Xero Projects vs Planyard

This page compares Planyard with Xero Projects so you can choose the right fit for your construction business. We look at implementation time, ease of use, pricing clarity, and how each handles job costing, forecasting, and accounting integration.

Xero Projects helps track time and simple job costs within your Xero account. Planyard adds full commercial control—live budgets, purchase orders, commitments, variations, and forecasting built specifically for construction teams.

On this page

  • How both tools manage project budgets and forecasting
  • How long each takes to roll out and train users
  • Integration fit with Xero, QuickBooks Online, and Sage Accounting
  • Pricing transparency and who each option suits best
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Reviews at a glance

Public ratings from Capterra and the Xero App Store.

Programme Rating Summary
Planyard 4.6 / 5.0 ✔ Praised for clean Xero integration, ease of use, and real-time budget control.
Xero Projects 2.8 / 5.0 ✖ Good for simple job costing and time tracking, but limited for complex construction projects.

Quick summary

  • Planyard. Built for contractors who need real-time cost control and forecasting. It replaces spreadsheets with live budgets, purchase orders, and variations connected directly to accounting systems like Xero, QuickBooks, and Sage.
  • Xero Projects. A simple add-on inside Xero for tracking time and expenses by job. Best suited for small teams with light project tracking needs.
  • Together. Some firms use both—Planyard for full project budgeting and forecasting, Xero Projects for its built-in OCR or expense capture tools.

Side-by-side comparison

Aspect Planyard Xero Projects
Time to implement ✔ Pilot a live project in days ✔ Same-day activation in Xero
Complexity of setup ✔ Low. Connect Xero or QuickBooks and import a budget spreadsheet ✔ Low. Simple activation, though detailed job costing still needs spreadsheets
Training required ✔ Light. Built for project and finance teams ✔ Minimal. Same interface as Xero
Ease of use ✔ Designed for construction workflows with intuitive dashboards ✖ Familiar but limited to time and expense entry
Reporting ✔ Real-time cost to complete and forecasting ✖ Basic profit reporting per job; no detailed forecasting
Accounting integration ✔ Two-way sync with Xero, QuickBooks, and Sage Accounting ✔ Native inside Xero, but limited to Xero ecosystem
Pricing ✔ Transparent per-user plans with free trial ✔ Included in some Xero plans; otherwise +$5/user/month add-on
Best for Construction teams who need live budgets and forecasting Small businesses tracking time and basic job costs in Xero

Why teams pick Planyard

  • Advanced budgeting and forecasting. Multi-level cost codes, live cost-to-complete, and automated forecasting mean no more month-end Excel rebuilds. The budget updates automatically as POs, invoices, and changes are approved.
  • Full control of commitments and approvals. Track every PO and subcontract in one place with clear approval workflows and audit trails.
  • Seamless integration. Approved costs sync to Xero, QuickBooks Online, or Sage, keeping your accounting clean and eliminating duplicate data entry.
  • Transparent pricing and easy rollout. Start a live pilot in days with clear per-user pricing and no setup surprises.
  • Option to combine with Xero Projects. Some teams use Planyard for project cost control and Xero Projects for its OCR or receipt scanning—both can run side by side.

Why teams pick Xero Projects

  • Simple and familiar. Integrated directly inside Xero—no new system to learn for tracking time and costs.
  • Built-in expense capture. Works smoothly with Xero’s receipt and OCR tools for tracking small costs and time-based billing.
  • Good for small jobs. Perfect for small teams who just need visibility into billable hours and basic job profitability.
  • Easy to start. Just enable Projects in your Xero plan and start tagging transactions to jobs immediately.

Xero Projects and Planyard features compared

See how they handle budgets, commitments, variations, and forecasting for construction projects.

Cost to complete and forecasting

Budget accuracy and visibility are key to avoiding surprises.

Planyard

Provides live cost-to-complete and forecasting. As costs are approved, Planyard updates the remaining budget automatically—no spreadsheet needed.

Xero Projects

Shows a simple summary of income and expenses per project. Teams often export data to Excel for detailed forecasting.

Commitments and purchase orders

Control spending before it happens.

Planyard

Lets teams raise and approve purchase orders and subcontracts in-app, tracking all committed costs and syncing approved data to accounting.

