Agent context
Xero models
5 SQL models that turn the raw Xero tables into the reports people ask about. Deploy them in Weld and your agent queries the definitions behind every number.
How the set is built
- 4Raw tables
- 5Core
- 5Analytics
Staging cleans each raw table once, core holds the logic, and analytics is the table dashboards and agents read.
- Journal Entries ReportThis template generates a report on journal entries from Xero, breaking down the data by year and month. It gives you a count of all journal entries and a count of individual journal lines for each journal entry within the specified periods.2 raw tables
- Monthly Invoice Summary ReportThis template generates a monthly invoice summary report from Xero, organizing the data by year and month. It details various invoice metrics such as the total number and amount of invoices, total tax, total amount due and paid, amount credited, and the number of unique contacts involved.1 raw table
- Invoice Entries ReportThis template generates a report on invoice entries from Xero, breaking down the data by year and month. It gives detailed information on each invoice entry including various attributes such as invoice ID, description, quantity, and so on.2 raw tables
- Tracking Details ReportThis template generates a report that brings together tracking details from journal and invoice records, outlining essential details including source type, source ID, and financial particulars such as net and gross amounts, tax details, and tracking categories.2 raw tables
- Monthly Sales ReportThis template creates a monthly sales report by analyzing invoice data. It breaks down sales numbers and revenue per product/service and item code on a monthly basis, offering a clear view of how different offerings perform over time.grain: year x month x currency x item · 2 raw tables
- Weld or dbt
- The same SQL in both dialects. Sync the folder with GitHub Sync, or copy the dbt models into your project.
- Check before you rely on it
- Reconcile a month against Xero's own reports first. Each model's notes say what the synced data can and can't support.
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