project budget and puts it very clearly on screen for you so you have a live real-time picture of where your project budget is at any given point. It then feeds all your entered data in the form of invoices/receipts etc straight into Xero saving a whole load of bookkeeping work and ensuring your accounts are in harmony with your budgets and spending. Fantastic, responsive dev team. Highly recommend.

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

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.