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.
W9Finder Founding Cohort: $1,188/year (first 25 firms, equivalent to $99/month billed annually); $1,788/year for standard annual price after founding cohort fills. Monthly plan: $149/month. Founding Cohort renews at $1,788/year unless canceled.
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
Flag missing W-9s and incomplete vendor details
Send secure request links for W-9 completion or upload
Review and approve vendor submissions
Export reviewed vendor data for filing
Encrypted TIN storage and masking
Staff access with owner-only controls
Works with QuickBooks vendor exports
Free Vendor Readiness Scanner tool
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
Centralizes W-9 tracking and requests in one workflow instead of email threads
Documents stored privately with secure, expiring request links
Built-in security for sensitive vendor data like SSNs and EINs
Stops W-9 chasing before the January filing deadline
Works with firms' existing filing processes, not 1099 e-filing
Reportpost
W9Finder