Donorfy and Xero

Fundraising and finance reconciled

RECONCILIATION

Fundraising & finance reconciled

Simplify your bank reconciliation with Donorfy, the donor management CRM that works seamlessly with Xero. Connecting Xero with Donorfy makes reconciling fundraising income with the bank a breeze. Accurately coded income items arrive from Donorfy straight into Xero. Saving time so that you can do more of what matters.

 

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about

World-leading online accounting

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 of 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 Accounting Software for free.

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Why use the Donorfy Xero app?

Eliminates Keying Errors

Helping you to keep accurate records

Saves Time

By providing accurately coded entries to match with corresponding entries in the bank

Clear Audit Trail

Between the donor management CRM and the accounts

features

What does the Donorfy Xero app do?

The Donorfy Xero app has the following features:

  • Donations entered and coded in Donorfy are sent to Xero on-demand as Receive Money items
  • Receive Money items are coded according to your  mapping of Donorfy income codes to corresponding accounts, inventory items, bank accounts and tracking codes in Xero.
  • Use Xero’s automated matching feature for simple reconciliation.

Click here to see the full documentation for the app.

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Getting started is easy

Sign in

Sign in to your Donorfy or take out a free trial

Configure

Configure the Xero integration. Go to Settings | Configuration | Xero, connect your account.

Map

Map your Donorfy income to your Xero accounts, and start sending to Xero.

Revolutionise your relationship with donors.

Donorfy features, automations and integrations give you the power to build beautiful seamless supporter journeys.

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