Send Xero Tables to Google Chat First of Month

Automatically send Xero tables to Google Chat on the first of every month. Displaying exact values and detailed breakdowns from your accounting data, posted to your Google Chat space with AI-powered summaries. Ideal for monthly reporting, board updates, and MBRs.

First of Month · Cron: 0 9 1 * *

Begin each month with a table of your accounting data. Fits into Google Workspace — charts arrive where your team already works.

How It Works

1

Connect Xero

Chartcastr connects via OAuth with read-only access. Select the accounting 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 Google Chat Delivery

Select your Google Chat space or DM for chart delivery. Charts are posted to your Google Chat space.

4

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

First of Month in Google Chat

Xero Table

Get the exact numbers for your revenue and profit trends in a clean, sortable table. Every chart arrives with an AI-generated summary explaining what changed and what to look at next.

revenue and profit trendscash position over timeaged receivables breakdown

Why First of Month?

Ideal for monthly reporting, board updates, and MBRs

Begin each month with fresh accounting 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 Google Chat delivery on the first of every month — automatically.

Why Chartcastr for Xero to Google Chat

No Code Required

Set up Xero to Google Chat 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.

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

Fits into Google Workspace

Fits into Google Workspace — charts arrive where your team already works

Other Schedules

Other Chart Types

Learn more about Xero to Google Chat integration

Frequently Asked Questions

Ready to send Xero charts to Google Chat on the first of every month?

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

Chartcastr