Xero 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
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Ratings
Logos of Planyard and Xero construction job costing integration

Solutions for Contractors on Xero

Pick a starting point: add the controls Xero misses — job costing, estimating, approvals, CIS, and more.

Estimating

Stop rebuilding numbers in spreadsheets: build accurate estimates with templates and a cost library, then convert to a live budget and POs in one click.

Bids & Proposals

Create client quotes with markup from your cost database, export branded proposal PDFs, and carry accepted numbers forward into delivery.

Timesheets

Track hours by project and cost code, route approvals, then export per-project / per-worker summaries to Xero — fueling live variance & EAC.

Work Orders

Assign work, capture hours and site evidence against the budget, and export per-project / per-worker rollups to Xero—updating EAC without spreadsheets.

Job Costing

Real-time cost tracking plus automated POs and invoice approvals — keep project profitability current without manual work.

Purchase Orders

Raise POs against budgets, route for approval, 3-way match to delivery/invoice, then sync only approved, coded bills to Xero.

CIS & Reverse Charge VAT

Keep vendor linkage and coding correct in Planyard so Xero applies tax rules (incl. reverse charge) on posted bills; PDFs and references travel with the bill.

Approval Workflows

Capture invoices, auto-link to POs and deliveries, route project-configured approvals, and only then post to Xero — no drafts, no duplicates.

Construction Integration

Approve an invoice in Planyard and it automatically transfers to Xero (quantities, prices, and the original PDF) while budget lines map to the correct accounts.

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.

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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.

Screenshot of Planyard’s project overview displaying financial data, including project names, budgets, income, costs, and profitability forecasts.
Product picture of Planyard OCR scanning extracting information from invoice

Capture

OCR turns PDFs and photos into structured data (no re-typing); duplicates are flagged before review.

Learn more about capture

Laadi üles oma projekti eelarve ja jälgi finantsilist edenemist reaalajas

Krediitkaarti pole vaja. Müügi- või IT-tuge pole vaja.

Alusta 14-päevast prooviperioodi Küsi demo
Product picture of costs related to purchase orders in Planyard

Auto-link to PO

Invoices auto-pair to the correct PO and delivery/valuation; price and quantity variances are highlighted.

Read about POs
Invoice approval workflow in Planyard software, showing cost approval and customizable approvers.

Laadi üles oma projekti eelarve ja jälgi finantsilist edenemist reaalajas

Krediitkaarti pole vaja. Müügi- või IT-tuge pole vaja.

Alusta 14-päevast prooviperioodi Küsi demo
Approved construction invoice is automatically sent to Xero

Sync to Xero

Only approved, fully coded bills post with vendor, COA, tracking category, tax/currency, and the invoice PDF attached.

Read about the integration

Trusted by construction companies globally

Rosetta Contracting TITN Empower Brown & Bancroft Keane Intra interieur Skyler Bonava

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Vaadake, kuidas Planyard aitab teiega sarnastel ettevõtetel edu saavutada - lugege nende lugusid meie blogist.

"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."

Loe edasi
Sharon Brown, Financial Controller, Dublin, Ireland

"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."

Loe edasi
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."

Loe edasi
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."

Loe edasi
Jordan Cohen, Project Director & Partner, Florida, US

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