BeanBox + Xero = automatic forecasts for repeating invoices

BeanBox instantly forecasts your monthly income from Xero repeating invoices

Less than 2 mins to setup.
30 day free trial. No credit card required.

Xero's repeating invoices are brilliant!

Xero Connected App
Doesn't Xero already do this?

Doesn't Xero already do this?

No it doesn't! Income only shows in Xero reports after the invoice has been triggered. This means you can’t see what your repeating invoices income will be two, three, six and 12 months from now.

If your repeating invoices have varying frequencies, some monthly, others two monthly, quarterly, six-monthly or annually, then your repeating income varies each month, making it hard to forecast.

BeanBox looks at your Xero repeating invoices and provides instant forecasts of your repeating income for the next 12 months.

Less than 2 mins to setup.
30 day free trial. No credit card required.

Plan your business better by knowing your exact future income.

If you have repeating invoices set up in Xero, with BeanBox you will be able to instantly see your repeating income each month, for the next 12 months.

Plus you'll easily see which repeating invoices are ending soon, so you can plan for cashflow, or get your sales team to re-sign clients before the contracts expire.

You'll be able to:

  • See your repeating income each month with instant forecasts
  • See a breakdown of forecast income per Xero account each month
  • See forecasts for Xero tracking categories
  • Be alerted to any repeating invoices that are ending soon
  • See repeating income per customer and view their upcoming invoices
  • Quickly search for line items across all your Xero repeating invoices.
  • Export your Xero repeating invoices data to CSV

Barring complex API programming, proper forecasting was impossible before BeanBox came along with the solution.

Chris Tebb

Director, Sugarcube Hosting (UK)

View your reports right now with a 30 day free trial

BeanBox takes less than 2 mins to setup.

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.

Less than 2 mins to setup.
30 day free trial. No credit card required.

We make extensive use of repeating invoices and absolutely must have detailed reporting on them. BeanBox came to the rescue, thank goodness. Excellent implementation that we could not live without!

BeanBox is exactly what we needed to have a clear picture of our recurring accounts and future revenue stream.

Kevin Anderson

CEO, Anderson Software (USA)

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About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero for free

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