Stop hand-building the Monday finance update
Cash position, AR aging, MRR, and burn arrive in Slack and email on a cadence you set.
Most finance teams spend 4 to 6 hours a week pulling numbers, pasting into slides, and writing the same Monday summary they wrote last week. Chartcastr replaces that ritual. Connect Xero, your billing source, or a BigQuery view, pick the metrics, pick the recipients, and the Pulse arrives. AI commentary explains week over week movements. Anomalies get called out automatically.
Cash and AR on a schedule
Cash position from Xero or your accounting source, AR aging buckets, and overdue invoices land in your finance channel every morning if you want them to.
MRR and ARR roll-ups
Pulled from your billing system or a BigQuery view via Connected Sheets. Net new, expansion, contraction, and churn broken out for the exec briefing.
Burn rate in plain language
Cash out, runway months, and a sentence on what changed since last week. The CEO can read it without opening a spreadsheet.
Anomaly alerts that fire on their own
Threshold breach on AR aging or cash burn? Pulse posts a call-out at the top of the next delivery without a human noticing first.
Email goes to anyone, not just Slack users
Board members and external auditors get the polished email version. The team gets the Slack version. Same source, different format.
Quarter close without the scramble
Hand the auditor a clean record of what was reported, when, and how the numbers moved. Pulses persist.
What lands in your channel
Examples of what a finance team typically wires up in their first week.
Setup, end to end
- 1
Connect your finance source
Xero, QuickBooks via spreadsheet, or a BigQuery view through Connected Sheets. OAuth handles the auth, no spreadsheet exports.
- 2
Pick the metric and the chart
Cash on hand, AR aging, MRR roll-up, runway. Choose a chart type or accept the default Chartcastr picks for the metric shape.
- 3
Pick recipients and cadence
Slack channel, email distribution list, Microsoft Teams, or Google Chat. Daily, weekly, or monthly. Time zones respected per organisation.
- 4
Tune the AI summary tone
Choose exec brief, internal team, or board friendly. The narrative reads consistent across every delivery so nobody has to write it.
- 5
Send a test, then schedule
Test delivery lands in seconds. Adjust copy if needed, save, and the Pulse runs from then on.
Related reading
Common questions
Can Chartcastr connect to QuickBooks?
Today the cleanest path is QuickBooks data exported to a Google Sheet on a schedule, then connected to Chartcastr. Native QuickBooks support is on the integration roadmap.
What about restricted data only certain people should see?
Recipients are configured per Pulse. Cash position can go to a private leadership channel. AR aging can go to the broader finance team. Same source, different audiences.
Is this safe to use for board reporting?
Yes. Pulses persist with the data they were generated from. You can send the same Pulse to a board distribution list and have a record of exactly what was reported.
Do I need a data warehouse?
No. Most finance teams start with Xero plus a Google Sheet and never need anything else. If you do have BigQuery, Connected Sheets is the bridge.
Ship your first Pulse this week
Most setups take around 10 minutes from connecting a source to receiving the first scheduled delivery.
