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Xero for charities is what we do best — from setup and support to training and reporting, we help nonprofits simplify their finances with confidence.
At Philanthropeak Coaching, we specialise in Xero for charities — helping UK-based charities, social enterprises, and development trusts build reliable, scalable financial systems inside Xero. Whether you’re starting fresh or stuck with a system that’s not working, we tailor our support to your goals.
We know the charity finance world — juggling restricted funds, project budgets, payroll, VAT, and funder deadlines — all while short on admin time. That’s where our Xero for charities support comes in.
What Our Xero for Charities Support Covers
- Fund and Project Tracking: Create grant and project categories that funders understand
- Funder-Ready Reports: Quickly generate clean Profit & Loss reports at all levels
- Staff Cost Allocation: Allocate salary costs across multiple projects with clarity
- System Optimisation: Tidy up your chart of accounts and simplify processes
- Integrations: Connect tools like POS, payroll, and budgeting apps to Xero
- VAT & Payroll Review: Ensure your setup is compliant and efficient
- Documentation & Training: Get SOPs and training that empower your team
Our Xero for charities service is practical, flexible, and built with your capacity in mind.
Flexible Xero for Charities Support Options
🔍 Xero Review – £300
A half-day remote review of your charity’s Xero setup. We’ll assess how you track projects, handle reports, and manage funder reporting — and deliver a clear, actionable plan to improve it.
🔧 Ad Hoc Xero Support – £400 per day
Book one day or more of focused support — ideal for report formatting, VAT troubleshooting, payroll alignment, or training. Use it when you need expert help with Xero for charities.
🧩 Bespoke Xero for Charities Package – £3,500
Includes up to 10 days of remote support. Designed for full implementation or rebuilds, we’ll work with your team to:
- Design your ideal Xero structure and tracking setup
- Clean and import historical data
- Build custom funder-aligned reporting tools
- Deliver documentation and staff training
Charities We’ve Helped with Xero
We’ve delivered expert Xero for charities support across Scotland and the UK — from national networks to local community-led trusts.
- DTAS (Development Trusts Association Scotland): Led Xero training and implementation across member trusts, contributing directly to DTAS achieving Xero Bronze Partner status.
- Ecology Centre Fife: Rebuilt their Xero system from scratch with fund tracking, staff coding, POS integration, and payroll setup.
- Gorebridge CDT: Implemented a full Xero refresh including VAT configuration and funder-facing reports.
- Thurso Development Trust: Migrated from Sage to Xero and developed a reporting and budgeting structure tailored to project-level management.
- Huntly Development Trust: Completed a full Xero implementation supporting a new community hub, including POS integration, payroll, and funder reporting tools.
- Other Charity Clients: We provide Xero for charities support for finance teams, freelancers, and CEOs navigating complex grant structures and reporting deadlines.
Why Choose Philanthropeak for Xero for Charities?
- ✅ Funder-ready reports in minutes, not hours
- ✅ Practical support for real charity finance needs
- ✅ Team confidence through training & documentation
- ✅ A system that grows with your organisation
Our Xero for charities clients get the clarity and control they need — without overcomplicating the process.
“Now we know exactly how our projects are performing financially — and we can report to funders in minutes, not days.”
— Gorebridge Community Development Trust
Book Your Free Discovery Call
Let’s talk about how our Xero for charities support can simplify your systems, save time, and give your team real clarity. No pressure, no jargon — just honest advice from someone who understands charity finance and Xero.
📧 Email: hello@philanthropeak.co.uk
