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.
Free: 8 pages forever, no credit card required. Basic: $5/month for 25 pages/month. Pro: $20/month for 500 pages/month. Business: $75/month for 2,000 pages/month. Annual plans available with 20% discount.
Key features
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
Converts multi-page PDFs in under 15 seconds
99.4% accuracy on amounts, dates and references
Supports 400+ global banks
Files processed in memory and deleted immediately
Handles password-protected PDFs
Free QuickBooks bulk tools included on all plans
Complies with GDPR and CCPA data protection standards
Supports OCR for scanned PDFs on Business plan
Team seats available on Business plan
What makes it different
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
Instant conversion in under 15 seconds with no queuing or manual processing required
Files never stored on servers; data processed in memory and deleted immediately
Supports 400+ banks worldwide including regional and digital banks
34 free QuickBooks tools included with every plan, no upgrades required
Export directly to QuickBooks, Xero and Google Sheets in one tool
Reportpost
Convert Statement