The Challenge
For most small business owners, staying on top of the weekly cash position means logging into Xero, navigating through multiple reports, and spending significant time making sense of raw numbers. This routine is not just time-consuming—it often gets skipped entirely during busy periods, leaving owners flying blind on their financial health.
- Logging into Xero and pulling the right reports eats up valuable time each week
- Raw accounting data is difficult to interpret without a financial background
- Manual review processes are inconsistent—some weeks it happens, some weeks it doesn’t
- Without a regular cash position overview, warning signs can go unnoticed until they become serious problems
The Autohive Solution
The Xero Cash Flow Storyteller eliminates the manual work of weekly cash reviews by automating the entire process. It connects to your Xero account, retrieves your latest financial data, and generates a plain-English narrative summary—delivered straight to your Gmail inbox on a weekly schedule.
Automated Data Retrieval
The agent connects securely to Xero and pulls your current bank balances, outstanding invoices, upcoming bill payments, and aged receivables/payables—all without you lifting a finger.
Plain-English Narrative Reports
Instead of confronting a spreadsheet full of figures, you receive a structured summary written in plain business language. You immediately understand where your cash stands and what it means for your operations.
30-Day Cash Flow Forecast
Beyond the current snapshot, the agent builds a forward-looking 30-day forecast based on your receivables and payables, giving you a complete picture of where your cash position is headed.
Direct Inbox Delivery via Gmail
The weekly summary arrives in your Gmail inbox, ready to read. No dashboards to log into, no reports to navigate—just your financial story, told simply.
Benefits
- Save 30–45 minutes per week — Eliminate the manual process of pulling and interpreting Xero reports
- Consistent visibility — Receive your cash position summary every week without needing to remember to check
- Faster understanding — Plain-English narratives mean you grasp your financial situation in minutes, not hours
- Stay ahead of issues — Regular automated reviews surface potential problems before they escalate
- More time for revenue work — Redirect administrative time toward activities that grow your business
How It Works
- Secure Xero Connection — The agent connects to your Xero account and retrieves bank balances, invoices, bills, and aged receivables/payables
- Data Compilation — Financial data is compiled and organized into a structured summary with a 30-day forward forecast
- Narrative Generation — The agent drafts a plain-English report that explains your current cash position and upcoming cash movements
- Weekly Email Delivery — The completed summary is sent directly to your Gmail inbox, ready to read at a glance
Getting Started
- Sign up at app.autohive.com
- Connect the Xero Cash Flow Storyteller from the marketplace
- Authorise your Xero and Gmail integrations
- Set your preferred weekly delivery day and time
- Receive your first automated cash position summary in your inbox
