How do I send a Xero Practice Manager table to Email every quarter?

Connect your Xero Practice Manager account to Chartcastr (connects via Xero OAuth with read-only access), select the data you want to visualize as a table, choose Email as your destination, and set the schedule to every quarter. Chartcastr handles rendering, delivery, and AI-powered summaries automatically.

Is sending Xero Practice Manager charts to Email free?

Chartcastr has a free tier that includes scheduled chart delivery. For higher-frequency schedules like hourly, or advanced features like AI summaries and multi-channel delivery, check our pricing page.

Can I change the schedule after setup?

Yes. You can adjust the delivery frequency anytime — switch between daily, weekly, monthly, or set a custom cron expression. Your chart configuration stays the same; only the timing changes.

Does the table include AI analysis?

Yes. Every chart delivered to Email includes an AI-generated summary that explains what changed, highlights anomalies, and suggests follow-up questions. Your team gets context, not just a picture.

Send Xero Practice Manager Tables to Email Every Quarter

Automatically send Xero Practice Manager tables to Email every quarter. Displaying exact values and detailed breakdowns from your practice management data, delivered straight to your inbox with AI-powered summaries. Built for quarterly business reviews and executive reporting cycles.

Every Quarter · Cron: 0 9 1 1,4,7,10 *

Open each quarter with a table of your practice management data. Share with anyone — no Slack account or app install required.

Xero Practice Manager docs Email docs

How It Works

Connect Xero Practice Manager

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

Choose Table

Pick a table — best for displaying exact values and detailed breakdowns. Chartcastr renders it automatically.

Set Up Email Delivery

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

Schedule Every Quarter Delivery

Set your cron to `0 9 1 1,4,7,10 *` or pick "Every Quarter" from the scheduler. Built for quarterly business reviews and executive reporting cycles.

What Your Team Sees

Every Quarter in Email

Xero Practice Manager Table

Get the exact numbers for your job profitability in a clean, sortable table. 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 Every Quarter?

Built for quarterly business reviews and executive reporting cycles

Open each quarter with fresh practice management data visualized as structured rows and columns with exact values. 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 every quarter — 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 table arrives with AI analysis highlighting what changed and why it matters.

Track job profitability and staff utilization without manual exports

Share with anyone

Share with anyone — no Slack account or app install required

Other Schedules

Daily Weekly monday schedule

Other Chart Types

Bar Chart Line Chart Area Chart

Learn more about Xero Practice Manager to Email integration

Frequently Asked Questions

Ready to send Xero Practice Manager charts to Email every quarter?

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

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