Profit queries in Xero via LogicGlue

Min K

Administrator
Staff member
Hi everyone. I am part of team LogicGlue. Part of what I do is testing and validating LogicGlue. I thought you would like to see a sample of what I look at. Please note, Frogg Industries is a fictitious company.

Overview
I’ve spent my day running LogicGlue against live Xero data to see how it handles a common finance query:
“What’s the net profit for last month?” The aim was to test:
  • Accuracy: Does it pull the correct numbers from Xero reports?
  • Speed: How quickly does it respond?
  • Usability: Is the interaction intuitive for non-tech users?
  • Limitations: Where does it stumble?

Test Case: “What’s the net profit for last month?”
  • Setup: I connected LogicGlue to a Xero organisation I manage.
  • Prompt: In the chat window, I typed exactly:
    “What’s the net profit for last month?”
Screen Shot 2025-06-06 at 11.13.11 am (2).pngScreen Shot 2025-06-06 at 11.51.28 am (2).png
  • Response time: ~2–3 seconds to authenticate, fetch the Profit & Loss report, and calculate net profit.
  • Result: It returned:

    "Net Profit for Last Month (May 2025)

    Net Profit:
    -$29,971.33


    Explanation

    • Total Income: $41,000.00 (from 'Sales')
    • Less: Cost of Goods Sold: $47,727.23
      This results in a gross loss: $41,000.00 - $47,727.23 = -$6,727.23
    • Less: Operating Expenses: $23,244.10
      Net Profit Calculation: -$6,727.23 - $23,244.10 = -$29,971.33
    So, after accounting for income, cost of goods sold, and all listed operating expenses, the business operated at a net loss of
    $29,971.33 in May 2025.

Thoughts on accuracy:
  • It correctly identified the date range (1 May–31 May 2025) based on my organisation’s timezone (Australia).
  • It matched the Xero Profit & Loss report exactly:
    • Trading Income (Sales): $41,000.00
    • Cost of Goods Sold: $47,727.23 → Gross loss $6,727.23
    • Operating Expenses: $23,244.10
    • Net Profit: –$29,971.33
  • If your P&L uses custom account names or layouts, you may need to specify that (for example, “Use my custom P&L layout and show last month”).
Screen Shot 2025-06-06 at 11.18.00 am (2).png
 
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