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Beacon

By 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.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Listed for
2 years
September 2021
Key functions
Payments
CRM

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.

Beacon
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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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Most recent reviews

BC
Benjamin Cook
Posted 29 Sep 2021
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

Functions

PaymentsCRM

Industries

Not for profit

App details

By Beacon
Added in 2021

Countries

United Kingdom

Languages

English

Support

Setup walkthroughContact supportsupport@beaconcrm.org

Follow

LinkedIn

Get started with Beacon

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.