Home · Business tools · Turn last month's Xero numbers into a five-line update anyone can follow
Turn last month's Xero numbers into a five-line update anyone can follow
Your partner or bank manager wants 'how was last month?' and the P&L means nothing to them. Get five plain lines from your Xero figures.
The prompt · ChatGPT
Turn last month's numbers into a plain-English update. If my data from this tool is available to you in this chat through a connected app, use it and tell me which records you used; if not, work only from the export or
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What you get (sample answer)
Five-line update for your partner (September): sales 28,400 (up 6% on August); costs 19,200 including a one-off van insurance; profit about 9,200; cash 14,800 after Hartley's late payment. Watch: three invoices over 60 days (total 4,610). Action: chase Hartley and Oak & Ash this week.
In Claude, add the Xero connector from the connectors directory and sign in with your Xero login (free and read-only, and it needs an active Xero subscription; any Claude plan works, including Free), then ask for last…
No connector? Export the Profit and Loss and Balance Sheet from Xero as CSV or Excel files and attach them in any assistant.
Paste the prompt above and answer its questions.
Why it helps
The profit and loss report is accurate but unreadable to anyone who isn't an accountant, so updates to your partner or bank turn into long, confusing calls.
Tools
Paste the prompt, fill the blanks, copy the draft.
- ChatGPT — required. Works with the business tool named on this recipe. You stay in control of what gets sent.