Beacon

    5 out of 5 stars
    Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything. Rated #1 in Fundraising Magazine.

    Overview

    With Beacon, you can manage all of your nonprofit's data in one secure place, accessible by everyone in your team.

    Collect donations and sell tickets on your website with Beacon forms, and automate your Gift Aid process (UK charities only).

    The Xero app for Beacon helps you to keep your Beacon database and Xero in-sync, automating much of your financial reconciliation process.

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    Beacon + Xero

    With the Xero integration, you can export payments in Beacon directly to Xero, and invoice contacts through Xero within Beacon.

    Export to Xero

    Beacon lets you export payments from your database to Xero as account transactions in a few clicks, making it easy to keep finance and fundraising in-sync.

    Xero accounts are auto-allocated based on data that lives in your Beacon database, ensuring that your transactions are categorised correctly when reconciling in Xero.

    "Batches" of payments (via cheques, or digital channels like Stripe, GoCardless, and JustGiving) are automatically handled, allowing you to easily link many individual payments to single lines from your bank statement.

    Want to apply additional tracking categories or inventory item codes during export? You can set those up too.

    Invoice through Xero

    When viewing any individual person or organisation record in Beacon, you can use a Xero card to create a new invoice.

    Contacts are auto-created in Xero, and the invoice will be created and sent directly to an email address of your choice.

    Reviews & ratings

    5.0 out of 5 stars
    1 Reviews
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    BC
    Benjamin Cook
    Posted
    5 out of 5 stars

    Simple, effective, happy!

    Easy to use, simple to reconcile payments across to Xero, and hugely reduces the manual coding of transactions, as I can set up automatic income streams in Beacon.
    Additional info

    Shared data

    Xero
    Beacon
    Accountsshared from Xero to Beacon
    Tracking Categoriesshared from Xero to Beacon
    Tax Ratesshared from Xero to Beacon
    Invoicesshared from Beacon to Xero
    Bank Transactionsshared from Beacon to Xero

    App details

    Added in 2021

    Countries

    United Kingdom

    Languages

    English

    Support

    Setup walkthroughContact supportsupport@beaconcrm.org

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