Updates
Progress on Ratelift, newest first. Bookmark this page to follow along without inbox noise. Ratelift was called Uplift until 13 September 2026; earlier entries keep the old name. Ratelift is priced per job, with no subscription. Your first job of up to five templates is free and needs no card, and undoing a run is free for seven days: try it here. Feedback and feature requests: hello@ratelift.app. Most of what's below started as a user suggestion and shipped the same day; the forecast was prompted by watching the market rather than a direct ask.
27 October 2026
The forecast gets its own place on the front page
Ratelift has had a free Forecast & report page since September, but the front page mentioned it only in passing, and the comparison with Invoice X did not mention it at all. The front page now has a section of its own for it, between Import and what Ratelift will and will not touch, and the comparison has a tenth question: both tools forecast what the book will bill over the next one to three years, and Ratelift's forecast is free with no job to buy. Nothing about the forecast itself has changed.
25 October 2026
A way from the sample demo to your own book
The sample-data demo at ratelift.app/demo now has a link back to the front page beside the Ratelift mark, and a Connect to Xero button at the top of the templates page and again after the preview's cards. Your first job of up to five templates is free, and no card is needed. If you would rather watch a change being written before you try it on your own book, the screen where you choose an organisation now says that Xero's Demo Company works too, though it has only a few templates.
25 October 2026
A paused job says paused
While a job is paused, the line above its progress bar now reads paused instead of writing, for example batch 1 of 2 paused. It goes back to writing as soon as the job carries on.
21 October 2026
Short videos of Ratelift at work
The home page and the two guides now have short videos of Ratelift at work: a price rise from start to finish in two minutes, and shorter ones on importing from a spreadsheet, rounding and start dates, undoing a price change, and the templates held back when an invoice is due within two days. They show Ratelift's own screens on an invented sample business, narrated by an AI voice, with captions on screen. They are served from this site, and nothing loads until you press play.
21 October 2026
No price question on a free undo or finishing run
A finished job's report asks one question beside the fee: would you pay it for this job? It no longer appears on the report of a free undo, or of a run that finishes templates held back from an earlier job, because nothing was paid for either run: each is part of the job before it. It still appears on every other report, including a priced job's, your free first job's, and a Reverse this change after 7 days, which is a new job priced like any other.
20 October 2026
The preview leads with what is ready
The preview now opens with one box saying how many templates are ready to change. It is green, with a tick, when nothing needs a look; when some do it is amber, and its count is a link straight to them. Anything held back or left out is set out under it, and on a long job the box's Show all opens the rest of the cards. The preview also now says an 11% rise, not a 11% rise.
20 October 2026
A clearer button on the templates page
The button on the templates page that opens the preview now reads "Check the changes", not "Check and apply", and the preview's heading says the same. The old words could sound as if the button applied your changes. It does not: the preview writes nothing to Xero, and the button that does is "Apply to Xero", on the preview.
20 October 2026
Try Ratelift on sample data before you connect
You can now see Ratelift work before connecting Xero, at ratelift.app/demo. It is the real templates page, preview and report, on an invented business with 32 repeating-invoice templates: tick some, set a rise and read the preview line by line. Nothing there is connected to Xero, and nothing you do there is saved. The front page and the pricing page link to it.
20 October 2026
History names the job a finishing run finishes
In History, a run that finishes templates held back from an earlier price change now says which one, for example Finishing the price change of 14 Oct, in the same words as its report. While a job runs, the middle figure under the progress bar now reads in this batch instead of writing. It counts what is left of the current batch of 25, and a paused job is not writing anything.
20 October 2026
One name, one maker
Ratelift was called Uplift until September 2026. It is made by Aragon Software Ltd and is not connected to any other Xero add-on. The site now says so in the structured data search engines and assistants read, and lists the places Ratelift appears under its own name, so that an answer about Ratelift is an answer about this tool and no other.
