Xero Practice Manager
Data Source Integration
Connect Xero Practice Manager (XPM) to Chartcastr for automated charts on active jobs, invoiced revenue, WIP, and staff utilisation — delivered straight to Slack or email with AI-powered analysis. XPM is an enterprise-only integration: book a demo or contact us to enable it on your account.
Features
Active Jobs & Staff Utilisation
Track active jobs by client and staff utilisation rates with weekly trend charts.
Invoiced Revenue
Visualise invoiced revenue over time, by client and by staff member.
Client Productivity
Break down billable hours, revenue, and write-offs by client to spot top performers and at-risk accounts.
WIP & Aged Debtors
Monitor work in progress, unbilled time, and aged debtor balances with scheduled delivery.
Get XPM reporting in Slack
Xero Practice Manager is part of our Enterprise tier. Book a demo and we'll walk through how it fits into your accounting practice.
