O Planyard integra-se perfeitamente com o Xero, transferindo faturas e custos aprovados juntamente com todo o contexto, incluindo contas contabilísticas e categorias de rastreamento, garantindo registos financeiros precisos e organizados.
Integração de Custos de Trabalho do Xero com Planyard Torna o Controlo de Custos de Projeto Fácil
Está à procura de um software que facilite a gestão financeira de projetos e que integre com o Xero?
Acompanhe o orçamento do seu projeto de construção e a rentabilidade do projeto no Planyard. A nossa integração com o Xero envia faturas pré-aprovadas para o Xero e elimina a necessidade de entrada de dados duplicada.
Customers testimonials
Vê como a Planyard ajuda empresas como a tua a ter sucesso - lê as suas histórias no nosso blogue.
"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."
Perguntas mais frequentes
Temos as tuas perguntas respondidas. Se não encontrares a resposta abaixo, não hesites em contactar-nos através do chat.
- Elimina a entrada de dados duplicada ao sincronizar automaticamente custos e aprovações.
- Simplifica os fluxos de trabalho contabilísticos ao ligar orçamentos de projetos às contas Xero.
- Fornece atualizações em tempo real para faturas e pagamentos, reduzindo o esforço manual.
Sim, o Planyard oferece ferramentas detalhadas de acompanhamento e previsão de rentabilidade, complementando as funcionalidades contabilísticas do Xero ao fornecer insights financeiros específicos do projeto.
O Planyard garante que apenas os custos aprovados são enviados para o Xero, reduzindo erros e mantendo a consistência entre os orçamentos de projetos e os dados contabilísticos.
Ao combinar as funcionalidades de gestão financeira de projetos do Planyard com as capacidades contabilísticas do Xero, as empresas de construção podem alcançar fluxos de trabalho simplificados, precisão em tempo real e melhor supervisão financeira.
Carregue o orçamento do seu projeto e acompanhe o progresso financeiro em tempo real
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