20 October 2026
A plain comparison with Invoice X
Two tools do this job in Xero: Ratelift and Invoice X. A new page, Ratelift or Invoice X, answers Invoice X's own eight questions in our words, plus one of ours. Every line about Invoice X comes from their website, read on a stated date, and if we have anything wrong, email hello@ratelift.app and we will correct it.
19 October 2026
Tracking categories checked, and clearer sending labels
Templates that Xero sends automatically now say so, and every template shows a Tracking label when its lines carry tracking categories. Tracking is copied to the new template and checked line by line. The note about custom email messages now sits only on the templates that can have one.
19 October 2026
Less to read on the screens that matter
The check-and-apply page now starts with a two-sentence note, and on a phone the fee and the Apply button come before the list of templates. How Ratelift writes, the two settings Xero does not let apps copy, and the reasons behind each import question now sit under a short link next to what they explain: nothing has gone, and each is one click away. The CSV format guide on the Import page now starts closed.
18 October 2026
A tip for choosing the day to run
A template due to bill within two days of a price change is held back, because changing it that close to its invoice can make Xero bill the customer twice; it is finished once that invoice has gone out. The welcome screen, the calendar reminder and the price-change guide now suggest running on a day with few invoices due in the two days after it.
18 October 2026
Undo a price change, free for 7 days
A finished price change's report now has one button for the whole run: Undo this run, free for 7 days after it finishes. It shows you a preview that puts each template back to the price it had before the run, on the template as it is now, and leaves out any template you have changed in Xero or a later run has changed since, saying why. After 7 days the same button reads Reverse this change, a new job priced like any other. The per-template restore has gone, and our terms say so: you will be asked to accept them again once.
18 October 2026
More room on a wide screen, and clearer reasons on the report
On a wide screen the templates page and History now use up to 1,800 pixels, the extra room going to the templates table, and a preview or report up to 1,450. On a preview, the summary figure now changes as soon as you choose "Use £5 anyway" on a template. A job's report and its downloaded spreadsheet now give each held-back template its own reason: its invoice was due within 48 hours, or it still had an invoice to raise at the old price before your start date. When a price change would change nothing because Exact rounding leaves a change of less than a penny as it is, the message now says so.
18 October 2026
Two customers in their own words
The front page and both guides now carry a short quote from each of two founding pilot customers, one who put a price change through Ratelift and one who moved their repeating invoices into Xero with it. Both agreed to be quoted, and the words are theirs, unedited. The front page also now says a 300-template price change takes about 20 minutes to run, not 17, which is what we measured.
16 October 2026
The held-back reminder opens straight in Google Calendar or Outlook
The "Add to my calendar" button for held-back templates gave you a file to save and open. It is now one short line: Remind me on the day, with links that open the reminder pre-filled in Google Calendar, Outlook or Outlook.com, and the .ics file for Apple Calendar and everything else.
16 October 2026
Plainer promises, and the site reads as Ratelift for Xero
The pricing page and the front page now say exactly what happens. A template that fails Ratelift's check after a job is left as it was and shown on the report, and the whole fee for the job is refunded. Nothing is written to Xero until you press the final button on the preview. The page titles now read Ratelift for Xero, and a short plain-text summary of the product, for search tools, is at ratelift.app/llms.txt.
15 October 2026
Changes with a start date: tick everything once
A price change with a start date used to leave out any template that still had an invoice to raise at the old price before that date, and once that invoice had gone out nothing pointed you back to it. Now you can tick it with the rest: the templates page says "include when ready", and it joins the job held back, counted in its fee, while its old-price invoice goes out unchanged. Once that invoice has gone out, the templates page and the job's report offer Finish, and it is changed at the same price change at no extra fee.
13 October 2026
Prices with more than two decimal places are left alone
Xero lets a repeating-invoice price have up to four decimal places, such as 0.0125, but gives Ratelift the price rounded to two. A copy at the rounded price would change what that line bills, so a price change now leaves any such template unchanged and says why in the preview, naming the line. Change those templates in Xero by hand for now.
