Reportpost

Reportpost automates the delivery of essential financial reports directly from Xero. This service connects securely to your Xero account with read-only access to provide timely, accurate financial information. Key features include: • Scheduled delivery of P&L, balance sheet, aged receivables, and more • Multiple output formats: PDF, Excel, or CSV • Custom report packs with period and comparison settings • Direct emailing to clients, directors, or any stakeholders • Secure, read-only Xero integration Reportpost eliminates the manual effort of exporting, formatting, and distributing financial statements. It ensures that key stakeholders receive up-to-date figures on a consistent schedule, whether weekly, monthly, or quarterly. The platform pulls fresh data from Xero before each send, guaranteeing that the numbers are always current. Setting up Reportpost takes only minutes. Users connect their Xero organization(s), build a customized report pack by selecting specific reports, defining periods (e.g., last month, YTD), choosing comparison columns, and specifying recipients and formats. A preview or test send option is available before reports go live. This tool is ideal for Xero users, bookkeepers, accounting practices, and business owners who need to keep clients, directors, and internal teams informed without the overhead of manual report preparation and distribution. It streamlines financial communication, keeping everyone aligned with the latest financial insights.