Xero (2)

Save time and simplify your banking

Your fundraising and finance, reconciled.

The popular Donorfy to Xero integration makes reconciling fundraising income with bank transactions effortless. With accurately coded income items flowing directly from Donorfy into Xero, this workflow saves valuable time that can be redirected towards your impactful work.

Don't have Xero yet? You can try Xero Accounting Software for free.

Xero Integration (2)

 

Eliminates Keying Errors

Maintains accurate records by automatically syncing coded entries between Donorfy and Xero.

Saves Time

Automates the entry of donations into Xero as 'Receive Money' items, pre-coded to match corresponding bank entries, reducing manual work.

Clear Audit Trail

Provides a straightforward, verifiable link between your donor management activities and financial records.

Xero Diagram

Integration Overview

How the Donorfy Xero App Works:

On-Demand Sync: As donations are received in Donorfy, they're sent to Xero as 'Receive Money' transactions. This ensures every donation is recorded accurately, and quickly.

Smart Coding: Each 'Receive Money' item is automatically coded according to your predefined mapping in Donorfy. This includes matching income codes with corresponding accounts, inventory items, bank accounts, and Zero tracking codes.

Effortless Reconciliation: Xero’s powerful automated matching feature reconciles transactions effortlessly. 

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