Profit
“What is quietly hurting my profit right now?”
Identify margin pressure, cost movements and deteriorating trends, then rank them by impact.
ConnektIQ
Your Xero. Inside your AI.
Xero intelligence, inside your AI
Discover how your business is really performing.
Connect Xero once, then ask ChatGPT, Claude or another compatible AI plain-English questions about cash, profit, debtors, creditors and trends — using your real numbers.
Read-only Xero accessNo spreadsheets to exportNo API keys to manage
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Make your AI a better business adviser
Get more useful answers from your numbers.
You are already connected. Use this page as a playbook for better questions, sharper analysis and owner-level reports inside ChatGPT, Claude or your preferred AI.
Your plan
A$29/month
Checking your plan…
Prompt like an owner
Ask questions that lead to decisions.
The best prompts give your AI a job, a timeframe and a decision to help you make. Start with these, then follow the answer wherever it takes you.
Cash
“If nothing changes, where is cash likely to get tight first?”
Combine cash position, debtors and upcoming obligations instead of looking at one number in isolation.
Growth
“Am I growing profitably, or am I just getting busier?”
Compare revenue growth with gross profit, net profit and margins over recent months.
Priorities
“What are the three financial decisions I should make this week?”
Ask for a short owner-level briefing, with evidence for each recommendation.
Challenge the answer
“Act like my CFO. What assumption am I making about this business that the numbers do not support?”
Then ask: “What makes you say that?”, “What changed?”, “What should I do first?” and “What would change your conclusion?”
A simple formula: tell the AI the role you want it to play, the timeframe to analyse, and the decision you are trying to make.
Useful reports to request
Turn the conversation into a repeatable business rhythm.
Weekly owner briefing“Give me a one-page briefing on cash, overdue debtors, payables, profit and the three things I should focus on this week.”
Monthly performance review“Compare the last three full months. Explain what improved, what deteriorated and what needs attention next month.”
Cash collection plan“Rank the debtors I should follow up first and explain the cash impact of collecting them.”
Profitability review“Show me whether revenue, gross profit and net profit are moving together, and explain any warning signs.”
Connection check
Use this only if you want to confirm ConnektIQ can read your linked Xero data.
Connect Xero first.