Synthetic org — actions are simulated — production connects to your Xero. No OAuth on this public demo.

Ask anything about this business's money

Evidence-first answers. The assistant can also drive this page: scenarios, scope toggles, scroll-to-section, and markdown regen (see "Live dashboard actions").

Quick facts

Live dashboard actions

Only in this demo: the assistant can change scenario, toggles, scroll the markdown, and regenerate the artefact — not generic chat.

Analysis

Priorities

Try "Live dashboard actions" to see scenario changes, scope toggles, scroll, and markdown regen — or ask anything about the numbers.

Xero Finance Dashboard (demo)

<!-- Contract: company/docs/XERO_FINANCE_DASHBOARD_CONTRACT.md (abbreviated web demo) -->

As-of

FieldValue
Timestamp (UTC)2026-03-24T20:20:53.029Z
OrganisationAurora Services Ltd
Tenantdemo-tenant (synthetic)
Auth modedemo-fixtures
API filterACCREC (sales invoices), synthetic fixture set
Scenariohealthy-cash

Data coverage & limits

CheckStatus
FetchOK (fixture)
Invoice cap3 rows (demo)
Line itemsAbbreviated in this web build

Snapshot

MetricValue
AR outstandingNZD 9,300
Overdue ARNZD 9,300
CY invoiced (ex GST story)NZD 24,700
Active debtors (with balance)2

AR by currency

CurrencyOutstandingOverdue
NZDNZD 9,300NZD 9,300

Invoiced by calendar year

YearInvoiced (NZD)Invoices
2026NZD 24,7003

By client (roadmap input)

ContactOutstandingOverdueCY invoicedInvoicesSignal
Contoso NZNZD 5,200NZD 5,200NZD 8,2001Overdue-heavy
Fabrikam OpsNZD 4,100NZD 4,100NZD 4,1001Overdue-heavy
Northwind LtdNZD 0NZD 0NZD 12,4001Review

2026 invoices (ACCREC)

#ContactIssueDueTotalDue (open)Status
INV-1003Fabrikam Ops2026-02-202026-03-22NZD 4,100NZD 4,100AUTHORISED
INV-1002Contoso NZ2026-02-052026-03-07NZD 8,200NZD 5,200AUTHORISED
INV-1001Northwind Ltd2026-01-102026-02-10NZD 12,400NZD 0PAID

Payments

_Payments scope off — enable Payments for placeholder narrative (still synthetic on this demo).

Gaps / unknowns

  • Synthetic org only — numbers are not your Xero tenant.
  • OAuth and live ACCREC fetch are not enabled on the public demo.

Pacing & plan (demo)

Quarterly invoicing pace and targets are omitted in this abbreviated build; the full MCP dashboard includes pacing blocks when targets.yaml is present.