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Statey

By Statey
4 out of 5 stars
Free 32 day trial available
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Automatically send statements to your customers on a weekly or monthly schedule. Statements are attached to the emails in PDF format. Add age analysis to your statements (30/60/90-day buckets). Manually send or download statements at any time. Customisable email template, sending history, and more.
Rated
4.0
out of 5
Reviewed by
4
Xero users
Try this app
Free 32 day
trial available
Listed for
2 years
May 2022

Overview

Statey integrates with Xero to automate and improve customer statements.

Set up a schedule to automatically send statements to your customers weekly or monthly. Statements are attached to the emails in PDF format.

You can also download or manually send statements at any time.

Key features

  • Automatically send customer statements of account (SOA's) on a weekly or monthly schedule.
  • Add age analysis (30/60/90-day ageing buckets to your statements).
  • Upload your logo to appear on your statements.
  • Customise your statement by choosing to hide or show each section — Outstanding Items, Age Analysis, Activity
  • Manually send or download statements whenever you want.
  • Customise your email template.
  • Email variables to insert information such as customer names and statement dates.
  • Full sending history with a copy of the PDF sent.
  • Delivery statistics to see which emails deliver or bounce.
  • Keep private customer notes to share with your team or for future reference.
  • Set up multiple schedules for different lists of customers on different dates. (Available on our Pro Plan).
  • Custom sending domain to improve deliverability and professional image. (Available on our Pro Plan).

Statey + Xero

Statey easily integrates with Xero to automate and improve customer statements.

Reviews & ratings

4.0 out of 5 stars
4 Reviews

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Most recent reviews

MV
Michael Venter
Posted 10 Jun 2024
5 out of 5 stars

Excellent Add-on

Unfortunately, XERO doesn't have a ageing bucket (30/60/90/120+) on the statement, which is actually a basic and fundamental aspect on a statement. Statey has bridged this vital gap by providing statements with this functionality and allowing one to created multiple statement runs set at different internals. Really love this add-on. Perhaps future development as a Debtors Management system....

Response from Statey

Thank you so much for your review, Michael! 😊
HS
Hennie Stander
Posted 17 Oct 2023
5 out of 5 stars

Brilliant

I'm so happy that I found Statey a few months ago. Sending statements used to be a manual process that resulted in late statements, and it frustrated our clients. Now, they receive their statements automatically and on time. My debtor's collections have improved and I give Statey some of the credit for that. Thank you!
One person found this review helpful.

Response from Statey

Thank you for the review, Hennie! 😊
LA
Lauren Anderson
Posted 13 Oct 2023
1 out of 5 stars

Incorrect statements sent

Sent incorrect statements to our entire customer base.

Response from Statey

Thank you for sharing your experience with Statey. We take our responsibility of providing accurate statements seriously. In your case, it was an unfortunate timing issue. We have refined our user interface to emphasise the need for adequate time between major bookkeeping tasks in Xero (such as automatic recurring invoices) and automated statement runs in Statey.

Additional info

Shared data

Xero
Statey
PayItemsshared from Xero to Statey
Overpaymentsshared from Xero to Statey
Prepaymentsshared from Xero to Statey
Invoicesshared from Xero to Statey
Currenciesshared from Xero to Statey
Credit Notesshared from Xero to Statey
Contactsshared from Xero to Statey
Bank Transfersshared from Xero to Statey
Bank Transactionsshared from Xero to Statey

Functions

Accountant toolsDebtor tracking

Industries

Accounting

App details

By Statey
Added in 2022

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Contact supportsupport@statey.app

32 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.