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
4.4
out of 5Reviewed by
7
Xero usersTry this app
Free 32 day
trial availableListed for
2 years
May 2022Overview
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.
Getting started
Sign up at https://www.statey.app and connect your Xero organisation to get started.
Reviews & ratings
7 Reviews
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Most recent reviews
FL
Francesca Lewis
Posted 2 Apr 2025
Easy to use
I have been using Statey for a couple of years, and find it really helpful in chasing debts, choosing either outstanding items or an activity statement. It's easy to use, and choosing to select clients to exclude from a statement run on the day is an essential option if they have paid overnight/that morning.
Response from Statey
Thank you so much for your review, Francesca! It's been wonderful having you as a customer.
EH
Elma Harvey
Posted 1 Apr 2025
Excellent Add-on
Excellent add-on, showing outstanding items, age analysis (not available in Xero), payments received and allocations of those payments and activity. Lots of other settings and choices. A must to have for effective debtors control.
Response from Statey
Thank you, Elma!
MB
Michelle Barrows
Posted 28 Mar 2025
User friendly, makes life simpler
Statey has made my working life much easier. It is easy to navigate and use and most importantly, it is designed in such a manner that customers receive statements that is easy to read and understand.
Response from Statey
Thank you for your feedback and review, Michelle!
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 trackingAccountant 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
Contact supportsupport@statey.app32 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.