Send Xero Combo Charts to Email First of Month
Automatically send Xero combo charts to Email on the first of every month. Overlaying bars and lines for multi-metric views from your accounting data, delivered straight to your inbox with AI-powered summaries. Ideal for monthly reporting, board updates, and MBRs.
0 9 1 * *Begin each month with a combo chart of your accounting data. Share with anyone — no Slack account or app install required.
How It Works
Connect Xero
Chartcastr connects via OAuth with read-only access. Select the accounting data you want to visualize.
Choose Combo Chart
Pick a combo chart — best for overlaying bars and lines for multi-metric views. Chartcastr renders it automatically.
Set Up Email Delivery
Add recipient email addresses for delivery. Charts are delivered straight to your inbox.
Schedule First of Month Delivery
Set your cron to `0 9 1 * *` or pick "First of Month" from the scheduler. Ideal for monthly reporting, board updates, and MBRs.
What Your Team Sees
Xero Combo Chart
Compare your revenue and profit trends across dimensions with bars and trend lines in one view. Every chart arrives with an AI-generated summary explaining what changed and what to look at next.
Why First of Month?
Ideal for monthly reporting, board updates, and MBRs
Begin each month with fresh accounting data visualized as bars and lines combined to show multiple metrics at once. No manual work, no stale dashboards.
Automated & Reliable
Set it once and forget it. Chartcastr handles data fetching, chart rendering, AI analysis, and Email delivery on the first of every month — automatically.
Why Chartcastr for Xero to Email
No Code Required
Set up Xero to Email delivery in minutes without writing scripts or maintaining cron jobs.
AI-Powered Summaries
Every combo chart arrives with AI analysis highlighting what changed and why it matters.
Pre-built P&L, cash flow, and receivables charts from your Xero data
Pre-built P&L, cash flow, and receivables charts from your Xero data
Share with anyone
Share with anyone — no Slack account or app install required
Other Schedules
Other Chart Types
Frequently Asked Questions
Ready to send Xero charts to Email on the first of every month?
Set up automated combo chart delivery in minutes. No code, no manual exports, no maintenance.