Dashboard QueryBox Financial QueryBox Financial

Query Examples

Ask these questions in the Financial Assistant to get instant insights from your Xero data

Cash Flow & Runway

  • "What's my runway?"
  • "What's my burn rate?"
  • "Show my cash flow for the last 6 months"
  • "How long until we run out of cash?"

Revenue & Sales

  • "What were my total sales last year?"
  • "Show revenue by month"
  • "What was my revenue in Q4?"
  • "Compare sales this year vs last year"

Expenses

  • "What were my total expenses last month?"
  • "Show expense breakdown by category"
  • "What are my top 5 expense categories?"
  • "How much did I spend on payroll this year?"

Customer Analytics

  • "Who are my top 5 customers by revenue?"
  • "Show customer concentration"
  • "Which customers have overdue invoices?"
  • "What's my average invoice value?"

Accounts Receivable & Payable

  • "What's my AR outstanding?"
  • "What's my AP outstanding?"
  • "Show overdue invoices"
  • "What bills are due this week?"

Financial Ratios & Metrics

  • "What's my current ratio?"
  • "What's my profit margin?"
  • "Show my net working capital"
  • "What's my quick ratio?"
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