You’re on the Hong Kong site
Select a region

BeanBox

By BeanBox
4.97 out of 5 stars
Free trial available
Get this app
Do you use Xero repeating invoices? BeanBox gives you instant forecasts of your recurring income for the next 12 months. Quick 2 min setup.
Rated
5.0
out of 5
Reviewed by
69
Xero users
Try this app
Free trial
available
Listed for
6 years
August 2017

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.

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
69 Reviews

Sort and filter

Rating
Sort

Most recent reviews

JN
Jon Newlyn
Posted 4 Sep 2023
5 out of 5 stars

Top Platform

Great piece of software, enables you to calculate you recurring income for the next 12 months, which means you can plan not guess

Response from BeanBox

Thanks Jon! Great to hear BeanBox is helping your planning. That's why we built it :)
JO
Jack Oldfield
Posted 12 Jul 2023
5 out of 5 stars

Great tool right out of the (bean)box!

Absolutely loving the tool so far! Only just logged in, was expecting a good hour or two of set-up (which would have been okay, but practically a little annoying) and instead I was greeted with about three easy steps and your tool made me a full dashboard right out of the gate! Super impressed by how accurately the tool showed me all the data I wanted to see in the right format and layout first time.

Response from BeanBox

Thanks Jack! And we must say ... that's a clever title you came up with! Love it :)
EB
Eden Brownlee
Posted 26 May 2023
5 out of 5 stars

Essential for tracking repeating invoices income and historic tracking

This app is essential for any business using repeating invoices. Better still it takes literally 30 seconds to setup, and gives you all the information you need to track your projected and historic repeating invoice income. I was astounded when I realised Xero couldn't do this out of the box, but when I found this app, it solved our problems easily and affordably, saving us a bunch of time manually updating forecast spreadsheets

Response from BeanBox

Thanks for the glowing review Eden!

Additional info

Functions

Reporting

Industries

Professional services

App details

By BeanBox
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

Follow

Facebook

Try BeanBox for free

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.