Planyard integreert naadloos met Xero, waarbij goedgekeurde facturen en kosten worden overgedragen, samen met volledige context, inclusief boekhoudaccounts en trackingcategorieën, wat zorgt voor nauwkeurige en georganiseerde financiële gegevens.
Xero Kostenraming Integratie Met Planyard Maakt Projectkostenbeheer Eenvoudig
Zoekt u software die projectfinancieel beheer eenvoudig maakt en integreert met Xero?
Volg uw bouwprojectbudget en projectwinstgevendheid op Planyard. Onze Xero bouwintegratie stuurt vooraf goedgekeurde facturen naar Xero en elimineert de noodzaak voor dubbele gegevensinvoer.
Customers testimonials
Zie hoe Planyard bedrijven zoals het uwe helpt succesvol te zijn - lees hun verhalen in onze 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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Trusted by construction companies globally
Contractor success stories
"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."
"If I were still relying solely on Excel to track and present the financial positions of our projects, I would be losing significant time every single month. By implementing the streamlined processes that Planyard supports, I’m saving at least three to four days of work every month that would have otherwise been spent on manual data entry and reconciliation."
"Using Planyard gives me a lot more certainty that the figures we are looking at are accurate and reflect the true status of the budget."
"It’s a fantastic visualizer; you can jump onto Planyard at any point and instantly see exactly how the job is performing straight away."
Veelgestelde vragen
We hebben al je vragen behandeld. Als je het antwoord hieronder niet kunt vinden, neem dan gerust contact met ons op via de chat.
- Elimineert dubbele gegevensinvoer door kosten en goedkeuringen automatisch te synchroniseren.
- Vereenvoudigt boekhoudworkflows door projectbudgetten aan Xero-accounts te koppelen.
- Biedt realtime updates voor facturen en betalingen, waardoor handmatige inspanning wordt verminderd.
Ja, Planyard biedt gedetailleerde tools voor winstgevendheidstracking en prognoses, die de boekhoudfuncties van Xero aanvullen door project-specifieke financiële inzichten te bieden.
Planyard zorgt ervoor dat alleen goedgekeurde kosten naar Xero worden gestuurd, waardoor fouten worden verminderd en consistentie tussen projectbudgetten en boekhoudgegevens wordt behouden.
Door de projectfinancieel beheerfuncties van Planyard te combineren met de boekhoudmogelijkheden van Xero, kunnen bouwbedrijven gestroomlijnde workflows, realtime nauwkeurigheid en beter financieel toezicht bereiken.
Upload uw projectbudget en volg de financiële voortgang in real-time
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