Xero Backup for Non-Profits

Charities and non-profits face unique accountability requirements. Donors, funders, and regulators all expect complete, accurate financial records. Boxkite automatically backs up your Xero data to Dropbox, protecting your donor records and grant tracking.

Why Non-Profits Need Xero Backup

Non-profit accounting requires careful stewardship. You're tracking restricted funds, allocated project costs, and donor contributions—all with legal obligations to account for how money is used. Funders can audit grants years later. HMRC can query Gift Aid claims.

Many charities rely on volunteers and part-time staff who may not follow consistent data practices. Well-intentioned "cleanups" can delete historical records. Staff transitions can lose institutional knowledge. An independent backup protects against these risks.

Critical Non-Profit Data

Donor contribution records
Grant income and expenditure tracking
Restricted vs unrestricted fund allocations
Gift Aid claims and HMRC submissions
Project and programme costs
Volunteer expense reimbursements
Trustee expense records
Annual report supporting data

Non-Profit Data Risks

Grant Funder Audit

A major funder audits how their grant was spent. You need to show exactly which expenses were allocated to their project. If someone miscoded transactions or archived old data, proving compliance becomes difficult.

Gift Aid Claim Query

HMRC questions a Gift Aid claim from two years ago. You need donor records with declaration dates and donation amounts. Incomplete records mean repaying the claim—with interest.

Restricted Fund Dispute

A donor claims their contribution was meant for a specific project, not general funds. You need to show how donations were recorded and allocated. Without historical records, the charity's reputation suffers.

Annual Accounts Preparation

Your accountant is preparing annual accounts and needs to verify fund balances. Someone archived old transactions, and the figures don't reconcile. Boxkite backup provides the missing history.

Non-Profit Compliance

  • Charity Commission requires accurate financial records
  • Grant funders often audit expenditure against approved budgets
  • Gift Aid claims require donation records with donor details
  • Restricted fund tracking is legally required
  • Annual accounts must be verifiable from transaction records

How Boxkite Helps

Fund Tracking Protected

All restricted/unrestricted allocations backed up automatically.

Donor Records

Complete donation history for Gift Aid and funder reports.

Grant Audit Ready

Prove expenditure against approved budgets.

Accountability

Independent records for trustees and regulators.

Works With Your Tools

DonorfyBeaconGoCardlessStripePayPal Giving FundJustGivingCAF Bank

FAQs

Protect Your Charity's Records

Start protecting your Xero data today with a free trial.

Start Free Trial