Built for site-level financial management
Planyard replaces spreadsheets by centralising everything from budget tracking and invoice approvals to purchase orders, subcontracts, and variations—all in one place, fully connected to your project budget.
Streamlines workflows for project teams and accountants
Planyard is built to streamline financial management at the site level while improving workflows for accountants and bookkeepers.
Track budgets in real time
See actual and committed costs as they happen. No waiting for reports.
Standardise financial workflows
Handle POs, subcontracts, and variations with repeatable processes.
Approve costs with full context
Review and approve costs directly against budget lines, POs, and contracts.
Reduce admin work
No more chasing files or updating spreadsheets manually.
Clean, coded costs sent straight to Xero
Planyard eliminates manual invoice entry and coding work by sending approved costs straight to Xero, complete with account codes, supplier information, and the original invoice file.
Zero manual entry
Purchase invoices are processed once in Planyard and pushed to Xero automatically.
Always coded correctly
Accounts and tracking categories are applied based on your Xero setup.
No need to chase project teams
All required data is reviewed and approved before reaching accounting.
Ready for reconciliation
Invoices include all documentation and land fully coded in Xero.
Connect in seconds
No IT setup. No back-and-forth. Just log in, connect your Xero account, and start syncing. From that moment, your approved costs flow straight to Xero—ready to pay, no spreadsheets needed.
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Use your Xero login credentials to connect Planyard.
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Process costs in Planyard using simple, standardised workflows.
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Once processed, cost documents are automatically forwarded to Xero as pre-approved bills to pay.
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Enjoy a streamlined workflow, no spreadsheets, no duplicate entry, just connected cost control from site to finance.
Curious to see it in action?
See how the integration works in this quick two-minute walkthrough.
Accounts are handled automatically
Planyard pulls in your chart of accounts from Xero so you can link them directly to your budget. Once mapped, every processed cost is sent to the correct account in Xero—without lifting a finger.
Chart of accounts pulled from Xero
All accounts from Xero are imported the moment you connect the integration.
Map budget items to accounts
Easily link each budget line in Planyard to the right account code from Xero.
Costs are auto-categorised
When a cost is processed, it’s matched to the correct account based on the budget item.
No manual coding in Xero
Each bill lands in Xero with the right account already applied—accurate from day one.
Tracking categories & contacts, fully automated
Planyard automatically pulls tracking categories and contacts from Xero, so everything stays in sync. You can tag projects with the correct categories and rely on having your full contact list available in Planyard—no manual updates needed.
Instant data import from Xero
Planyard pulls in all your contacts and tracking categories automatically the moment you connect—so you’re ready to go with no setup work.
Suppliers are always matched
Since contacts exist in both systems, costs forwarded to Xero are already linked to the correct supplier.
Consistent tagging of costs
As costs are processed in Planyard, they are automatically tagged with the appropriate tracking category, ensuring consistency in Xero.
No manual updates
Keep your data consistent across tools without re-entering or syncing manually.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Smart handling of taxes and schemes
Planyard tracks all costs as net values, but by carrying the correct account and supplier data into Xero, we streamline how taxes like VAT and CIS are applied. Xero takes care of tax rules—Planyard ensures the right info is there from the start.
Track net costs in Planyard
All cost data entered and processed in Planyard is handled without tax—giving you a clear net view at project level.
VAT via Xero accounts
Planyard carries the correct account code into Xero, where VAT rates are automatically applied based on your setup.
CIS applied to the right suppliers
CIS schemes configured in Xero are auto-applied when costs are forwarded—because the supplier and account are already matched.
No tax guesswork
Costs land in Xero fully ready for financial reporting, with tax codes and deductions correctly applied in the background.