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BeanBox

By 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.

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
67 Reviews
5 star(97%)
4 star(3%)
3 star(0%)
2 star(0%)
1 star(0%)
EB
Eden Brownlee
Posted
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
OB
Ollie Brooke
Posted
5 out of 5 stars

Love it!

This app is perfect. It's set a north star for us so we can focus on growing our ARR and monitor progress

Response from BeanBox

Thanks for the review Ollie. Great to hear the focus on ARR!
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.

Response from BeanBox

Thanks for the review David!

Additional info

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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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.