Dashboards for Xero — and an AI CFO that reads them to you
Talk to CFO gives you dashboards for Xero: a live Xero financial dashboard, a Xero CFO report, a Xero cash flow forecast and Xero multi-entity consolidation — and an AI CFO for Xero you can ask about any figure by voice or text.
Open the live demoA Xero dashboard app with an AI CFO inside
Connect a Xero organisation and the Xero dashboard app builds a Xero reporting dashboard from the ledger itself: revenue, costs, margin and cash month by month — a Xero KPI dashboard and a Xero cash flow dashboard in one screen. Then ask the Xero AI assistant what moved and why: you can ask questions about Xero data in plain English, or talk to Xero by voice.
Xero management reporting, ready for the board
- Xero CFO report: one page of what changed, what needs attention and what to do — every figure traced to its ledger row.
- Xero profit and loss dashboard and Xero balance sheet reporting for any month, quarter or year, against last year.
- Xero aged debtors report and a Xero debtor ageing dashboard: who owes what, how long, and whether it is getting better.
- Xero cash flow forecast: weekly cash ahead — Xero cashflow forecasting software that starts from the real bank balance and the open invoices.
Xero multi company reporting and consolidation
Running several companies? Combine multiple Xero organisations into one group view: Xero multi company reporting, Xero multi entity consolidation and consolidated financial statements Xero cannot produce on its own. It even consolidates Xero and MYOB companies together.
Why AI for Xero needs a calculator, not a guess
Good AI for Xero must not invent numbers. The AI CFO for Xero never lets the language model produce a figure: every number comes from a tested calculation over your Xero transactions, so the voice and the dashboard say the same thing. That makes it a set of Xero reporting tools you can put in front of a board.
Questions
- Is there an AI CFO for Xero?
- Yes — Talk to CFO reads your Xero organisations, builds the dashboards and answers questions about them by voice or text. Every figure is calculated deterministically, never by the language model.
- Can I consolidate several Xero organisations?
- Yes. Several Xero organisations — and MYOB company files alongside them — are merged into one group view, and you can ask for one company or for the group.
- Does it change anything in Xero?
- No. It reads the ledger and never writes back to it.