Profitability insights
See which projects are on target and which need attention. Live variance and EAC show impact before it hits margin.
Construction Forecasting SoftwareXero for Construction
Xero is great for accounting, but it wasn’t built for job costing. Planyard fills the gap with real-time cost tracking, automated purchase orders, and seamless invoice approvals — so only clean, error-free data lands in Xero.
- Approval-only sync keeps ledgers clean
- 3-way match blocks bad invoices before accounting
- Real-time project costs and forecasts
Free 14-day full-featured trial. No credit card required.
Solutions for Contractors on Xero
Pick a starting point: add the controls Xero misses — job costing, estimating, approvals, CIS, and more.
See real-time job visibility with Planyard + Xero
Watch a 2-minute tour: capture invoices, auto-link to POs, route approvals, and sync clean, fully coded bills to Xero—no re-typing.
Process: Capture → PO link → Approve → Sync
Site and QS teams work in Planyard; Finance stays in Xero. You get one controlled flow from invoice capture to payment-ready bills—so ledgers stay clean and job reports stay accurate.
Capture
OCR turns PDFs and photos into structured data (no re-typing); duplicates are flagged before review.
Integrate Xero & Planyard Construction SoftwareUpload your project budget and track the financial progress in real-time
No credit card required. No sales or IT support needed.
Auto-link to PO
Invoices auto-pair to the correct PO and delivery/valuation; price and quantity variances are highlighted.
Xero Construction Purchase Order Software
Approve
Project-configured routes (e.g., Site → QS → Finance) based on rules in each project.
Learn more about approvalsUpload your project budget and track the financial progress in real-time
No credit card required. No sales or IT support needed.
Sync to Xero
Only approved, fully coded bills post with vendor, COA, tracking category, tax/currency, and the invoice PDF attached.
Planyard and Xero Integration Simplifies Job CostingTrusted by construction companies globally
Read success stories from our customers
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"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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"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."
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"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."
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"If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you."
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Related resources
- Xero Job Costing for Construction — Prevent overruns with live variance and 3-way match.
- Xero Integration for Contractors — Capture → match → approve → sync cleanly to Xero.
- Is Xero good for construction accounting? — What Xero handles vs what needs project-side controls; practical pros/cons for contractors.
- Can Xero do job costing? — Where Xero’s built-ins stop, and when to add approvals, 3-way match and live variance.
- Xero Projects & alternatives for construction financial management — Compare Xero Projects with other approaches; when you need tighter job-cost control.
- Xero construction purchase order software — Raise POs against budgets, 3-way match to delivery/invoice, and sync approved bills to Xero.
- Planyard support – Xero — Everything regarding Xero in our support center.