How do I get my Xero Cash Flow Report automatically?

Connect Xero to Chartcastr, select the metrics you want to track, choose Slack or email as your destination, and set a weekly schedule. Chartcastr generates and delivers the chart with an AI-powered summary automatically.

Can I customize what's in my Xero Cash Flow Report?

Yes. You choose which metrics to include, the chart type, delivery schedule, and destination channel. You can also add context from Notion, Google Docs, or Slack threads to make the AI summaries more relevant.

What chart type works best for a Cash Flow Report?

We recommend a area chart for this report because it best visualizes cash balance and cash inflows trends. You can switch chart types anytime from your Chartcastr dashboard.

How often should I receive this report?

We recommend weekly delivery for this report. This gives your team timely data without notification fatigue. You can adjust the schedule to any frequency including hourly, daily, weekly, or custom cron expressions.

Does the report include AI analysis?

Yes. Every report delivery includes an AI-generated summary that highlights what changed, why it might matter, and what to look at next. The AI uses context from your Slack threads and connected documents to provide relevant insights.

Automate Your Xero Cash Flow Report

Get your Xero Cash Flow Report delivered to Slack or email. Track cash balance, cash inflows with AI insights.

Weekly · Finance, founders, CFO

Get your Xero Cash Flow Report delivered to Slack or email. Track cash balance, cash inflows with AI insights.

Xero docs

What This Report Tracks

Key Metrics

Xero Cash Flow Report

Track cash position, inflows, and outflows over time to forecast runway and avoid surprises.

cash balancecash inflowscash outflowsnet cash flow

Manual vs. Automated

The Manual Way

Check bank feeds in Xero, reconcile, then summarize cash position manually. Critical visibility that is often a week behind.

The Chartcastr Way

Connect your Xero, pick the metrics that matter, and Chartcastr delivers a fresh chart with AI-generated insights to Slack or email on your schedule.

How to Set It Up

Connect Xero

Xero connects via OAuth with read-only access. Select the data you want to track.

Choose your metrics

Pick the metrics for your Xero Cash Flow Report: cash balance, cash inflows, cash outflows, net cash flow.

Pick your destination

Send to Slack, email, or Google Chat. Your team sees it where they work.

Set the schedule

Schedule weekly delivery. Chartcastr handles the rest — charts, AI summaries, and delivery.

Best Schedule

Weekly

For this report, we recommend a weekly cadence. This ensures your team always has fresh data without notification fatigue. Adjust the schedule anytime from your Chartcastr dashboard.

Other Xero Reports

Xero Profit and Loss Report Xero Aged Receivables Report Xero Aged Payables Report Xero Balance Sheet Report

Frequently Asked Questions

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