Ditch the spreadsheets. Track your construction project budget and project profitability on Planyard. Use the integration to send pre-approved invoices to Xero and eliminate the need for duplicate data entry.
What is Planyard?
Planyard is a cloud-based budget and subcontractor management software for main contractors.
You can manage budgets without Excel and back-and-forth emails – your subcontractors will do the work for you.
What is Xero?
Xero is accounting software for small businesses. It’s cloud-based.
You can automate everyday business tasks, get up-to-date financials – from wherever you are.
Xero & Planyard integration details
Use the integration to eliminate the need for accountants to do manual double data entry.
- Do your procurement and follow your project costs in Planyard
- When a new expense occurs, it gets approved by the project manager in Planyard
- Once approved, the pre-approved invoice gets sent from Planyard to Xero with all relevant details automatically
- The accountant needs one click to approve the invoice
- The vendors are synced between Xero and Planyard automatically
Accountants won’t have to chase project managers for details about the expense – which line-item, cost code and project it’s related to. It’s all on the pre-approved invoice.
Our support center has more info on the Xero job costing integration.
Planyard in 2 minutes
Know whether a project makes a profit or not before it finishes
Save 3-5 days per month per project manager
Standardize the processes and ensure compliance
Detect estimating and design errors
Get rid of manual calculations and copy-paste
Don’t let things fall through the cracks
Built for project managers.
You don’t have to spend weeks learning it. It works the way project managers actually work.
- Estimate, track and forecast your budget.
- Collect bids, progress reports, change orders and invoices from subcontractors.
- Keep everything interlinked.
- Follow your project profitability in real time.
- Keep accounting automatically in sync.
Works for the management.
Standardize your cost management processes and ensure compliance across the company.
- Get a real-time overview of your entire project portfolio.
- Keep all the data in one tightly integrated system.
- Forecast profitability and cash flow.
Planyard integrates with your existing tools
Work from anywhere with our mobile apps
First class support during and after implementation
Dedicated account manager
Email and chat support
Support center with how-to artiles and videos
Easily prepare and send bid requests to subcontractors. Quickly evaluate RFQs next to each other, request bids adjustment via multi-round bidding, and convert the winning bid to a contract with one click.
Full overview of all the transactions related to your budget. Drill down to job phase or line-item level to see whether you are on track to profitability.
Contract and change order management
Link contracts with the budget, pay applications and invoices. Manage change orders as part of contracts.
Collect progress reports from subcontractors. Avoid errors through automatic interlinking of progress with previously done work and the budget. Approve them with one click.
Stay on top of your project invoices without creating folders, printing papers or sending back and forth emails.
Let subcontractors invoice you after you’ve approved their progress reports. Connect invoices automatically to the right job and project.
Send subcontractor progress reports for a round of additional approvals within your team.
Stay on top of your project costs and profitability forecasts in real time at every stage of the project.
Cash flow control
Track your projects’ month-over-month cash flow and take immediate action when you see that the monthly approved expenses are about to exceed the income for a given project.
Our customers about us
“We wanted to know before a project finished whether we were going to make a profit or not. Planyard has allowed us to do that. We can see exactly which jobs are profitable and which ones are not, so that we can make changes on the go.”
Member Of The Board, Hausers
A selection of projects built using Planyard
Your data is safe with us
Kept in Google Cloud
Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google’s European servers.
We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.
Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.
Access rights control
Access can be limited on a company and project level. Not everyone needs to see everything.
You can always take your data with you. Whether this is for additional analysis or moving to a new tool.
Just upload the budget of your starting project and stay organised
* Free 1-2 hours training session
* Dedicated account manager
* Upload your budget and get organized
* Free tutorial videos
* No lengthy training or implementation required
Managed through Planyard
Support articles and videos