Chartcastr supports 11 pre-built Xero metrics pulled from four Xero report endpoints. Each metric maps to a specific chart type and is delivered with an AI-generated summary tailored to that financial indicator.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.
Profitability
All profitability metrics are sourced from your Xero Profit & Loss report, covering the last 12 months by default (1st of each month to the current date).| Metric | Chart Type | Description |
|---|---|---|
| Revenue (Monthly) ⭐ | Line | Monthly total revenue trend from your P&L |
| Gross Profit (Monthly) | Line | Monthly gross profit — revenue minus cost of sales |
| Net Profit/Loss (Monthly) | Bar | Monthly net profit or loss after all operating expenses |
| Revenue vs Expenses | Combo | Revenue line overlaid with monthly expense bars |
| Cost of Sales % of Revenue | Line | Monthly cost of sales as a percentage of revenue — shows how much of each dollar goes to direct costs |
⭐ Revenue (Monthly) is the recommended starting metric for most Xero users. It gives an immediate view of revenue trends and pairs well with a weekly Monday delivery to
#finance.Expenses
| Metric | Chart Type | Description |
|---|---|---|
| Expense Breakdown | Bar | Operating expenses broken down by account category from your P&L |
Cash & Banking
Cash metrics are sourced from your Xero Bank Summary report.| Metric | Chart Type | Description |
|---|---|---|
| Cash Position | Bar | Current closing balances across all connected bank accounts |
| Cash In vs Out | Stacked Bar | Cash received versus cash spent, stacked across bank accounts |
Cash position shows the most recent closing balance for each bank account. Cash In vs Out shows the movement over the reporting period — useful for spotting months where outflows exceeded inflows.
Receivables & Payables
Aged receivables and payables are sourced from the Xero Aged Receivables and Aged Payables reports.| Metric | Chart Type | Description |
|---|---|---|
| Aged Receivables | Bar | Outstanding customer invoices bucketed by age: Current, 30, 60, 90+ days |
| Aged Payables | Bar | Outstanding supplier bills bucketed by age: Current, 30, 60, 90+ days |
| Debtor Days | Line | Average number of days customers take to pay — tracks collection efficiency over time |
- Current — invoices not yet due
- 1–30 days — recently overdue
- 31–60 days — follow-up required
- 61–90 days — escalation recommended
- 90+ days — high collection risk
AI-Powered Summaries
Every Xero chart is delivered with an AI-generated summary specific to the financial metric. The AI is given context about what each indicator means and what to look for — for example:- Revenue: seasonal patterns, week-over-week growth, notable dips and their likely causes
- Net Profit: months where the business operated at a loss, expense pressure signals
- Cost of Sales %: rising or falling margin trends, efficiency changes in direct costs
- Aged Receivables: percentage of overdue vs current, collection risk by bucket
- Debtor Days: collection speed trends, comparison to payment terms, cash flow impact
- Cash Position: accounts with declining balances, cash runway signals
How AI analysis works in pulses
Learn how Chartcastr generates summaries, what context it uses, and how to get the most out of AI analysis.