Xero gives you powerful accounting. We make those insights easy to understand and act on—delivered to your inbox every Monday.
$1 for 3 days, then $9/month • Works with your existing Xero account • Cancel anytime
You're not alone. Here's what we hear from Xero users every day:
Between clients, operations, and everything else, opening Xero to check your numbers keeps getting pushed to tomorrow.
Xero's comprehensive reports are great when you need them. Most weeks, you just want to know: am I on track?
If those key metrics landed in your inbox every Monday, you'd actually stay on top of your finances.
Report Pilot connects to your Xero account and sends you weekly summaries of the metrics that matter most.
Weekly Email Preview
Screenshot coming soon
Cash Position
See your balance and week-over-week change
Revenue & Expenses
Last 7 days compared to previous week
AI-Powered Insights
Plain-English analysis of what's happening
Goal Progress
Track hiring runway, revenue targets, and more
All data comes from Xero. We just make it easier to consume and act on.
Set up in 30 seconds. No changes to your Xero workflow.
Secure read-only access using Xero's OAuth. We pull your financial data safely—never change anything.
Automatically sync your financials and present them in clear, easy-to-read summaries.
Every Monday, get an email with your key metrics. Dashboard available when you want to explore deeper.
The weekly email gives you the highlights. The dashboard lets you explore trends, charts, and 12 months of history from your Xero account.
Think of it as a friendly layer on top of Xero—same accurate data, easier to understand.
You already pay for Xero's powerful accounting platform. For just $9 more per month, get weekly insights that help you actually use all that data.
Report Pilot connects to Xero using OAuth (the same secure method Xero's other add-ons use). We have read-only access, so we can pull your financial data but never change anything in Xero. Your Xero account stays exactly as you manage it.
Absolutely! Report Pilot isn't a replacement for Xero—it's an add-on. You still use Xero for invoicing, bills, bank reconciliation, and all your accounting needs. We just make it easier to stay informed about your financial position.
The dashboard shows charts, trends, and 12-month history—all pulled from your Xero data. You can always log into Xero directly for full accounting functionality. We're just a convenience layer.
Not at all. We only read data—never write, modify, or delete anything. Your accountant, bookkeeper, and your own work in Xero continue exactly as before.
Yes! Report Pilot doesn't change any Xero permissions. Your accountant continues accessing Xero normally. You can also add them as a recipient to get the weekly emails if they'd find them useful.
Yes! Report Pilot works with Xero Early, Growing, and Established plans across all regions. As long as you have a Xero account, we can connect to it.
You're already paying for Xero. For less than $2 per week, stay on top of what's happening in your business without extra effort.
Start $1 TrialWorks seamlessly with your existing Xero account. Cancel anytime.