How Accounting Firms Share Xero Reports via Slack Connect
Send automated P&L, cash position, and receivables charts to clients through Slack Connect. Financial reporting without the wait.
How Accounting Firms Share Xero Reports via Slack Connect
Set up financial reporting that sends itself
Small business clients want to know two things: how much money came in, and how much is left. They hired you to keep the books clean, but they shouldn't have to wait until month-end to know where they stand.
Most firms send a monthly report. Maybe a PDF. Maybe a shared Xero login the client never uses. Either way, the client ends up asking "how's cash looking?" on Slack, and you go pull the numbers manually.
Connect Xero to Chartcastr. Create a Pulse. Point it at the Slack Connect channel you share with that client. Now the numbers show up before they ask.
Here's a setup for a small business client:
- Source: Xero for "Northshore Roasting Co."
- Metrics: P&L summary, cash position, accounts receivable aging, accounts payable
- Channel:
#northshore-financials(Slack Connect) - Schedule: Biweekly on the 1st and 15th
The business owner sees their financial health twice a month without logging into anything.
What your client sees
A chart arrives in the channel. Cash position over time. Receivables aging buckets. P&L snapshot. The AI summary explains what the numbers mean in plain language.
Cash position is $84,200, down from $91,500 two weeks ago. The dip is from the equipment purchase on the 8th. Receivables over 30 days grew to $12,400 -- three invoices from Coastal Cafe are outstanding. Payables are current. Revenue is tracking 8% above the same period last year.
Your client doesn't need to read a balance sheet. They see that cash went down, they know why, and they know which invoices to chase. All in a message they read in their regular Slack flow.
This builds trust. The client feels informed. They're not surprised at quarter-end. And when tax season comes around, they already have context for the numbers.
What to do next
Biweekly is a good default for financial reporting. Monthly works for stable businesses. Weekly might make sense for clients with tight cash flow or seasonal swings.
Keep the channel focused on financials only. If you also handle advisory work or tax planning, those conversations can happen in a separate channel. The reporting channel stays clean and searchable.
If the client has questions about specific line items, they reply in-thread. You answer there. The history builds a record of financial discussions that's way more useful than scattered emails.