Connect Beacon with
Xero
.
Full integration to export to Xero directly from Beacon.
Export your payments from Beacon directly into Xero as account transactions. Reconciling your payments from Beacon with Xero is an absolute breeze.
We've got all the features you need to perfectly align your fundraising and finance teams.
Automatically allocate a code to every payment in your database based on rules you define. In Beacon, we do this on the payment record - so your coding is available automatically within Beacon, not just in Xero.
References set on each transaction, item descriptions, tracking categories, and inventory item codes. Set everything you need, just how you need it.
We've designed the Xero integration to make it really quick and easy to join up the individual payments from Beacon with the payout, which will match what's arrived in your bank.
Create & send invoices to any person or organisation in your Beacon database. We'll keep tabs on the invoice status - and surface it clearly in Beacon.
Beacon is built with money in mind. Split payments, lock payments to prevent future changes, and work in any currency.
We use Beacon as our CRM and Xero as our accounting software, so when you choose Beacon and Xero you're in good company!