12 October 2026
No advertising, in writing
Our privacy policy now says plainly that Ratelift shows no advertising and never shares your data with advertisers. Nothing has changed in how we work: Ratelift has never shown adverts, sold data or set advertising cookies, and it is paid for by the fee for each job.
12 October 2026
A calendar reminder for held-back templates, and clearer history
When some templates are held back, the job's report and the templates page now offer "Add Thu 15 Oct to my calendar": a one-day entry on the day they can be changed. A job with one held-back template now reads "finish it", not "finish them". History on the templates page now reads like the History page, and a finishing run is titled "Finishing" and links back to the job it finishes. On the job's report, a held-back template that a later run has changed now says "Finished later".
12 October 2026
Held-back templates are part of the job you pay for, and you finish them free
A price change's fee now counts every template in the job, including the ones held back because they bill within 48 hours. Once their invoices have gone out, press Finish on the job's report or on the templates page: Ratelift shows a preview of just those templates, at the same price change, and changes them at no extra fee once you confirm. Jobs paid before today paid for the templates they changed only, so their held-back templates are changed as a new job.
12 October 2026
Held-back templates are now shown plainly
A price change holds back any template due to bill within 48 hours, because changing one that close to its invoice could make Xero raise that invoice twice. The preview, the finished report and History now say how many were held back, why, and the date each can be changed from. A held-back template is not written and not charged in that job, and its next invoice goes out at the old price.
12 October 2026
Guides: moving from Sage or another system, and the questions people ask
The import guide now covers moving repeating invoices to Xero from Sage, QuickBooks and other systems. Both guides now end with short answers to the questions people ask most. The public pages now say that Ratelift was previously called Uplift.
12 October 2026
New terms, data processing terms, and no more paying for held-back templates
Our terms have changed: Ratelift is for business use only, we will provide it with reasonable care and skill, and our liability is limited to £100,000 for all claims in any 12-month period, in place of the old cap of the fee paid for the job. Our data processing terms, which say how we handle the personal data in your Xero organisation for you, are now part of the terms and are at ratelift.app/dpa; you will be asked to accept the new terms at your next visit. The preview no longer offers to include templates due to bill within 48 hours: Ratelift's write step already refused them, so they are now left out of the run and out of the fee.
12 October 2026
Our privacy policy, corrected
We have corrected our privacy policy. It now names the companies that handle personal data for us, including Stripe for payments, Google for our mailbox and Anthropic for help with email; says where data can leave the UK and how it is protected; lists what we keep for your organisation and which cookies we use; and says what happens to your records after you disconnect: we keep them until you ask us to delete them, so a reconnect finds your history. Aragon Software Ltd, which operates Ratelift, holds professional indemnity and cyber insurance. The CSV guide on the import page now stays open until you close it, and your browser remembers it only once you open or close it.
11 October 2026
Keep your own rounding step on a small price
Under Set my own, a price your step is too big for takes a finer step and is marked in the preview. Where your step would only have raised it by more than twice the change you asked for, the preview now offers a third choice, such as "Use £5 anyway: 5.00, +47%", which shows the price it writes and that line's real change. Where your step would take a price to 0.00, move it the wrong way or leave it unchanged, the finer step stays. The report says on the template that your own step was kept, and its overall figure includes it.
11 October 2026
A clearer preview, and more room on a wide screen
When nothing in a preview needs a look, it now says so and lists all your templates, instead of heading them "Everything else". Templates are folded into one row only when there are more than ten of them, and that row now says each changes as your rule and rounding say. When rounding moves the overall change away from the figure you typed, on a rise or a cut, the summary now says rounding makes up the difference. On a wide screen the signed-in pages use more of the window, so more of each template's reference shows on the price grid.
11 October 2026
The preview puts what needs a look first
The preview now starts with the templates worth reading: one with a line rounded by a finer step, one already changed in the last 90 days, and any left out of the run, each with why. Everything else is folded into one row that you open to see every template, with a filter on a long list. On the first screen, Rounding, New prices from and Lines changed are now one list, each showing what is set and opening in place. The button that takes you there now reads "Check and apply", and nothing is written to Xero until you confirm.
