Get more from your Xero data
with weekly email insights
Your key financial metrics, delivered to your inbox every Monday. No login required.
14-day free trial • $9/month after • Cancel anytime
Love Xero's features, wish you checked it more often?
Too busy to log in
Between clients and operations, checking Xero keeps getting pushed to tomorrow.
You want the highlights
Xero's reports are comprehensive. Most weeks, you just want to know: am I on track?
If it came to you, you'd read it
Key metrics in your inbox every Monday means you actually stay on top of your finances.
Your Xero data, simplified and delivered
We connect to your Xero account and send you weekly summaries of the metrics that matter most.
Cash Position
Balance and month-over-month change
Revenue & Expenses
Trends compared to previous period
AI-Powered Insights
Plain-English analysis of what's happening
Goal Progress
Track revenue targets, runway, and more
Set up in 30 seconds
No changes to your Xero workflow.
1. Connect to Xero
Secure read-only access via Xero's OAuth. We never change anything.
2. We organize your data
Your financials are synced and presented in clear, easy-to-read summaries.
3. Receive weekly insights
Get an email with your key metrics. Dashboard available when you want to dig deeper.
Try it free for 14 days
Full access to everything. Then $9/month or $79/year. Cancel anytime.
Frequently Asked Questions
How does this work with Xero?
Report Pilot connects using Xero's OAuth with read-only access. We pull your financial data but never change anything. Your accountant, bookkeeper, and your own work in Xero continue exactly as before.
Do I still need Xero?
Yes! Report Pilot is an add-on, not a replacement. You keep using Xero for invoicing, bills, and reconciliation. We just make it easier to stay on top of your numbers.
How does the free trial work?
You get full access to everything for 14 days. Your card is collected at signup but won't be charged until the trial ends. Cancel anytime during the trial and you won't pay a thing.
Does this work with all Xero plans?
Yes. Report Pilot works with Xero Early, Growing, and Established plans across all regions.