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BeanBox

4.97 out of 5 stars
Do you use Xero repeating invoices? BeanBox gives you instant forecasts of your recurring income for the next 12 months. Quick 2 min setup.

Overview

Does your business use repeating invoices in Xero? Xero's repeating invoices are amazing ... but Xero reports don't show projections of your future income from recurring invoices. That's where BeanBox comes in. Simply connect BeanBox to Xero and you'll see instant reports of your future repeating income, per month, for the next 12 months. This is ideal for knowing what you repeating income will be in advance.

Features include:

  • Instant forecasts of your recurring income from repeating invoices
  • Forecast breakdown per Xero account each month
  • Forecasts breakdown by Xero tracking categories
  • Alerts for repeating invoices that are ending soon
  • See recurring income reports per customer and view their upcoming invoices
  • Quickly search for line items across all your Xero repeating invoices.
  • Export your Xero repeating invoices data and forecasts to CSV

Get a free 30-day trial of all features, no credit card required. If you don't need the full features you'll automatically be changed to the forever-free plan with more simplified reports at the end of your trial.

Explore all features of BeanBox

BeanBox + Xero

When you connect BeanBox with Xero, BeanBox syncs your repeating invoices from Xero and then creates instant forecasts of your future repeating income. You'll see your income broken down by month and Xero account code, and can drill down into any figures to see the invoices that make up the total. Plus you can see the annual income totals per customer for the next 12 months, as well as any repeating invoices that are ending soon. You can also export repeating invoice data easily.

Reviews & ratings

5.0 out of 5 stars
65 Reviews
5 star(97%)
4 star(3%)
3 star(0%)
2 star(0%)
1 star(0%)
DH
David Hill
Posted
5 out of 5 stars

Essential Addon To Xero

If you use repeating invoices in Xero you need this tool; allows you to accurately forcast cashflows way into the future. Highly recommended.
CL
Clark Leslie
Posted
5 out of 5 stars
If you use repeating invoices on Xero, bean box is a must. Gives you the info you need to know.

Response from BeanBox

Thanks Clark!
JF
Jen Farmer
Posted
5 out of 5 stars

Everyone using Xero's repeating invoices needs BeanBox

We searched a long time for a solution for our recurring revenue. After spending many hours entering repeating invoices into Xero we were frustrated to find there isn't any way to report or sort them. We are so glad to have found BeanBox. It's really easy to use, accurate and the reporting is essential for every growing business.

Response from BeanBox

Thanks Jen! Glad to hear that BeanBox has solved that pain point for you. That's exactly what we love to hear. :)

Additional info

App details

Added in 2017

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@beanbox.app

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