11 October 2026
Rounding has three choices: exact, tidy or your own
When you change prices you can now round each one exactly to the penny, tidy it to a neat figure sized to its own increase (at +5%, £340 becomes £360 and £3.40 becomes £3.60), or pick one step of your own: 50p, £1, £5 or £10. Rounding against your change, down on a rise or up on a cut, can no longer be chosen. If your own step is too big for a small price, that line now takes a finer step and is marked on the price grid and in the preview, where you can change the template or leave it as it is; it is no longer left out.
11 October 2026
Rounding can't cut a price or swamp a small one
Rounding is applied to each line's unit price. If it would lower a price on a rise, take a line to £0.00, or more than double the change you asked for, Ratelift now leaves that template unchanged and says why in the preview. The preview also shows each template's invoice total before and after, each line's quantity and each line's own percentage change.
11 October 2026
The price grid shows the rounded price
When you choose rounding — to the nearest £1, or up to £5 — the figure beside each template now has that rounding applied line by line, exactly as the preview does, so the two always agree. It also now shows a figure for a fixed-amount change and when you filter by account code. The yearly total beside your rule shows the real overall change, rounding included, and says so when that differs from the percentage you typed.
8 October 2026
One question when you connect: when your prices next go up
Straight after you connect Ratelift to Xero, it now asks one question: when your prices next go up. Pick a month and, when there is time for them, Ratelift suggests a date three weeks before and one a week before, which you can add to your calendar. When the first date is at least two weeks away you can also tick a box, and a person at Ratelift will email you a reminder from hello@ratelift.app on those two dates; nothing is sent unless you tick it. The email address stays optional, you can answer “not sure yet” or “just looking”, or skip the question, and nothing about what Ratelift can see or change in Xero is different.
7 October 2026
What the email address is for, and a check for slips
To be clear about the address Ratelift asks for when you connect: Ratelift does not email run reports. Each report stays on its run's page and downloads as a spreadsheet. We use the address to reach you if a run needs your attention and to reply to your questions. If an address looks like a slip, such as gmail.con, the form now suggests the fix.
7 October 2026
One question when you connect: where to send your run report
Straight after you connect Ratelift to Xero, it now asks for one thing: the email address your run report should go to. You can skip it. If you give it, the short form before your first run arrives with it already filled in. Richard, who built Ratelift, may email once to ask how it went; tick the box on that screen if you would rather he didn't. Nothing about what Ratelift can see or change in Xero is different.
6 October 2026
Connect from the pricing page and the guides
You can now connect Ratelift to Xero from the pricing page, below the prices, and from the end of each guide, without going back to the front page. It is the same Connect to Xero button and the same terms tick as on the front page. Nothing else has changed.
6 October 2026
A plain record of how Ratelift is used
Ratelift now keeps a simple record of how the app is used: which actions happen and when, and which refusal messages are shown. None of it comes from your Xero data: it holds no customer names, invoice lines or amounts. It sets no cookie and is deleted after 24 months. We use it to see what trips people up and what to build next. The privacy page says exactly what is kept.
5 October 2026
The founding offer has closed; your first job is still free
The offer of free use until 31 March 2027 for the first ten organisations has closed to new organisations. Every organisation that connected before 6 October keeps it, and earns its place by completing a first job. For everyone, the first job of up to five templates is still free, with no card to enter; after that it is a flat fee per job by the number of templates written, shown before you confirm and refunded automatically if any template fails its check. The terms say so, and you will be asked to accept them once at your next visit.
4 October 2026
Runs finish by themselves: you can close the page
Once you confirm a job, Ratelift's server now carries it through to the end, whether the page stays open or not. Templates are written in batches, so a large run is quicker, and if Xero's daily limit is reached the run pauses itself and carries on when the limit resets. Nothing is rolled back because of a wait.
