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
To see how Xero data is used in BeanBox view the Data Flow Diagram.
If you haven’t yet tried BeanBox, get started for free here.