Are you looking for construction job costing software that integrates seamlessly with Xero? Our Xero job costing integration simplifies the entire process!
Using Planyard, integrate your construction job costing seamlessly with Xero. Streamline your budgeting, invoicing, and cost-tracking processes for enhanced project management and automatically forward all relevant information to accounting.
Free 14-day full-featured trial. Full access. No credit card required.
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"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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Set up your budget in Planyard with cost headings, subheadings, and line items. Customize cost codes and names to fit your project needs, allowing for detailed category and line-item tracking. This provides clear visibility into project expenses.
Leverage Planyard’s Xero job costing integration workflows for subcontractor, invoice, and purchase order management to track all committed and approved project costs and see exactly where each expense is allocated.
Automatically collect invoices in Planyard and extract key information such as invoice date, number, and due date. If a corresponding purchase order or subcontract exists, invoices are automatically linked. Allocate the costs to the appropriate cost headings and line items, then approve them.
Once approved, the budget, subcontract, or purchase order is updated, and cost documents are forwarded to Xero.
No credit card required. No sales or IT support needed.
Planyard receives all available accounts from Xero, ensuring that cost documentation pushed to Xero contains the correct account information. This integration helps maintain accurate financial records and streamlines your accounting processes.
The accountant receives the invoice and can approve and pay the expense with a single click. This workflow ensures invoices are paid precisely as agreed with the supplier, leveraging the project team’s expertise to confirm the correct amounts.
Planyard imports tracking categories from Xero, allowing you to add these categories to your projects. The integration accurately categorizes all project costs, making tracking and analyzing expenses across multiple projects easier.
No credit card required. No sales or IT support needed.
Planyard imports all contacts from Xero and stores them in the contacts database.
These contacts can be utilized for invoices, purchase orders, subcontracts, and more, ensuring seamless integration and management of all project communications.
Planyard’s detailed job cost breakdown lets you see precisely what each cost consists of. Planyard simplifies profitability tracking and reveals why some jobs were unprofitable.
Additionally, you can make more accurate estimates for new projects by analyzing the budget items and costs of the portfolio projects. You can quickly review job costs across all your previous projects for better planning.
"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."
"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."
"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."
No credit card required. No sales or IT support needed.
