Give your central finance team a single source of truth while regional project managers execute locally – without ever leaving your core Xero workflow.
Standardise how every country tracks budgets, commitments, and subcontractor orders.
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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When your business expands internationally, central financial control usually breaks down. Project managers in different time zones inevitably build their own, disconnected spreadsheets to track regional costs.
“Project managers across different countries were each using their own separate tools—usually spreadsheets—making it very difficult for the finance team to understand exactly what was happening.”
— Sharon Brown, Financial Controller, Empower Renewables
While Xero handles localised bookkeeping perfectly, head office struggles to consolidate project data. Central finance teams end up chasing data, manually converting currencies, and guessing whether committed costs are actually accurate.
“There was a disconnect between our understanding of project costs and that of the project managers. They assumed that if the work was done, it had been invoiced and paid for, whereas we had no way of knowing if we were missing costs.”
— Sharon Brown, Financial Controller, Empower Renewables
Rolling out a new system globally is often met with resistance. Teams are used to their own ways of working, making it hard to enforce a standardized, company-wide process for tracking budgets, forecasts, and subcontractor orders.
Planyard bridges the gap between your international project managers and your central finance team, acting as your dedicated Xero cross-border construction software.
Ensure everyone across the entire business records project costs in the exact same way. Planyard acts as the single source of truth, dictating budget rules centrally while teams execute locally.
Keep core financial rules centralised at your head office
Replace local spreadsheets with one standardised tool
Keep project managers aligned on future cash flow needs
See committed costs vs actuals across any international subsidiary
Rolling out to multiple countries doesn’t have to be a headache. Planyard is intuitive enough that teams can learn it in hours, not weeks. Pilot the software at the first location, set up a best-practice template, and roll it out country-by-country.
Project managers understand it without heavy accounting training
Iron out workflows in a pilot country before scaling globally
Let international teams practice in a demo environment
Host cross-border calls so teams can learn from each other's queries
No credit card required. No sales or IT support needed.
When an invoice or subcontractor application is approved locally in Planyard, it syncs seamlessly to the correct regional Xero account. HQ gets real-time visibility without manual data entry.
Approved costs flow automatically to the specific country's Xero file
Site teams process the cost once, and finance gets clean data
Track multi-country portfolio health without manual conversions
Stop chasing missing invoices across different time zones
"My advice for a successful implementation is to set Planyard up with one country or subsidiary first. This helps you iron out any issues specific to your team's workflow, and then you can easily roll it out to the others."
"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."
Planyard keeps your international project tracking centralised, ensuring regional teams manage budgets uniformly while HQ gets clean, pre-approved data in Xero.
Cost Estimating
Estimating and Budget Control
Estimating, Cost Control and Purchase Orders Management
Full Functionality
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Xero is excellent for regional bookkeeping and accounting, but it lacks the consolidated, multi-entity project management layer required for complex cross-border construction tracking. Planyard integrates with Xero to provide this centralised oversight.
We recommend a “Pilot and Pivot” strategy used by our most successful global clients. Pilot the software in the first country to iron out workflows and create templates, then roll it out to other countries via centralised demo calls and sandbox environments.
Yes. Your project managers can work in one standardised Planyard environment, and upon approval, Planyard can automatically route invoices and financial data to the appropriate regional Xero organisation.
Yes, Planyard was explicitly designed to be intuitive for project managers and site teams, rather than requiring deep accounting knowledge. This makes cross-border adoption much faster than traditional ERPs.
No credit card required. No sales or IT support needed.
