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Getting Started – Connecting to Xero

Table of Contents

When you first join BeanBox you will immediately be prompted to connect your account to Xero.

Once you have authorised access, we’ll immediately run the forecast for your repeating invoices and will have the reports available for viewing within 2 minutes!

You’ll get a 30 day free trial of the full features. No credit card required. Plus we have a forever-free plan if you decide you don’t need the full features.

   

Add Additional Organisations

Once you’re set up, if you want to connect additional Xero organisations to BeanBox, you can simply add another company from your same login. More info is here:  Adding More Organisations

Data Flow

To see how Xero data is used in BeanBox view the Data Flow Diagram.

Get Support

To contact BeanBox support, submit a support ticket or email support@beanbox.app.

Get Started

If you haven’t yet tried BeanBox, get started for free here.

   

Still stuck? How can we help?

Want to see instant projections for your repeating income?

BeanBox takes less than 2 mins to setup.

You get a free trial of the full features. No credit card required.

And you’ll automatically get our free-forever plan after your trial if you don’t need the full features.