Weekly Business Pulse
Start every week knowing your numbers, without opening Xero.
MediumWant us to set it up with you?
Add an install and we'll do it together on a screen-share call. You log in to your own accounts; we never ask for passwords. We connect everything and test it with you, so it's running before we hang up. You'll get a booking link straight after checkout.
30-day money-back guarantee
If you can't get it working after one support email, or it isn't what this page describes, email us within 30 days and we'll refund you.
Licensed for use in one business.
What it does
A Monday 7am email with cash in the bank, money in, sales, who owes you and bills due, plus three things worth doing this week.
Who it's for
- ✓Owners who use Xero but don't look at the reports every week
- ✓Businesses where cash flow is tight and surprises are expensive
- ✓Partners, managers or bookkeepers who want everyone starting the week with the same numbers
What's inside
- ✓One short Monday email: cash in the bank, money in and out, sales against your usual week, what you're owed and what's overdue, and bills due in the next seven days
- ✓Three plain-English suggestions for the week, like chasing your biggest overdue invoice by name
- ✓A clear warning when the bills due are more than the cash in the bank
- ✓Figures straight from Xero. The AI only writes the summary
- ✓Importable Make blueprint, ready to connect to your accounts
- ✓Step-by-step PDF install guide
- ✓Install walkthrough video
- ✓Prompt library with versions for a team meeting or your bookkeeper
- ✓14 days of email support
- ✓12 months of updates if Make or the connected apps change
What you'll need
- ✓Xero (a login that can see reports)
- ✓Gmail or Google Workspace
- ✓Make (the free plan works)
Running costs
It runs once a week, using about 10 Make credits plus a little AI usage, so it fits Make's free plan comfortably.
Setup time
About 30 minutes, or we install it with you
Questions
Does it change anything in Xero?
No. It only reads your numbers and sends you one email. Nothing in Xero is changed.
How accurate are the figures?
They come straight from Xero, so they're as up to date as your reconciliation. Sales are excluding GST and cover the seven days before it runs.
Can it go to my bookkeeper or business partner too?
Yes. Add them as a CC and everyone starts the week with the same numbers.
I use Outlook. Will it work?
Yes. The guide shows you how to swap the Gmail step for Microsoft 365 email.
Questions about an order? Email support@fsmdevelopments.co.nz
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