Xero

Xero is an accounting software that automates bookkeeping processes with small to medium size businesses in mind. When you use Xero for your accounting needs, you benefit from an automated transfer of Pledge data to your account, streamlining donor management and donation tracking. Here’s what you’ll be able to do through Pledge and Xero’s integration: 

  • Transfer your donations data from Pledge to Xero automatically 
  • Automatically create or update contacts
  • Create notes for your contacts
  • Draft quotes based on donations data
     

To learn more about Pledge’s integration with Xero, visit here. 

 

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Zoom

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