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Documentation Index

Fetch the complete documentation index at: https://docs.chartcastr.com/llms.txt

Use this file to discover all available pages before exploring further.

Early Access — Xero integration is currently in early access. Contact us or sign up to request access.
Paid Feature — Xero is available on all paid plans (Starter, Pro, Enterprise). See pricing.
Two-factor authentication required — Xero requires 2FA on every account that connects to it. If your Chartcastr account doesn’t have 2FA enabled, you’ll be redirected to enable it before the OAuth flow can complete. See Two-Factor Authentication below.

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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.

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Setup

1

Enable two-factor authentication

Xero requires 2FA on every connected account. If you haven’t already enabled 2FA on your Chartcastr account, you’ll be redirected to a setup page when you start the connection — scan the QR code with an authenticator app (1Password, Authy, Google Authenticator, etc.) and complete the verification before continuing.
2

Connect your Xero organisation

In Chartcastr, go to 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.
3

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.
4

Create a connection

Go to Connections → New Connection. Select your Xero source, pick or add a destination (Slack channel or email), set the delivery frequency, and optionally enable AI summaries. Most teams send P&L metrics weekly and cash/receivables metrics daily or on a Monday morning.

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Available Charts

Chartcastr supports 11 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.

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Data & Permissions

Chartcastr requests the following Xero OAuth scopes:
ScopePurpose
accounting.reports.readP&L, Bank Summary, Aged Receivables/Payables
accounting.settings.readOrganisation currency and settings
accounting.contacts.readContact data for Streams (real-time events)
No write access is requested. Chartcastr cannot create, modify, or delete any data in your Xero organisation.

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Two-Factor Authentication

Xero’s API terms require two-factor authentication on every account that connects to a Xero organisation. Chartcastr enforces this before any Xero OAuth flow begins. How it works:
  • When you click Connect on the Xero source, Chartcastr checks whether your account has 2FA enabled (via Clerk).
  • If 2FA is not enabled, you’re redirected to /admin/security/mfa-required where you can set up an authenticator app inline. Once 2FA is active, you’ll be sent back to finish the Xero OAuth flow automatically.
  • If 2FA is already enabled, the OAuth flow proceeds normally and this step is invisible.
Setting up 2FA:
  1. On the MFA-required page, scan the QR code with any TOTP authenticator app (1Password, Authy, Google Authenticator, Microsoft Authenticator).
  2. Enter the 6-digit code to verify.
  3. Save your backup codes somewhere safe — you’ll need one if you lose access to your authenticator.
You can also enable 2FA proactively at any time from your Account Security page.
This requirement only applies to Xero. Other sources do not require 2FA, but enabling it is strongly recommended for all production accounts.

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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
If your integration shows as Disconnected, re-authorise by going to Sources → Xero and clicking Reconnect.

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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.

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Next Steps

Slack destination

Deliver Xero charts to your Slack channels with AI summaries in the thread.

Email destination

Schedule Xero reports to any inbox or distribution list.