Enter your idea

Hi Xero,
It’s quite a while since we heard back from you as to whether you’ll progress the bank feed with CAF. Our trustees are going to make a decision in the next three months about switching software packages, so it would be good to hear soon whether this auto bank feed will happen anytime soon or at all.

Many thanks

Having just switched banks to CAF it has been a surprise to learn that there is not an automatic bank feed already in place with Xero.
We have used Xero for many years and having an automatic bank feed has saved considerable time, so we can't stress enough how much one with CAF would be valued as a small charity.

We would really value an automatic feed. As a small charity we have so many jobs to do with few people and having to manually upload statements is just another task that needs to be done. It would making accounting so much more efficient and help us enormously.

It is vital to our accounting procedures that we have an automatic feed. Please do your best to see to this.

We have just changed our bank to CAF and I have tonight gone to add the automatic feed to Xero, only to find out I can’t. An automatic feed is critical to our organisation, and if this cannot be resolved asap, we will have no option but to transfer to another system provider.

Adding our charity's interest in XERO pursuing setting up a bank feed integration with CAF Bank. The absence of this makes our lives more difficult and is currently very manual which takes us away from our core business which is supporting our beneficiaries. As an organisation with minimal staffing this means we spend a lot more on accounting as the reconciliation process takes longer. Many charities bank with CAF so by adding this functionality you would really help- position XERO as the go to accounting software for charities.

Dear Xero & Clive Mence,
I use Xero for my charity clients, and use the tracking categories to get the Sofa Accounts.
The 1st tracking category if for reserves, and the 2nd tracking category I use for the Sofa.
I then use other software (or use an Independent Examiner) to complete the charity accounts. However, as regulations are changing, ie Charities may soon be required to submit iXbrl accounts (if they are also a company), it would be great if Xero could help with this.
Elizabeth Sanders Limited

Dear Kelly Munro (Dec 16), Georgia Clarke (Jul 28) and Kelly Middleton (Jul 4),

We all hope you have had a pleasant break for Christmas and wish you a prosperous New Year; and thank you for your nearly identical replies over 2025.

Whle you are considering helping charities, could you provide standard templates for Income and Expenditure, and Balance Sheet specifically for charitites as they differ in format from those you provide for limiited companies.

Yours faithfully
Clive Mence
Hon. Treasurer, National Honey Show

Yes please I would really want you to pursue setting up a bank feed integration with CAF Bank. I'm currently looking to move my charities accounts onto Xero and this would make the whole process more efficient.

Yes please, it would save so much time and thus have lower costs for our charity clients.

Thank you for the update and for acknowledging the growing demand for a CAF Bank feed. Many UK charities rely on CAF and Xero together, and we appreciate that Open Banking integrations depend on third-party providers. That said, we would strongly encourage Xero to continue prioritising and sponsoring CAF support within its aggregator partnerships. The absence of a live feed creates avoidable manual work and governance risk for charities, particularly those run by volunteers. A CAF feed would unlock significant value across the charity sector and materially improve accuracy, transparency, and audit readiness.

Linking Xero with CAF would help charities manage finances seamlessly, save time, reduce admin costs and increase transparency for donors. This integration positions Xero as a leader in supporting nonprofits with efficient, innovative solutions that drive real social impact.

Yes please! I use Xero regularly and have been anticipating the link between Xero and CAF bank to gain the benefit of saving time.

I have to agree with all those who have commented before me that a bank feed for CAF bank would make a big difference in saving precious time. The bank feeds have been something I have valued in a past role so it would be great to see that for CAF - I know how reactive Xero can be when there is a customer need for something so would be great to see this pushed further up the agenda for action.

Hi
As a Treasurer for a Charity, using CAF bank, our services include Food banks, Debt management services and skills improvement services to help people to help themselves. We are all about bringing hope to people who are feeling lost and do not know which way to turn. Anything that can save admin time, so that I can spend more time working with people in need, is of huge importance to me. I look forward to a time when the bank feed facility is available to CAF bank users. Thankyou.

Thanks for the update Kelly, I appreciate the reply :-).

Further to this, it would be great if you could please clarify:

- Which bank-feed / Open Banking integrator(s) Xero would use to support CAF Bank?

- Whether Xero or its integrators have formally reviewed or engaged with CAF’s Open Banking APIs yet? If not, when might one or more definitively plan to?

- Whether CAF Bank is on Xero’s bank-feed roadmap? If so, whether there is any indicative timeline or milestone for delivery you could share with us all?

Understanding whether this is a technical blocker, an integrator-readiness issue, or a prioritisation decision would help me plan appropriately.

We know as small charities we're not a lucrative customer set, but Xero offering Non Profit discounts says that our worth is appreciated by Xero! If you could proactively engage with a third party integrator to push this - perhaps as a CSR initiative? We'd be a very grateful, if not super profitable, customer group!

Thanks! Amber

This is now the 4th top idea by votes. It would be great to get an update from the Xero team on where this is up to. There is a large number of people posting and probably the same again not- an update before year end would be really appreciated for all 404 frustrated posters.

This is really essential for charities like our’s

Adding my support for a link with Xero

HI Folks

I tend to second LB’s previous comments below. We were previously with QuickBooks and suffered all sorts of errors which has not occurred with Xero.

If is frustrating that there is not an automatic feed for CAF and as many of you have mentioned - time consuming to do manual imports.

After considerable discussion with our accountants we have taken the decision to move away from CAF to another bank that already has automatic Xero feeds. Frustrating and initially time consuming but now all running smoothly.

Good luck to those that decide to remain with CAF.