Overview
Statey helps Xero users send better customer statements—automatically.
Designed for small businesses, bookkeepers, and finance teams, Statey adds the professionalism and control that Xero's built-in statements can't match.
Set it once, and let Statey handle your weekly or monthly statement runs. PDF statements are attached to emails, personalised for each customer, and fully trackable.
You can also send or download statements manually at any time—ideal for one-off requests or follow-ups.
✅ With Statey, you can:
- Automate sending of PDF customer statements on a schedule
- Personalise email content with customer-specific details
- Get full delivery tracking and audit trails
- Customise statement content to fit your brand and message
Whether you're chasing payments or keeping customers in the loop, Statey saves you time and improves your communication.
Statey + Xero
Statey connects securely to your Xero account and syncs customer data, invoices, payments, and allocations. This live data is used to generate accurate, branded statements—without manual effort.
You stay in Xero for your bookkeeping, and use Statey to manage and send customer statements.
⚙️ Key Features
- 📅 Automated weekly/monthly statements
- 🧠 Smart Lists: Filter customers by rules like “has overdue balance” or “active last 60 days”
- 🧾 Custom statement sections: Show/hide age analysis, activity, credits, allocations, and more
- 🖼️ Add your logo and styling for a professional look
- 📨 Fully customisable email templates, including variables like name and statement period
- 🧾 PDF statement copies saved with full delivery history
- 📈 Email delivery stats (delivered, opened, bounced)
- ❌ Exclude individual contacts from automatic runs
- 📝 Internal notes for customers, visible only to your team
- 🔄 Multiple schedules for different groups of customers
- 🌐 Custom sending domain for better deliverability and branding
- 🕵️ Audit log: Track every change to email templates and statement settings
Statey doesn’t store your data if you decide to stop using the service. Disconnect anytime, no strings attached.
Getting started
📬 Send better statements in 4 simple steps:
- Click ‘Get this App’ to connect Xero with Statey.
- Customise your statement template to include the sections you need.
- Schedule automatic statement runs — or send manually, your call.
- Sit back while Statey sends clear, consistent statements to your customers.🥳
Statey keeps your Xero data in sync automatically, so your statements are always accurate, professional, and on time.
Reviews & ratings
Sort and filter
Most recent reviews
Easy to use
Response from Statey2 Apr 2025
Excellent Add-on
Response from Statey2 Apr 2025
User friendly, makes life simpler
Response from Statey28 Mar 2025
Additional info
Shared data
Functions
Debtor trackingAccountant toolsIndustries
Professional servicesConstruction and tradesAccountingApp details
Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@statey.app32 day free trial available
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