In Sage a cost appears only when the invoice is entered, so overspends surface weeks late and job budgets live in spreadsheets. Planyard tracks the budget, orders and margin on every job, then posts approved bills to Sage coded and ready to pay.
Free 14-day full-featured trial. No credit card required.
Pick the problem you want to fix first. Each page shows how it works with Sage Accounting.
"I found it quite tricky to maintain accurate project records in our accounting software because it was constantly lagging behind the actual reality of the project's finances."
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Invoices go through Planyard first. Sage receives the approved, coded bill.
Invoices land in the accounts mailbox, get keyed into Sage, and someone works out later which job they belong to. In Planyard they go to the project inbox, are read automatically and are tied to a job before anyone approves them.
Project inbox, bulk upload or the mobile app
Supplier, number, date and totals read for you
Before anyone approves or pays them
Upload the whole batch in one go
Checking an invoice by hand means finding the order, comparing the price and chasing any difference. Planyard pairs each invoice with its order and flags anything that does not match.
Purchase ordersInvoice and order side by side
Before approval, not after payment
See what is still to come on each order
Allocated to a budget line on approval
No credit card required. No sales or IT support needed.
Sage records a cost once the invoice is entered, often weeks after the order went out. In Planyard the QS approves each cost against a budget line, and job costing, committed cost and the forecast update straight away.
Site, QS or director, within their limit
Not when the payment run happens
So you see what Sage has not seen yet
While you can still change the next order
When finance types every invoice into Sage and codes it again, mistakes and duplicates creep in. Approved bills arrive in Sage with the supplier, nominal code, VAT and PDF, ready to pay the way they do today.
Sage Accounting integrationContacts are shared, not duplicated
Mapped from the budget line
The invoice travels with the bill
Payment runs stay with accounts
"Everything has a PO linked to a job number. No one does a job without a purchase order, so when I look at margin I know it’s the true margin."
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| Sage product | How it works with Planyard |
|---|---|
| Sage Accounting: the cloud version you log in to in a browser, also called Sage Business Cloud or Accounting Online | Full integration: approved invoices post on their own, contacts sync both ways |
| Sage 50 and Sage 50 Cloud, installed on your own server or desktop | Basic: approved invoices emailed to your accounts inbox or exported as CSV |
| Sage 200 | Basic: email forward or CSV export of approved invoices |
| Sage Intacct Construction | No integration |
Not sure which one you have? If you log in to Sage in a web browser and nothing is installed on a server, it is Sage Accounting.
Finance should not have to learn a new system or chase site about coding. They keep paying suppliers, filing VAT and CIS returns and reconciling the bank in Sage.
What changes is that bills arrive already approved and coded, and duplicates are stopped before they reach the ledger.
Cost controlSage stays the ledger
Bills arrive approved and coded
Before they reach Sage
Contacts shared both ways
"The spreadsheet process was prone to errors. If you didn't drag a formula down to include every row, you could suddenly drop £20,000 out of your price without realizing it."
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Try it on one live job: budget, orders and approvals in Planyard, with approved bills arriving in Sage coded and ready to pay.
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Sage Accounting, the cloud version you log in to in a web browser, has the full integration. You may know it as Sage Business Cloud or Accounting Online.
Sage 50, including Sage 50 Cloud, and Sage 200 get a basic handoff: approved invoices are emailed to your accounts inbox or exported as CSV.
Yes. Sage stays your accounting system, and Planyard replaces the spreadsheets around it for budgets, orders, valuations and approvals.
Planyard first. The supplier invoice comes into Planyard, the project team approves it against the job, and it posts to Sage, where your accounts team pays it as usual.
No. Approved bills arrive in Sage, where your accountant already works. If they want to see the jobs, they can have a limited user.
Yes. Enter the costs to date for each live project, and new costs flow through Planyard from then on.
Yes. The 14-day trial works without connecting Sage, so you can run one project first and connect when you are ready.
Once connected, you can tick “do not send to accounting” on invoices that are already in Sage.
There is no setup fee. You pay monthly per user with no limit on projects, and the licence can go up or down with your workload.
See pricing for the plans.
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