4 October 2026
Choose a branding theme when you import
An import can now put every new template on the branding theme you pick, or take a theme per row from a BrandingTheme column in your file; the preview shows which theme each template will get. Export for re-import carries the theme too. To list your themes Ratelift asks for two extra read-only permissions (contacts and organisation settings), so an organisation connected before 4 October is asked to reconnect once.
4 October 2026
Leave a customer out, tick everything at once, and see what was left out
A customer can be marked “leave out” from the row menu, and Select all will skip their templates on every future price change until you change it. There is a tick box in the table header that selects or clears everything in the current view. Every price-change preview now lists any ticked template that was left out, with the reason. A running job shows how far it has got.
4 October 2026
Reports as a spreadsheet, a History page, and a more forgiving search
A run report now downloads as an Excel file as well as a CSV. History is a page of its own, with every run for your organisation, newest first. The dashboard filter ignores capitals, hyphens, apostrophes and accents, so “co space” finds “Co-Space”. The top bar shows whether Ratelift is still connected to Xero, with a Reconnect link if it is not. A template with a £0.00 line no longer stops for attention.
4 October 2026
Ratelift is now operated by Aragon Software Ltd
From 4 October 2026 Ratelift is operated by Aragon Software Ltd, trading as Ratelift, rather than by its founder personally. Nothing changes in how the service works. The terms and privacy policy name the company, and you will be asked to accept the updated terms once at your next visit. Before an organisation's first run we also now ask once for a name and an email address, so we can reach you if something needs attention.
25 September 2026
No waiting to be switched on
Every organisation can now run live changes as soon as it connects; there is no approval step. An organisation's first job is free and limited to five templates, so you can see it work on something small before a full run.
23 September 2026
Full previews while your organisation waits to be switched on
If your organisation is still waiting to be switched on for live changes, you can now build and read a full preview of a price change or an import. Only the final confirm stays off until it is switched on; forecasts and exports work as before.
23 September 2026
Ask to be switched on from the dashboard
An organisation waiting for live changes now has a Request live access button on its banner, with an optional email address for our reply, so there is nothing to copy into an email. Nothing in Xero changes until we switch you on and you confirm a change yourself.
22 September 2026
Ratelift's fee kept apart from your customers' prices
The preview and the run report now show Ratelift's fee in its own card, next to a summary of what your customers will pay, so the two can't be confused. During the pilot the fee is £0.
22 September 2026
The price on every preview, and tabs for the two jobs
Every preview and report shows what that job would cost in its own box, with one optional pilot question: would you pay it? The top bar now has Price change and Import tabs, and stays in view on desktop.
22 September 2026
A clearer front page
The front page now explains Price change and Import side by side, says plainly what Ratelift will and will not touch in your Xero, and shows the pricing.
22 September 2026
Two jobs, and published pricing
Ratelift now names its two jobs, Price change and Import, the same way everywhere, and an import file can be dropped straight onto the page. Pricing is published: per job, by the number of templates written, with previews, the forecast, exports and rollback always free, and nothing charged during the pilot.
22 September 2026
Excel files saved on a Mac
When a plain Excel CSV could have come from Windows or a Mac, the import now asks which, so £ signs, accents and dashes come through correctly either way. The price-change form also keeps what you ticked and typed if you started before the page had finished loading.
22 September 2026
Safer imports and price changes
Imports now keep £ signs and accents from a plain Excel CSV, say which date order they read, warn when a template already exists in your Xero, and let you download any refused rows to fix. A fixed-amount change leaves 0.00 lines alone unless you ask, and repricing a template already done for the same date needs an explicit tick.
22 September 2026
Small fixes across the app
The import page states its limits (200 templates, 512 KB) before you choose a file, lists each refused line on its own, and shows every template's payment terms in the preview. Run-report downloads have clearer file names, and every signed-in page links to the terms, the privacy policy and this page.
