Ring-fence your project risk without multiplying your administrative workload.
Manage multiple Special Purpose Vehicles (SPVs) from one platform and get a unified view of your true margins in real-time.
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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Creating a Special Purpose Vehicle (SPV) is best practice for risk management, but a nightmare for accounting. Every new SPV requires a separate Xero organisation, suddenly fragmenting your project data across multiple company files.
“We use Xero to manage the company’s bookkeeping and finances, but it doesn’t provide the detailed project information we need to manage our projects effectively.”
— Sharon Brown, Financial Controller, Empower Renewables
To see your true portfolio margin or combined company cash flow, your finance team is forced to manually export and consolidate spreadsheets. This disjointed process drastically increases the risk of missing critical costs.
“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
“When you look at your margin without using Planyard, you might think you’re making 21%. But are you really if things have been missed and you can’t see them? Planyard lets you see a true margin all the time.”
— Lee Covington, Owner, E&N Group
Planyard is the best Xero add-on for real estate developer construction cost management, letting you run your entire portfolio of SPVs from a single login.
Get a unified, consolidated view of your entire development portfolio. See combined committed costs, actuals, and forecasted margins across all SPVs at a glance without ever touching Excel.
Project managers track costs for all SPVs in one standardised dashboard
Know exactly where every development stands against its budget
See exactly what is owed across the entire company over the next 12 months
If it isn't in Planyard, it isn't a committed cost
When an invoice or subcontractor bill is approved in Planyard, our system automatically routes the financial data to the correct, separate SPV Xero account. No more logging in and out of different organisations.
Connect as many Xero organisations to Planyard as you need
Approved costs flow into the correct Xero file as draft bills
Cut the administrative overhead of managing multiple Xero accounts
Every SPV's books are perfectly balanced and reconciled
No credit card required. No sales or IT support needed.
When you start a new development and incorporate a new SPV, you don’t have to reinvent the wheel. Just connect the new Xero organisation, copy your existing cost codes and project templates, and hit the ground running.
Standardize your WBS and cost codes across every new SPV
Link a new Xero account in just a few clicks
Because the tool is standardized, new QS hires can be up and running in weeks
Built to handle growing portfolios effortlessly
"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."
Manage as many SPVs and Xero entities as you need from one unified Planyard interface. Give your finance team total portfolio control.
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.
A Special Purpose Vehicle (SPV) is a separate legal entity created specifically to isolate financial risk for a single real estate development or large construction project. Because it is a separate entity, it typically requires its own accounting file (like a dedicated Xero organisation).
Yes. Planyard acts as the central hub for your project managers. They manage all projects in one dashboard, and Planyard intelligently pushes approved invoices and financial data out to the respective, separate Xero accounts connected to each project.
No. That is the biggest benefit of using Planyard for SPV management. Your team logs into Planyard once, views their entire portfolio of projects, and the software handles the complex multi-entity routing in the background.
Absolutely. Planyard is widely considered one of the best Xero add-ons for real estate developer construction cost management because it provides the detailed, multi-entity portfolio tracking that Xero natively lacks.
No credit card required. No sales or IT support needed.
