Sample email

A sample Monday email

This is the real email, generated by ReportPilot from 24 months of made-up figures for a sample business. Pick a business to see how the email changes with the numbers.

Owner's own version Sent by a bookkeeper

A bakery that hired a baker four months ago: small losses and cash falling each month. Showing the version a bookkeeper sends to a client.

Send this to your clients Free for 14 days. No card. Read-only.

Rather not share real figures yet? Try it on Xero's Demo Company: every Xero login includes a free one with realistic sample figures, so no real numbers are shared.

From Tui Ledger Bookkeeping via ReportPilot

Inbox preview

Lantern & Loaf Bakery: cash $40.5k (-$479) · 2 invoices overdue · cash lasts about 5 months

to the owner

Every email also has a plain-text part. View the text version.

How it is put together

The subject line carries the headline numbers, so you get the gist from the inbox.
Changes are ranked by how much money is involved; the biggest one becomes the headline.
Every number is worked out from the Xero figures. Where it explains a change, it names the account behind it.
"One thing to do this week" picks the most useful single action: usually the biggest overdue invoice.
The dashboard link opens 24 months of history without a password.

Send this to every client

Connect your clients' Xero files and their first insights are ready in the app once their history has loaded. Each client's Monday email starts addressed to you only, so you see what it says before a client does.

Connect client files, free for 14 days

The trial covers up to 15 client organisations. No card.
Read-only access to Xero.
Then 15 clients for $49 a month.

How it works for bookkeepers

Rather not share real figures yet? Try it on Xero's Demo Company: every Xero login includes a free one with realistic sample figures, so no real numbers are shared.