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BeanBox

By BeanBox
4.96 out of 5 stars
Free trial available
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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
71
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
71 Reviews

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Most recent reviews

LF
Lyndon Forrest
Posted 2 May 2024
5 out of 5 stars

Shame on your Xero, this should be a no-brainer!

We had a long-term issue of not being able to manage our recurring invoicing effectively within Xero. BeanBox gave us instant data and we have already started acting on this information and how to best use the data going forward. Just being able to see our customers, and be able to now manage this, is a great relief and timesaver. Many thanks.
RT
Rob Try
Posted 29 Apr 2024
4 out of 5 stars

Great add on

Great for forecasting, nothing at all like in the Xero application so really useful.

Response from BeanBox

Thanks Rob. Great to hear you're finding BeanBox really useful!
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 :)

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

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