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.

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Statey is certified by Xero

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.

Create a smart group to filter Xero contacts by balance or activity

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.

Set up a custom schedule to automatically send Xero statements weekly or monthly

3. Personalise the Email Template

Customise the email that accompanies your statements. Use dynamic variables to personalise each message automatically.

Customise your Xero statement email template with personalised variables
Try Statey free for 32 days

You can cancel any time. No credit card required.

Features and Plans

Starter Plan

$ 10 per org, per month

All statement sections

Header (with custom logo), Outstanding Items, Age Analysis, Activity, and Footer.

Automated sending schedule

Automatically email statements to your customers on a weekly or monthly schedule. 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 begins sync'ing with Xero every 6 hours. More info

Email support

Get help with any issues or questions you have via email. More info

Multiple contact persons

Send statements to all of the contact persons linked to the customer in Xero. More info

Standard Plan

$ 25 per org, per month

Everything in Starter plan

All features in the Starter plan, plus...

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

Pro Plan

$ 50 per org, per month

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 domain

Send statements from your own domain, instead of 'statey.app'. More info

Advanced statement headings

Use our advanced editor to customise your statement headings. More info

Pricing

Compare Plans

Starter

$ 10
Per org, per month

Standard

$ 25
Per org, per month

Pro

$ 50
Per org, per month
All statement sections
Automated sending schedule
Personalised email template
Statement sending history
Delivery statistics
'Don't send' list
Customer search and filters
Manually send statements
Customer notes
Unlimited users
Automatic Xero sync
Email support
Multiple contact persons
Smart recipients list
Remove 'statey.app' watermark
Download recipients to Excel
Multi-currency support
Custom contact people
Multiple schedules
Custom sending domain
Advanced statement headings
Get started. Your first 32 days are on us.

You can cancel any time. No credit card required.