A clearer view of your business, every day

Running a small business often means juggling dozens of moving parts at once. Revenue, expenses, cash flow, overdue invoices, supplier payments — they all compete for attention. Yet many business owners only review their numbers when they sit down with their accountant or open their accounting software.

The new Ask Charlie Dashboard changes that.

Designed to give business owners a clear, structured snapshot of their financial position, the dashboard brings together key information from your Xero account and presents it in a simple, easy-to-understand view.

Instead of digging through reports or waiting until month-end, you can see where your business stands in real time.

A Snapshot of Your Cash Position

Cash flow is one of the most important indicators of a business’s health.

The Ask Charlie dashboard displays your current cash balance, helping you quickly understand the funds available across your accounts. This provides immediate clarity when making everyday decisions such as:

• Hiring staff
• Purchasing inventory
• Investing in marketing
• Managing upcoming payments

Rather than opening multiple reports, the information is presented clearly the moment you log in.

Revenue Progress Towards Your Milestones

Revenue numbers are often viewed historically, but business owners think in terms of targets and milestones.

The dashboard highlights revenue earned to date relative to your current milestone or target, helping you see how the business is progressing against your goals.

Whether your objective is monthly revenue growth, quarterly performance or a longer-term financial milestone, this view helps answer an important question:

Are we on track?

This makes it easier to identify when adjustments may be needed — whether that means increasing marketing activity, reviewing pricing, or exploring new revenue opportunities.

Monthly Expense Breakdown

Understanding where money is being spent is just as important as understanding how it’s being earned.

The Ask Charlie dashboard includes a clear breakdown of expenses by month, giving you an at-a-glance view of spending patterns over time.

This makes it easier to spot:

• Unusual spikes in costs
• Growing subscription expenses
• Seasonal variations in operating costs
• Opportunities to reduce overhead

By surfacing these patterns visually, business owners can quickly identify areas worth investigating further.

Xero Summary: What Needs Attention

The dashboard also includes a summary of key items from Xero that may require action, helping ensure important financial tasks don’t slip through the cracks.

This includes visibility over:

• Unreconciled transactions
• Overdue invoices
• Outstanding items requiring review

Rather than logging into multiple screens to check your accounting status, these indicators are surfaced in one place — helping you stay organised and on top of your finances.

Designed for Everyday Decision Making

Accounting systems are powerful, but they’re often built for record keeping rather than day-to-day business thinking.

The Ask Charlie dashboard focuses on what business owners actually need: a simple, structured overview of their financial position, combined with the ability to ask questions and explore ideas within the same platform.

It’s not about replacing your accountant or your accounting software.

It’s about making your numbers easier to understand — so you can make better decisions, more often.

Part of the Ask Charlie Ecosystem

The dashboard works alongside the broader Ask Charlie platform, which includes:

• Chat for exploring business questions
• Insights that generate revenue, cost and strategic ideas
• Notifications that highlight important changes in performance

Together, these features help turn financial data into practical thinking tools for business owners.

Available Now

The Ask Charlie dashboard is now available to users connecting their Xero account.

If you’re a business owner looking for a clearer view of your numbers — and a smarter way to think about them — you can start with a free three-month trial.

Because running a business is hard enough.

Your numbers should make it easier.

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