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 trial: 30 days with all features included, no card needed. Starter: $24.99/month for up to 5 clients and 1 workspace. Pro: $49.99/month for up to 20 clients per workspace and 3 workspaces. Complete: $74.99/month for unlimited workspaces and clients.
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
Online estimate approval with client sign-off
One-tap invoice conversion from estimates
Card and bank transfer payments through Stripe or PayPal
Client portal for invoices, estimates and payments
Receipt scanning with automatic data extraction
Time tracking converted to invoice line items
Financial reports including profit, cash flow and sales tax
Import from QuickBooks or FreshBooks
1099 tracking and export for subcontractors
Recurring invoices for regular work
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
Client portal where clients pay and manage invoices without leaving to check email
Check payment recognition with automatic invoice matching
Reportpost
LedgerDesk