Xero for charities — financial clarity for trusts and social enterprises
Our Xero for charities service is built for UK nonprofits. We help you build a system that actually works. So instead of wrestling with spreadsheets, you get clear fund tracking and funder-ready reports. As a result, your finance team finally knows exactly where it stands.
We are also a Xero Level 2 Certified Professional practice. That means you are in safe hands from day one.
What our Xero for charities support covers
We cover everything you need to get Xero working properly for your organisation. For example, here is what is included.
- Fund and project tracking for grants
- Funder-ready profit and loss reports
- Staff cost allocation across projects
- Chart of accounts cleanup and optimisation
- Integrations: POS, payroll, budgeting apps
- VAT and payroll compliance review
- SOPs and team training
Support options
We offer three ways to work together. So whether you need a quick review or a full rebuild, there is an option that fits your budget and your timeline.
£300
Xero review
A half-day remote review of your setup. First, we identify what is working and what is not. Then we give you a clear plan to fix it.
£400 / day
Ad hoc support
Need help with reports, VAT, or payroll? Simply book one day or more of focused support when you need it most.
£3,500
Bespoke package
Up to 10 days of remote support. We handle the full implementation. That includes historical data and custom reports. Finally, we deliver staff training so your team can manage things confidently going forward.
Organisations we have worked with
We have delivered Xero for charities support across Scotland and the UK. Here are some of the organisations we have helped so far.
DTAS
We delivered Xero training and implementation across member trusts. As a result, DTAS achieved Xero Bronze Partner status.
Ecology Centre Fife
We completed a full Xero rebuild from scratch. This included fund tracking, staff coding, POS integration, and payroll setup.
Huntly Development Trust
We delivered a full implementation for a new community hub. In addition, we set up POS, payroll, and funder reporting tools.
Other charity clients
We also support finance teams, freelancers, and CEOs dealing with complex grant structures and tight funder deadlines.
“We are now much more confident that we have a complete, accurate, and up-to-date overview of our financial position.”
— Huntly Development Trust
Why choose Philanthropeak for Xero for charities
We understand charity finance because we have worked in and alongside the sector for years. So our support is practical, not theoretical. Here is what that means in practice.
- Funder-ready reports in minutes, not hours
- Practical support for real charity finance needs
- Training and docs that empower your team
- A system built to grow with your organisation
Book a free discovery call
Not sure where to start? That is exactly what the discovery call is for. We will listen first and then give you honest advice about your Xero for charities setup.
There is no pressure and no jargon. Just a straightforward conversation about what would actually help.
