Early Access — Xero integration is available in early access on Pro and Enterprise plans. See pricing or sign up to get started.
Overview
Use Xero as a data source for ChartCastr. Connect your Xero organisation via OAuth and ChartCastr will pull financial metrics directly from your accounting reports — P&L, cash flow, aged receivables, and aged payables — and deliver them as automated charts to Slack or email. ChartCastr connects with read-only access to your Xero organisation. No write permissions are requested.Setup
Connect your Xero organisation
In the ChartCastr admin, go to Settings → Sources and select Xero. Click Connect and complete the OAuth flow. You will be asked to authorise read-only access to accounting reports and contacts.
Select a metric
Choose which financial metric you want to track. Each metric becomes its own pulse source — you can add multiple to send different charts on different schedules. See Available Charts for the full list.
Configure your schedule
Set the delivery frequency — daily, weekly, or a custom cron. Most teams send P&L metrics weekly and cash/receivables metrics daily or on a Monday morning.
Available Charts
ChartCastr supports 10 pre-built Xero metrics across four categories, each backed by a specific Xero report endpoint.Profitability
Revenue, gross profit, net profit, and revenue vs expenses — all from your Profit & Loss report.
Expenses
Operating expense breakdown by account category from your P&L.
Cash & Banking
Cash position (closing balances) and cash in vs out across all bank accounts.
Receivables & Payables
Aged receivables and aged payables — outstanding invoices and bills bucketed by overdue days.
View all available charts
See the full list of Xero metrics with chart types, descriptions, and AI context hints.
Data & Permissions
ChartCastr requests the following Xero OAuth scopes:| Scope | Purpose |
|---|---|
accounting.reports.read | P&L, Bank Summary, Aged Receivables/Payables |
accounting.settings.read | Organisation currency and settings |
accounting.contacts.read | Contact data for Streams (real-time events) |
Token Refresh
Xero access tokens expire after 30 minutes and refresh tokens expire after 60 days of inactivity. ChartCastr handles token refresh automatically:- Tokens are refreshed on-demand when a chart runs
- A background job proactively refreshes tokens that are approaching 60 days without activity
- You will receive an email warning if your token is at risk of expiring
Real-Time Events with Streams
In addition to scheduled charts, Xero also supports Streams — real-time webhook events forwarded to Slack the instant they happen. New invoices, contact changes, and credit notes can be routed to any Slack channel without polling.Xero Streams
Forward Xero invoice, contact, and credit note events to Slack in real-time.