Unlimited statements
Send as many email statements as you need to all of your customers, on any schedule. Statements sent by your own systems through our API are subject to a daily fair-use limit.
Automate Your Xero Statements
If you're looking for an easy way to automate sending customer statements in Xero, Statey can help. Our plugin lets you automatically send statements on a schedule without manual work.
You can cancel any time. No credit card required.
Statey is certified by Xero
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How it works
How to automatically send customer statements in Xero
Manually sending statements in Xero can be time-consuming and easy to forget. With Statey, you can schedule automated statement delivery, making sure your customers always get their statements on time — without the manual work.
1
Define a Smart Group
Use smart filters to create dynamic contact groups. Target customers based on their balance, activity, or other criteria.
2
Create a Custom Schedule
Set up automatic statement runs on a weekly or monthly basis. You can create multiple schedules for different customer groups.
3
Personalise the Email Template
Customise the email that accompanies your statements. Use dynamic variables to personalise each message automatically.
Try Statey
free
for
32 days
You can cancel any time. No credit card required.
Features and plans
Every plan builds on the last
Starter Plan
$10 USD per org, per month
or $110 USD billed annually — save ~8%
All statement sections
Header (with custom logo), Outstanding Items, Age Analysis — with eight configurable ageing bucket presets, anchored to invoice date or due date — Activity, and Footer.
Automated sending schedule
Automatically email statements on your schedule — every 1 to 15 weeks or months, on a chosen weekday, a date (1st–28th or last day), or the nth weekday of the month, at any hour. More info
Personalised email template
Customise the email sent to your customers and use dynamic fields. More info
Statement sending history
View all previously sent statements. More info
Delivery statistics
See who's receiving your statements and who isn't. More info
'Don't send' list
Exclude specific customers from being automatically emailed. More info
Customer search and filters
Quickly search for a customer or apply a filter to find a group of customers. More info
Manually send statements
Manually send statements to a single customer or to a group of customers. More info
Customer notes
Add private notes to a customer that you and your team can see. More info
Unlimited users
All of your team members with access to your Xero organisation can log in and use Statey. More info
Automatic Xero sync
Statey automatically syncs with Xero every 6 hours — and on Standard and Pro, runs an extra sync in the hour before each scheduled run. More info
Email support
Get help with any issues or questions you have via email. More info
Standard Plan
$25 USD per org, per month
or $275 USD billed annually — save ~8%
Everything in Starter plan
All features in the Starter plan, plus…
Excel statements
Send statements in Excel format. More info
Multiple contact persons
Send statements to all of the contact persons linked to the customer in Xero. More info
Smart recipients list
Select a Xero contact list and apply a filter to make your schedule more specific. More info
Remove 'statey.app' watermark
Remove 'www.statey.app' from the statement PDFs. More info
Download recipients to Excel
Download lists of past and upcoming statement recipients to Excel. More info
Multi-currency support
Send statements to customers that trade across multiple currencies. More info
Custom contact people
Add custom contact people to a customer in Statey, instead of using Xero's contact people. More info
Advanced statement headings
Use our advanced editor to customise your statement headings. More info
Pro Plan
$50 USD per org, per month
or $550 USD billed annually — save ~8%
Everything in Standard plan
All features in the Standard plan, plus…
Multiple schedules
Configure multiple schedules to send statements to different groups of contacts. More info
Custom sending domains
Send statements from your own domains, instead of 'statey.app'. More info
API and webhooks
Connect your own systems to Statey to read balances, generate statements and send them. API sending is subject to a fair-use limit of 5,000 recipients a day. More info
Pricing
Compare plans
Starter
$10 USD
Per org, per month
or $110/yr
Standard
$25 USD
Per org, per month
or $275/yr
Pro
$50 USD
Per org, per month
or $550/yr
Unlimited statements
Included
Included
Included
All statement sections
Included
Included
Included
Automated sending schedule
Included
Included
Included
Personalised email template
Included
Included
Included
Statement sending history
Included
Included
Included
Delivery statistics
Included
Included
Included
'Don't send' list
Included
Included
Included
Customer search and filters
Included
Included
Included
Manually send statements
Included
Included
Included
Customer notes
Included
Included
Included
Unlimited users
Included
Included
Included
Automatic Xero sync
Included
Included
Included
Email support
Included
Included
Included
Excel statements
Not included
Included
Included
Multiple contact persons
Not included
Included
Included
Smart recipients list
Not included
Included
Included
Remove 'statey.app' watermark
Not included
Included
Included
Download recipients to Excel
Not included
Included
Included
Multi-currency support
Not included
Included
Included
Custom contact people
Not included
Included
Included
Advanced statement headings
Not included
Included
Included
Multiple schedules
Not included
Not included
Included
Custom sending domains
Not included
Not included
Included
API and webhooks
Not included
Not included
Included
You can cancel any time. No credit card required.