BeanBox

Cash Flow Forecasting•

Reporting & Dashboards•

www.beanbox.app

BeanBox instantly forecasts your monthly income from Xero repeating invoices

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About this App

Looking for automatic forecasts for your repeating invoices in Xero?

BeanBox is the answer.

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

Instantly forecast your monthly income from Xero repeating invoices. When you connect BeanBox with Xero, BeanBox syncs your repeating invoices from Xero and then creates instant forecasts of your future repeating income. You’ll see your income broken down by month and Xero account code, and can drill down into any figures to see the invoices that make up the total.

Tracking category forecasting is also built-in.

Data can be exported into CSV format for use in other forecasting products which do not have this feature, meaning it is a complimentary product rather than something you’d use as your sole forecast.

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.

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

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.

Not currently using Xero? Try Xero for free.