Xero Projects

Does not track commitments or POs. Users record costs only after they are billed or paid.

Ladda upp din projektbudget och följ den ekonomiska utvecklingen i realtid

Inget kreditkort krävs. Ingen försäljning eller IT-support behövs.

Variations and change control

Keep budgets aligned as project scope evolves.

Planyard

Logs and approves variations with full audit trail and automatic forecast updates.

Xero Projects

No built-in variation tracking. Changes are handled manually or in spreadsheets.

Valuations and subcontractor progress

Track work certified, paid, and remaining.

Planyard

Manages subcontractor progress claims and retention schedules directly, updating project forecasts in real time.

Xero Projects

Focuses on expenses and time tracking; valuations and retention tracking must be handled outside the system.

Implementation timelines

Here is what to expect before you go live.

Product Typical duration Typical steps
Planyard ✔ A few days to a week
  1. Connect Xero or QuickBooks
  2. Import an existing project budget
  3. Pilot one project, then roll out to others
Xero Projects ✔ Same day
  1. Enable Projects in Xero
  2. Create projects and start tagging transactions
  3. Optionally export data for deeper reporting

Who should choose what

  • Choose Planyard if you want to manage project budgets, commitments, and forecasting without spreadsheets. It integrates with your accounting system and replaces Excel-based job cost control.
  • Choose Xero Projects if you’re a small business that mainly tracks time and simple job costs within Xero and doesn’t need full construction cost control.

Pricing and packages

Planyard offers transparent per-user pricing and a free trial. Xero Projects is included in some Xero plans or available as a low-cost add-on.

Kostnadsberäkning

€49
/ month / project manager
 

Kostnadsberäkning

Prova gratis

Grundläggande

€99
/ month / project manager
€40
for supporting staff
Perfekt för supportroller eller intressenter—få tillgång till viktiga projektfunktioner och se viktig ekonomisk data utan fullständiga plattformsbehörigheter, vilket gör det möjligt för användare att hålla sig informerade och bidra utan praktiska uppgifter.

Vanligtvis valt för: platsingenjörer, kunder, kalkylatorer eller revisorer.

Kostnadsberäkning och budgetkontroll

  • Allt i Kostnadsberäkning
  • Spåra budgetar och faktiska utgifter
  • Hantera inköpsfakturor automatiskt
  • Återanvänd aktiv projektkostnadsdata för beräkning
  • Synkronisera fakturor till Xero och QuickBooks
Prova gratis

Professionell

€149
/ month / project manager
€40
for supporting staff
Perfekt för supportroller eller intressenter—få tillgång till viktiga projektfunktioner och se viktig ekonomisk data utan fullständiga plattformsbehörigheter, vilket gör det möjligt för användare att hålla sig informerade och bidra utan praktiska uppgifter.

Vanligtvis valt för: platsingenjörer, kunder, kalkylatorer eller revisorer.

Kostnadsberäkning, kostnadskontroll och inköpsorderhantering

  • Allt i Grundläggande
  • Utfärda och hantera inköpsorder
  • Spåra åtagna kostnader i budgeten
  • Förutse projektets lönsamhet i realtid
  • Skapa kassaflödesprognoser
  • Hantera kundkontrakt och framstegsrapporter
Prova gratis

Ultimat

€199
/ month / project manager
€40
for supporting staff
Perfekt för supportroller eller intressenter—få tillgång till viktiga projektfunktioner och se viktig ekonomisk data utan fullständiga plattformsbehörigheter, vilket gör det möjligt för användare att hålla sig informerade och bidra utan praktiska uppgifter.

Vanligtvis valt för: platsingenjörer, kunder, kalkylatorer eller revisorer.

Full funktionalitet

  • Allt i Professionell
  • Automatisera underleverantörs- och leverantörsoffertar
  • Spåra underleverantörsavtal och framsteg
  • Hantera underleverantörsändringar
  • Samla in underleverantörers betalningsansökningar
Prova gratis

In one paragraph

Planyard is a construction-focused cost control platform with advanced budgets, commitments, and forecasting that replaces spreadsheets and connects to your ledger. Xero Projects is a simple job costing add-on inside Xero.

Sources and last updated. Ratings and details from Xero App Store, Capterra, and vendor documentation. Last reviewed November 2025.