16 September 2026
A fault, fixed the same day, and what changed because of it
A pilot user repriced one annual template on their live organisation and Xero raised invoices for two past years. Rolling it back did it again. The cause: Xero has no way to edit a repeating template, so Ratelift replaces it with a copy, and the copy carried the original's start date from years ago. Xero treats every period since a template's start date as owed and bills it at once. That is fixed: a copy now starts on the template's next invoice date, so there is nothing for Xero to back-bill, and restore does the same. We tested it on Xero's demo company with an old annual template and with a template set to email its invoices: no invoices, no emails. Three further changes: a price change or restore is refused within two days of a template's next invoice, so Xero can never raise it twice; after every run Ratelift now reads Xero's invoice list and shows on the run report any invoice raised by the templates it touched, in red, so a surprise is caught in seconds rather than by a customer; and live organisations are being switched back on one at a time, under supervision, rather than all at once. The user's invoices were voided within the hour, none had reached their customer, and the terms of use have been corrected to say plainly that creating a template can make Xero raise invoices. Our thanks to them for the clear report.
13 September 2026
A new name and address, and price changes with a start date
Uplift is now Ratelift, at ratelift.app — the old address redirects, and nothing changes in how you connect. Also new: give a price change a start date and the dashboard works out, from each template's own next invoice date, which templates are ready to change now, which must wait until their last invoice at the old price has gone out, and which were already done in an earlier pass — so a change that takes two passes can't be applied twice to the same customer. Only the ready ones can be selected, and the server checks again when you confirm. Free.
11 September 2026
Export for re-import, a spread view, and a preview link
Three additions to Forecast & report. Export for re-import downloads every repeating invoice template in the format Uplift's CSV import reads: a backup you can open in a spreadsheet, change in bulk, or use to move templates to another Xero organisation, where they come back as drafts starting from their next invoice date. The page lists what doesn't carry over (attachments, tracking, branding themes and send settings). A new “spread” view shares each invoice across the months it pays for, so an annual support contract shows as twelve monthly amounts instead of one spike: an estimate to plan with, not your accounts. And when a what-if looks right, “Preview this change” takes the percentage straight to the price-update screen, with the usual full preview before anything is written. Free.
11 September 2026
Forecast & report: what your repeating invoices will bill
A new Forecast & report page shows what your repeating invoices will bill over the next 12, 24 or 36 months, month by month and excluding VAT. Group it by contact, naming pattern, account code, currency or template, and download any view as a CSV. It respects end dates, can leave draft templates out, and has a what-if box (say +5% from 15 October) so you can see the effect of a price rise before you run it. A naming check picks out renamed plans, spelling variants and the same item billed at different prices, and possible duplicate templates are flagged. It reads the same data Uplift already uses: nothing is stored and nothing in Xero changes. Free.
6 September 2026
One question after imports, and a direct line
After an import finishes, the report now asks one question: did you have to set the contacts up in Xero yourself first? Xero won't let a repeating invoice create a contact, so the answers decide whether Uplift gets a helper that lists the missing names and produces a Xero-ready contact-import file. Pilot users also get a direct email address on the dashboard — quicker than the forum thread, and it keeps everyone else's inbox quiet.
3 September 2026
CSV import of repeating invoices
Bulk-create repeating invoice templates from a spreadsheet export — one row per invoice line, rows sharing a contact and reference become one multi-line template. Full preview before anything is created; everything lands as a Draft so nothing bills until you approve it in Xero. One rule the Xero API imposes: the contact must already exist under the exact name in your CSV (repeating invoices can't create contacts). Suggested by a pilot user; live the same day.
3 September 2026
Round to 50p, £5 and £10
Price changes can now round to the nearest 50p, £5 or £10 — up, down or nearest — alongside penny and £1. So "+3.6%, round up to the nearest £5" gives tidy price points in one pass. Suggested by a pilot user; live the next day.
31 August 2026
Pilot opens — free while we go through Xero App Store certification
Bulk price updates for Xero repeating invoices: pick templates, set a percentage or fixed change, preview every line before anything is written, apply with field-by-field verification, and undo any change with one click. Privacy policy and pilot terms published. Works on sales repeating invoices only — the Xero API can't recreate supplier-bill templates.
Next: more customers, and a Xero App Store listing later. Pricing · Privacy · Terms