Automatically send customer statements on your schedule — weekly, fortnightly or monthly. Add age analysis with eight bucket presets (30/60/90, 7/14/28 and more), send as PDF or Excel, from your own email domain, and track delivery per recipient. It's like invoice reminders, but for statements.
Rated
4.6
out of 5Reviewed by
10
Xero usersTry this app
Free 32 day
trial availableListed for
4 years
May 2022Overview
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 or Excel 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 or Excel 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.
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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. It's the missing 'statement reminders' feature.
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
- 📊 PDF or Excel statements
- 🖼️ Add your logo and styling for a professional look
- 📨 Fully customisable email templates, including variables like name and statement period
- 🧾 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.
Pricing plans
This app includes a free 32 day trial
*All prices are exclusive of tax
Starter
Automated statements, age analysis and delivery tracking.
USD 10.00 /month (billed monthly)
- Unlimited statements to unlimited customers
- Automated schedule, every 1-15 weeks or months
- Age analysis with eight bucket presets
- Anchor ageing to invoice date or due date
- Personalised email templates with dynamic fields
- Delivery statistics: see who received what
- Full statement sending history
- 'Don't send' exclusion list
- Manual sends to one customer or a group
- Unlimited users and automatic Xero sync every 6 hours
Standard
Adds Excel, smart recipient lists and multi-currency.
USD 25.00 /month (billed monthly)
- Everything in Starter, plus:
- Excel statements as well as PDF
- Smart recipient lists from Xero contact groups
- Multiple contact persons per customer
- Custom contact people added in Statey
- Multi-currency statements
- Advanced statement headings editor
- Download past and upcoming recipients to Excel
- No 'statey.app' watermark on your PDFs
- Extra Xero sync in the hour before each run
Pro
Adds multiple schedules and your own sending domain.
USD 50.00 /month (billed monthly)
- Everything in Standard, plus:
- Multiple schedules for different customer groups
- Send from your own domain, not 'statey.app'
Pricing is provided by app partners. Pricing is correct at time of publishing.
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
10 Reviews
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Most recent reviews
AP
Anton Potgieter
Posted
Great solution, exceptional team!
The Statey support and response time is unbelievably good. The product also fills a very sorely needed gap, that of properly aged statements. A complete lifesave - without this we would probably have had to move away from Xero.
Response from Statey
Thank you so much for your review, Anton! We're really happy we could help out 🙏.
GS
Gagan Sawhney
Posted
Outstanding application
Statey is an excellent application that offers a clear and detailed view of customer statements, including outstanding balances, aged statements, and recent activity. The intuitive interface and statement previews make it easy to identify missing emails or unallocated credits.
The application is remarkably fast and responsive, which greatly enhances productivity. Most importantly, the support team is extremely helpful and quick to respond, ensuring a seamless experience.
Highly recommended for businesses that want a more efficient and transparent way to manage customer statements.
Response from Statey
Thank you, Gagan! It's great to have you on board! 😃
RB
Reynardt Badenhorst
Posted
Onboarding
We’ve finally jumped on Xero—about time, right? After browsing various apps and integrations, this one looked perfect to streamline our processes and take some weight off our shoulders. We gave it a whirl during the trial and decided to dive in. Can’t imagine working without it now!
Response from Statey
Thank you for sharing your experience, Reynardt! 🙂
Additional info
Shared data
Xero
Statey
PayItemsshared from Xero to Statey
Overpaymentsshared from Xero to Statey
Usersshared 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
Debtor managementAccountant toolsIndustries
Professional servicesConstruction and tradesAccountingApp details
By Statey
Added in 2022Countries
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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