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By Planyard
4.75 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.
out of 5
Reviewed by
Xero users
Listed for
2 years
September 2021
Key functions
Invoicing and jobs
Bills and expenses


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.

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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
4 Reviews

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Most recent reviews

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 :)
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.
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.

Additional info

Shared data

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


Invoicing and jobsBills and expenses


Construction and tradesAccounting

App details

By Planyard
Added in 2021


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


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


Setup walkthroughContact

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.