Sage Accounting Construction Integration

Looking for software that helps you track construction costs and integrates with Sage Accounting?

Track your construction project budget and project profitability on Planyard. Our Sage construction integration sends pre-approved invoices to Sage and eliminates the need for duplicate data entry.

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Manage Procurement and Follow Your Project Costs in Planyard

Upload your estimated budget to Planyard and track your project costs using our construction budgeting tool. Every time you approve costs, the budget updates automatically. This ensures that project profitability is always current without any manual work.

Send out your invitation to tender to subcontractors just like you would via email. Enter the RFT name, description of the tender, upload technical specifications, and select the related budget lines. Planyard will send out automatic invitations to tender with a link, where your suppliers can upload their bids themselves.

Product picture of invoice processing an invoice within Planyard.

The Quantity Surveyor Approves the Costs in Planyard When They Receive Them

After you have signed a contract with the subcontractor or sent out the purchase order, it’s time to approve costs. Forward invoices to Planyard via our mobile apps, via our email client integrations, or via your unique purchase ledger email address.

When the quantity surveyor is back in the office, they can select the budget lines the cost is connected to and approve the cost. As soon as they approve the cost, the budget, the subcontract, and the purchase order update automatically.

Upload your project budget and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

Start a 14-day trial Request a demo

Approved Construction Invoice is Automatically Sent to Sage Accounting

As soon as you approve your invoice, it gets automatically sent to Sage. The quantities and price from Planyard will be sent to Sage together with the original invoice document.

When the accountant receives the invoice, they only need one click to approve the invoice and pay out the expense. This workflow ensures that no invoices get paid out above what was initially agreed with the supplier. This is because the project team knows best whether an invoice is in the correct amount or not.

Connect Your Budget Line-Items with Your Sage Accounting Chart of Accounts

You can optionally connect your budget line-items with the right accounting accounts on Planyard. This eliminates the need for manually selecting the corresponding accounting accounts on Sage.

This means that the accountant and quantity surveyor have one less step to worry about. Accountants won’t have to chase quantity surveyors for details about the expense. Such as which line-item, cost code, and project it’s related to. The quantity surveyor already filled it in on the pre-approved invoice.

Upload your project budget and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

Start a 14-day trial Request a demo

All of your Sage and Planyard contacts are in sync

When you have connected Sage and Planyard, all of your contacts will be loaded into Planyard. This syncing happens every time you log onto Planyard, so you can be sure that you always have the same contacts in both systems.

When you create a contact in Planyard, it will be pushed to Sage as soon as you approve a cost. So it doesn’t matter from which software you create the contacts.

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."

"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."

Jason Escobar

Project Manager, Oxenfrod, Australia

"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."

Claire Hill

Quantity Surveyor, Bolton, UK

"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."

Jordan Cohen

Project Director & Partner, Florida, US

Trusted by construction companies globally

Frequently asked questions

We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.

What is the Sage integration in Planyard?

Planyard’s integration with Sage accounting software connects your construction project management platform with Sage, streamlining the data flow between project budgets and costs with your accounting.

What are the benefits of integrating Planyard with Sage?

Automates the transfer of approved costs and invoices.
Eliminates manual data entry and reduces errors.
Provides real-time financial updates.
Enhances collaboration between project teams and accounting departments.

What types of Sage software does Planyard integrate with?

Planyard integrates with the cloud-based Sage Accounting version.

What kind of data is synced between Planyard and Sage?

Planyard sends the following info to Sage:

Cost document with assigned accounting accounts and vendor info.
Original invoice documents.
Additional reports – subcontract order or purchase order – from Planyard.

Sage sends the following info to Planyard:

Vendors created on either Planyard or Sage.
Chart of accounts so that they can be pre-selected in Planyard.

Can I link Planyard budget categories to Sage accounts?

Yes, you can map budget line items and categories in Planyard to specific accounts in Sage to ensure accurate data synchronization.

Does the integration work in real time?

Yes, approved cost documents and additional data are synced to Sage Accounting as soon as they get approved on Planyard, ensuring up-to-date accounting records.

How does the integration save time for construction companies?

The integration saves time by:

Automating repetitive data entry tasks.
Ensuring accurate and up-to-date records.
Streamlining workflows between project management and accounting.

Is the Sage integration suitable for multi-project management?

Yes, the integration supports multi-project environments, allowing you to track and manage financial data for multiple projects seamlessly.

Does the integration support invoice attachments?

Yes, Planyard syncs original invoice documents along with their details to Sage Accounting for accurate and complete records. In addition, a detailed report for the affected line items also gets sent to Sage.

How secure is the integration?

Planyard ensures secure data transfer between platforms, adhering to industry best practices for encryption and authentication.

Can I disconnect the integration if needed?

Yes, you can disconnect the integration at any time from the “Integrations” settings in Planyard. Your existing data in both systems will remain intact.

Does the integration support multi-currency transactions?

Yes, the integration supports multi-currency transactions, ensuring compatibility with international projects.

What should I do if I encounter issues with the integration?

If you experience any issues during setup or use, Planyard’s customer support team is available to help. Contact support via the help centre or email.

How do I set up the Sage integration in Planyard?

To set up the integration:

Log in to your Planyard account and go to the “Integrations” section.
Select the Sage integration option and follow the prompts to connect your Sage account.
Map Planyard categories to Sage accounts and start syncing data.
Test the integration.

How can I get started with the Sage Accounting integration?

Visit the Sage Accounting Integration page to learn more, and follow the instructions to set up the integration in your Planyard account.