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Xero offers quoting features for contractors and construction, in addition to core accounting features and mobile access. For many teams, that’s a useful starting point, but it isn’t a full estimate-to-budget-to-purchasing system by itself.

Use construction estimating software that converts estimates to budgets and raises POs from those budget lines, then match/approve invoices and post a single bill to Xero. This keeps rates/qty consistent from bid to ledger.

No—if you capture, match and approve upstream, you can publish a fully coded bill (supplier, GL, tracking, tax, PDF) into Xero automatically.

They get clean, pre-approved invoices in Xero, real-time budget updates, stronger forecasting and fewer month-end corrections.

Planyard turns your estimate (codes, quantities, rates) into a live budget and POs, then 3-way matches invoices; once approved, it publishes a single, fully coded bill to Xero – result: consistent rates and quantities from estimate to ledger.

Téléchargez votre budget de projet et suivez la progression financière en temps réel

Aucune carte de crédit requise. Pas besoin de support commercial ou informatique.