Connect your cost tracking directly with your accounting with the Planyard Xero integration. Manage project finances with simple workflows in Planyard and automatically receive pre-approved bills to pay in Xero. No spreadsheets. No double entry.
Planyard is built to streamline financial management at the site level while improving workflows for accountants and bookkeepers.
Planyard replaces spreadsheets by centralizing everything from budget tracking and invoice approvals to purchase orders, subcontracts, and change orders—all in one place, fully connected to your project budget.
See actual and committed costs as they happen. No waiting for reports.
Handle POs, subcontracts, and change orders with repeatable processes.
Review and approve costs directly against budget lines, POs, and contracts.
No more chasing files or updating spreadsheets manually.
Planyard eliminates manual invoice entry and coding work by sending approved costs straight to Xero, complete with account codes, supplier information, and the original invoice file.
Purchase invoices are processed once in Planyard and pushed to Xero automatically.
Accounts and tracking categories are applied based on your Xero setup.
All required data is reviewed and approved before reaching accounting.
Invoices include all documentation and land fully coded in Xero.
No IT setup. No back-and-forth. Just log in, connect your Xero account, and start syncing. From that moment, your approved costs flow straight to Xero—ready to pay, no spreadsheets needed.
Use your Xero login credentials to connect Planyard.
Process costs in Planyard using simple, standardized workflows.
Once processed, cost documents are automatically forwarded to Xero as pre-approved bills to pay.
Enjoy a streamlined workflow, no spreadsheets, no duplicate entry, just connected cost control from site to finance.
See how the integration works in this quick two-minute walkthrough.
Planyard pulls in your chart of accounts from Xero so you can link them directly to your budget. Once mapped, every processed cost is sent to the correct account in Xero—without lifting a finger.
All accounts from Xero are imported the moment you connect the integration.
Easily link each budget line in Planyard to the right account code from Xero.
When a cost is processed, it’s matched to the correct account based on the budget item.
Each bill lands in Xero with the right account already applied—accurate from day one.
Planyard automatically pulls tracking categories and contacts from Xero, so everything stays in sync. You can tag projects with the correct categories and rely on having your full contact list available in Planyard—no manual updates needed.
Planyard pulls in all your contacts and tracking categories automatically the moment you connect—so you’re ready to go with no setup work.
Since contacts exist in both systems, costs forwarded to Xero are already linked to the correct supplier.
As costs are processed in Planyard, they are automatically tagged with the appropriate tracking category, ensuring consistency in Xero.
Keep your data consistent across tools without re-entering or syncing manually.
No credit card required. No sales or IT support needed.
Planyard tracks all costs as net values, but by carrying the correct account and supplier data into Xero, we streamline how taxes like VAT, GST, and CIS are applied. Xero takes care of tax rules—Planyard ensures the right info is there from the start.
All cost data entered and processed in Planyard is handled without tax—giving you a clear net view at project level.
Planyard carries the correct account code into Xero, where VAT or GST rates are automatically applied based on your setup.
CIS schemes configured in Xero are auto-applied when costs are forwarded—because the supplier and account are already matched.
Costs land in Xero fully ready for financial reporting, with tax codes and deductions correctly applied in the background.
The Planyard Xero integration streamlines how construction costs are tracked and booked. No more emailing invoices back and forth. No more re-entering data. Just one connected workflow from project team to accounting—saving time and keeping your books clean.
Enjoy flexible pricing, comprehensive tools, and a seamless transition as your construction projects and teams expand.
Cost estimating
Estimating and budget control
Estimating, cost control and purchase orders management
Full functionality
No credit card required. No sales or IT support needed.