يتكامل Planyard بسلاسة مع Xero، حيث ينقل الفواتير والتكاليف المعتمدة مع السياق الكامل، بما في ذلك الحسابات المحاسبية وفئات التتبع، لضمان سجلات مالية دقيقة ومنظمة.
Customers testimonials
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"We had to get our accountant on board and interface it with Xero, so invoices hit the right job number. Now an invoice gets uploaded in Planyard, I sign it off, and it drops into my Xero payment schedule in three or four weeks - it’s perfect."
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"All of the financial data and invoices are sent automatically to Xero and emailed to my bookkeeper, who then has all the information she needs to record it correctly in our accounts. It’s sort of job done, as simple as that."
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"When I have been working on cloud accounting like Xero and Quickbooks they don’t have a specific construction-based costing tool. You have project management costing tools but they are not aimed at the level of what construction companies need so I came across Planyard and I was like finally there is something that solves the problem."
"Xero does have a purchase order system, but it wasn't geared towards a construction business or the way we actually operate."
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"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."
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Trusted by construction companies globally
Contractor success stories
"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
"Planyard takes your project budget and puts it very clearly on screen, allowing you to account for all your costs, invoices, and receipts as you process them before they even reach the accounting department. This gives you a live, real-time picture of exactly where your project budget stands at any given point."
"Team members can jump into the system and immediately see exactly where a project stands without getting confused. It’s so self-explanatory and user-friendly that I don’t have to spend weeks training everyone in the company on how to use it; they can just get to work."
"If I were still relying solely on Excel to track and present the financial positions of our projects, I would be losing significant time every single month. By implementing the streamlined processes that Planyard supports, I’m saving at least three to four days of work every month that would have otherwise been spent on manual data entry and reconciliation."
"Using Planyard gives me a lot more certainty that the figures we are looking at are accurate and reflect the true status of the budget."
"It’s a fantastic visualizer; you can jump onto Planyard at any point and instantly see exactly how the job is performing straight away."
الأسئلة المتداولة
لقد قمنا بتغطية أسئلتك. إذا لم تتمكن من العثور على الإجابة أدناه، فلا تتردد في الاتصال بنا عبر الدردشة.
- يلغي إدخال البيانات المكرر عن طريق مزامنة التكاليف والموافقات تلقائيًا.
- يبسط سير العمل المحاسبي عن طريق ربط ميزانيات المشاريع بحسابات Xero.
- يوفر تحديثات في الوقت الفعلي للفواتير والمدفوعات، مما يقلل من الجهد اليدوي.
نعم، يوفر Planyard أدوات تتبع وتوقعات ربحية مفصلة، مما يكمل ميزات المحاسبة في Xero من خلال تقديم رؤى مالية خاصة بالمشروع.
يضمن Planyard إرسال التكاليف المعتمدة فقط إلى Xero، مما يقلل من الأخطاء ويحافظ على الاتساق بين ميزانيات المشاريع والبيانات المحاسبية.
من خلال الجمع بين ميزات إدارة المالية للمشاريع في Planyard وقدرات المحاسبة في Xero، يمكن لشركات البناء تحقيق سير عمل مبسط، ودقة في الوقت الفعلي، وإشراف مالي أفضل.
حمّل ميزانية مشروعك وتابع التقدم المالي في الوقت الفعلي
لا حاجة لبطاقة ائتمان. لا حاجة لدعم مبيعات أو تقنية المعلومات.