Your contacts, always in sync
Keep your contact data aligned across Planyard and Xero automatically. All contacts are kept up to date, so your costs always land in Xero with the right company info, without extra admin.
Connect your cost tracking directly with your accounting with the Planyard Xero integration. Process costs through simple workflows in Planyard and automatically receive pre-approved bills to pay in Xero. No spreadsheets. No double entry.
No IT setup. No back-and-forth. Just log in, click to connect your Xero account, and start syncing your costs right away. The integration is fully set up and ready to use in seconds.
Use your Xero login credentials to connect Planyard.
Process costs in Planyard using simple, standardized workflows.
Once processed, cost documents are automatically forwarded to Xero as pre-approved bills to pay.
Enjoy a streamlined workflow, no spreadsheets, no duplicate entry, just connected cost control from site to finance.
See how the integration works in this quick two-minute walkthrough.
Keep your contact data aligned across Planyard and Xero automatically. All contacts are kept up to date, so your costs always land in Xero with the right company info, without extra admin.
When you connect the integration, all your existing Xero contacts are pulled into Planyard.
Contacts created in either Planyard or Xero are instantly available in both systems.
Every cost is connected to a contact in Planyard, which means that supplier is already linked when it lands in Xero.
Avoid duplicates and errors with one shared contact list between both tools.
Planyard pulls in your chart of accounts from Xero so you can link them directly to your budget. Once mapped, every processed cost is sent to the correct account in Xero—without lifting a finger.
All accounts from Xero are imported the moment you connect the integration.
Easily link each budget line in Planyard to the right account code from Xero.
When a cost is processed, it’s matched to the correct account based on the budget item.
Each bill lands in Xero with the right account already applied—accurate from day one.
No credit card required. No sales or IT support needed.
Planyard links your projects to Xero’s tracking categories, so every cost is automatically tagged, giving you accurate insights without manual input.
Upon integration, all existing tracking categories and their options from Xero are imported into Planyard.
Assign specific tracking categories to each project in Planyard, aligning with your organizational structure in Xero.
As costs are processed in Planyard, they are automatically tagged with the appropriate tracking category, ensuring consistency in Xero.
With accurate tracking, generate detailed reports in Xero to analyze performance by location, department, or any other defined category.
Planyard tracks all costs as net values, but by carrying the correct account and supplier data into Xero, we streamline how taxes like VAT, GST, and CIS are applied. Xero takes care of tax rules—Planyard ensures the right info is there from the start.
All cost data entered and processed in Planyard is handled without tax—giving you a clear net view at project level.
Planyard carries the correct account code into Xero, where VAT or GST rates are automatically applied based on your setup.
CIS schemes configured in Xero are auto-applied when costs are forwarded—because the supplier and account are already matched.
Costs land in Xero fully ready for financial reporting, with tax codes and deductions correctly applied in the background.
The Planyard Xero integration streamlines how construction costs are tracked and booked. No more emailing invoices back and forth. No more re-entering data. Just one connected workflow from project team to accounting—saving time and keeping your books clean.
Enjoy flexible pricing, comprehensive tools, and a seamless transition as your construction projects and teams expand.
Cost estimating
Estimating and budget control
Estimating, cost control and purchase orders management
Full functionality
No credit card required. No sales or IT support needed.