Send Xero Practice Manager Area Charts to Email On a Schedule

Automatically send Xero Practice Manager area charts to Email on a custom schedule. Showing volume and cumulative trends from your practice management data, delivered straight to your inbox with AI-powered summaries. Flexible scheduling for any cadence your team needs.

On a Schedule · Cron: 0 9 * * 1-5

Get automated updates with a area chart of your practice management data. Share with anyone — no Slack account or app install required.

How It Works

1

Connect Xero Practice Manager

Chartcastr connects via Xero OAuth with read-only access. Select the practice management data you want to visualize.

2

Choose Area Chart

Pick a area chart — best for showing volume and cumulative trends. Chartcastr renders it automatically.

3

Set Up Email Delivery

Add recipient email addresses for delivery. Charts are delivered straight to your inbox.

4

Schedule On a Schedule Delivery

Set your cron to `0 9 * * 1-5` or pick "On a Schedule" from the scheduler. Flexible scheduling for any cadence your team needs.

What Your Team Sees

On a Schedule in Email

Xero Practice Manager Area Chart

Visualize the volume of your job profitability with shaded areas that highlight growth. Every chart arrives with an AI-generated summary explaining what changed and what to look at next.

job profitabilitystaff utilization ratesWIP and billing summaries

Why On a Schedule?

Flexible scheduling for any cadence your team needs

Get automated updates with fresh practice management data visualized as filled regions showing volume and cumulative changes. 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 a custom schedule — automatically.

Why Chartcastr for Xero Practice Manager to Email

No Code Required

Set up Xero Practice Manager to Email delivery in minutes without writing scripts or maintaining cron jobs.

AI-Powered Summaries

Every area chart arrives with AI analysis highlighting what changed and why it matters.

Track job profitability and staff utilization without manual exports

Track job profitability and staff utilization without manual exports

Share with anyone

Share with anyone — no Slack account or app install required

Other Schedules

Other Chart Types

Learn more about Xero Practice Manager to Email integration

Frequently Asked Questions

Ready to send Xero Practice Manager charts to Email on a custom schedule?

Set up automated area chart delivery in minutes. No code, no manual exports, no maintenance.

Chartcastr