Xero
Data Source Integration
Connect Xero to Chartcastr and turn your accounting data — P&L, cash position, receivables, and payables — into automated charts delivered straight to Slack or email.
Available Metrics
Revenue & Profitability
Revenue, gross profit, net profit, and revenue vs expenses from your Profit & Loss report — tracked over time.
Operating Expenses
Expense breakdown by account category from your P&L, so you can spot cost trends and outliers.
Cash Position & Flow
Closing bank balances and cash in vs out across all accounts from your Bank Summary report.
Aged Receivables & Payables
Outstanding invoices and bills bucketed by overdue days — see who owes you and what you owe at a glance.
How It Works
Connect your Xero organisation
Authorise read-only access via OAuth. No write permissions are requested.
Pick your metrics
Choose from 10 pre-built financial metrics across profitability, expenses, cash, and receivables.
Schedule & deliver
Set a schedule and deliver charts with AI summaries to Slack or email. Most teams send P&L weekly and cash daily.
Connect Xero to Chartcastr
Start building automated financial reports from your Xero organisation.
Available on all paid plans.