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.
Process costs in Planyard, sync to Xero
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.
Connect in seconds
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.
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Use your Xero login credentials to connect Planyard.
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Process costs in Planyard using simple, standardized workflows.
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Once processed, cost documents are automatically forwarded to Xero as pre-approved bills to pay.
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Enjoy a streamlined workflow, no spreadsheets, no duplicate entry, just connected cost control from site to finance.
Curious to see it in action?
See how the integration works in this quick two-minute walkthrough.
Automatic Xero import
When you connect the integration, all your existing Xero contacts are pulled into Planyard.
Two-way contact sync
Contacts created in either Planyard or Xero are instantly available in both systems.
Supplier already linked
Every cost is connected to a contact in Planyard, which means that supplier is already linked when it lands in Xero.
Cleaner contact data
Avoid duplicates and errors with one shared contact list between both tools.
Accounts are handled automatically
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.
Chart of accounts pulled from Xero
All accounts from Xero are imported the moment you connect the integration.
Map budget items to accounts
Easily link each budget line in Planyard to the right account code from Xero.
Costs are auto-categorized
When a cost is processed, it’s matched to the correct account based on the budget item.
No manual coding in Xero
Each bill lands in Xero with the right account already applied—accurate from day one.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Tracking categories, fully automated
Planyard links your projects to Xero’s tracking categories, so every cost is automatically tagged, giving you accurate insights without manual input.
Automatic import from Xero
Upon integration, all existing tracking categories and their options from Xero are imported into Planyard.
Project-level assignment
Assign specific tracking categories to each project in Planyard, aligning with your organizational structure in Xero.
Consistent tagging of costs
As costs are processed in Planyard, they are automatically tagged with the appropriate tracking category, ensuring consistency in Xero.
Enhanced reporting capabilities
With accurate tracking, generate detailed reports in Xero to analyze performance by location, department, or any other defined category.
Smart handling of taxes and schemes
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.
Track net costs in Planyard
All cost data entered and processed in Planyard is handled without tax—giving you a clear net view at project level.
VAT and GST via Xero accounts
Planyard carries the correct account code into Xero, where VAT or GST rates are automatically applied based on your setup.
CIS applied to the right suppliers
CIS schemes configured in Xero are auto-applied when costs are forwarded—because the supplier and account are already matched.
No tax guesswork
Costs land in Xero fully ready for financial reporting, with tax codes and deductions correctly applied in the background.