Send Xero data to WhatsApp

Pulse Xero P&L, cash, and receivables charts to WhatsApp — without exporting reports.

Xero → WhatsApp

Pulse Xero P&L, cash, and receivables charts to WhatsApp — without exporting reports.

What gets delivered to WhatsApp

Revenue
Monthly revenue from P&L
Gross profit
Gross profit over time
Net profit
Net profit margin trend
Cash position
Cash on hand from Bank Summary
Aged receivables
Outstanding invoices by age bucket
Operating expense breakdown
OpEx by category
Sample AI summary

"Net profit is up 14% MoM on flat revenue — OpEx down $7k, mostly contractors. Aged receivables 30+ days grew from $22k to $31k; two invoices over $5k are now 60+ days."

How it works

1

Connect Xero

Link your Xero account to Chartcastr with secure OAuth authentication.

2

Select Your Data

Choose which charts, sheets, or data sources to monitor.

3

Configure WhatsApp

Set up delivery to WhatsApp channels, schedules, and recipients.

4

Automate & Deliver

Charts are delivered on your schedule. Add AI summaries on any paid plan trial.

Why Chartcastr for Xero to WhatsApp

Direct from Xero reports

Charts render from your P&L, Bank Summary, and Aged Reports — no CSV exports.

AI flags the financial signals

Revenue swings, cash burn shifts, and aging-receivables creep get surfaced every pulse.

Read-only OAuth

Chartcastr cannot modify anything in your Xero org — only read reports.

Compare with alternatives

Compare setup options for Xero → WhatsAppChartcastr vs Zapier

Frequently Asked Questions

Ready to connect Xero to WhatsApp?

Start sending automated data pulses from Xero to WhatsApp in minutes. No code, no manual exports.

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