Fundraising CRM and Donor Management Software

Donorfy and Xero

Fundraising and finance reconciled

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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 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 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.

Why use the Donorfy Xero app?

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Eliminates keying errors helping you to keep accurate records

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Saves time by providing accurately coded entries to match with corresponding entries in the bank

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Clear audit trail between the donor management CRM and the accounts

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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.

Getting started is easy

  • Sign in
    Sign in to your Donorfy or take out a free trial.

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

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

Find out more about Donorfy and Xero.