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 joinery business with one big customer, a large overdue invoice and a jump in timber costs. Showing the owner's own version.

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From ReportPilot

Inbox preview

Kauri Joinery Ltd: cash $79.6k (-$1.4k) · 3 invoices overdue

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.

Get this for your business

Connect Xero and your first insights are ready in the app once your history has loaded, usually within a few minutes. Then the email comes every Monday at 7am.

Connect Xero, free for 14 days

Read-only. Nothing in Xero changes.
No card for the trial.

Open this business's dashboard

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.