Send Xero Practice Manager Tables to Email On a Schedule

Automatically send Xero Practice Manager tables to Email on a custom schedule. Displaying exact values and detailed breakdowns 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 table 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 Table

Pick a table — best for displaying exact values and detailed breakdowns. 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 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 On a Schedule?

Flexible scheduling for any cadence your team needs

Get automated updates 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 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 table 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 table delivery in minutes. No code, no manual exports, no maintenance.

Chartcastr