Automate and improve customer statements. Add 30/60/90-day ageing, set a custom schedule, and let Statey automatically and reliably send your statements.
Overview
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, opened, 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
3 Reviews
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Most recent reviews
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!
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.
LMLara Manton
Posted 13 Jul 2023
Great for automatic statements
Statey provides a feature that Xero is missing - automatic statements. The ability to schedule statements, have them come from a specific email/reply to & have the breakdown of 30/60/90 days. It's really helped a client reduce credit control time & great feedback from their customers. The ability to use Xero contact groups & more customisation on the statements are great. All for a low lost as well.
2 people found this review helpful.
Response from Statey
Our first review! 🥳
Thank you for the feedback, Lara! 😊
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.appAlthough 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.