Automate and improve customer statements. Add 30/60/90-day ageing, set a custom schedule, and let Statey automatically and reliably send your statements.
Rated
4.0
out of 5Reviewed by
4
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collectionOverview
Statey is for any organisation wanting to automate or improve customer statements. A seamless extension for Xero.
Key features
- Add 30/60/90-day ageing to customer statements.
- Optionally combine activity and outstanding statement formats.
- Set up custom email templates.
- Manually send statements on request.
- Automatically send statements on a weekly or monthly schedule.
- Review sent statement runs to see who received or bounced.
Statey + Xero
Statey integrates with Xero to automate and improve customer statements.
Getting started
Sign up at https://www.statey.app and connect your Xero organisation to get started.
Reviews & ratings
4 Reviews
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Most recent reviews
MVMichael Venter
Posted 10 Jun 2024
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
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
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 trackingIndustries
AccountingApp 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
Contact supportsupport@statey.app32 day free trial available
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