XeroQuickBooksSage

Weekly Cash Flow Digest

Every Monday morning, your whole team gets a single email showing overdue AR, invoices due this week, and overdue bills. Pulled live from your accounting software.

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What's in every digest

Overdue AR

Total value of invoices past their due date. Know exactly how much you're owed before chasing.

Due This Week

Invoices falling due in the next 7 days. Plan your cash position before money arrives.

Overdue Bills

Supplier bills past due. Stay on top of what you owe before it affects supplier relationships.

How it works

01

Connect your accounting platform

Link Xero, QuickBooks or Sage. Weekly Digest reads your AR and AP data at send time — always live, never cached.

02

Add your recipients

Add as many email addresses as you like — owner, office manager, accountant. Everyone who needs the weekly picture gets it.

03

Get your snapshot every week

Choose your send day. Every week your team receives a clean email showing overdue AR, invoices due this week, and overdue bills.

What's included

Live data every send

Pulled fresh from your accounting platform at the time of sending. Numbers are always accurate — no stale data.

Multiple recipients

Add your whole office team. Owner, accountant, operations manager — everyone sees the same picture every Monday morning.

Choose your send day

Monday to Sunday — pick what works for your week. Most businesses prefer Monday morning so the team starts the week informed.

Send preview now

Don't wait for the schedule. Hit "Send Preview" to get the current digest immediately — useful for board meetings or investor calls.

Graceful degradation

No accounting platform connected yet? The digest still sends — metrics show as zero until you connect. Never blocks.

No login required to read

Recipients get the full picture in their inbox. No app logins, no dashboards to remember. The email is the report.

Simple pricing

One price per company. Unlimited recipients, all three accounting platforms.

$19
per month
or $182/yr (save $46)
  • Unlimited recipients
  • Overdue AR summary
  • Due-this-week invoices
  • Overdue bills summary
  • Configurable send day
  • Send preview on demand
  • All 3 accounting platforms
  • Email support

Works with

XeroQuickBooksSage

Connects via official OAuth APIs. Read-only access to invoice and bill data. We never write to your accounting software.