Bank statements to Excel, CSV, QuickBooks Online, or Xero, checked against your balances
Email your Xero reports on a schedule
Stage
Not given
Startup
Founded
Not given
2026
Based in
Not given
AT
Pricing model
Freemium
Paid
Pricing
Free: 3 pages per day. Pro: $15/month for 500 pages per month. Business: $30/month for 2,000 pages per month. 100-Page Pack: $9 one-time.
Solo: US$12/month or US$120/year (US$10/month with 2 months free yearly); Bookkeeper: US$39/month or US$390/year (US$32.50/month with 2 months free yearly); Practice: US$99/month or US$990/year (US$82.50/month with 2 months free yearly). 14 days free trial on every plan, no card required.
Key features
Batch convert up to 24 PDFs at once
Merge multiple statements into single file
Rule-based extraction without AI
Files automatically deleted within 1 hour
Support for 10+ major U.S. banks
Send Profit and Loss, Balance Sheet, Trial Balance, Executive Summary and other financial statements
Combine reports into PDF, Excel workbook, or individual CSV files
Schedule reports to send weekly, every two weeks, monthly or quarterly
Send to up to 20 recipients per schedule
Add comparison columns for previous periods
Filter reports by tracking category such as region or department
Custom cover page with company logo and colours
Encrypted storage of Xero access tokens
Send test reports before saving schedules
What makes it different
Balance-checked conversions verify against statement totals
No AI processing or data training
Fast conversion in seconds with no setup required
Private by design with automatic file deletion
Pay only for what you use
Automates what Xero cannot yet do itself—Xero has no built-in scheduled report emailing feature
Fresh figures pulled from Xero at send time, not from saved exports
Recipients need no Xero login or Reportpost account to open reports
Copy schedules between clients to save setup time
Financial data not stored—reports generated at send time only