Xero integration with power bi

No coding. Easy to use drag and drop interface designed keeping non-technical users in mind. The drag-and-drop interface makes setting up bots very easy. Now I don’t have to quadruple-enter new clients. Kate, Founder. Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. I have never seen customer support this responsive and helpful!

Mia, Small Business Founder. Notify Me. Popular Integrations. Coming Soon. New or Modified Contact Triggers when a new contact is created or an existing one is modified. New Overpayment Triggers when a new overpayment is generated. New Payment Triggers when a new payment is added to xero. Invoice Status Change Triggers when a the status of the sales invoice changes to a particular value.

New Sales Invoice Triggers when a new sales invoice is added to xero. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item. New Purchase Order Triggers when a new purchase order is added to xero. Invoice Overdue Triggers when the invoice is overdue by a specified number of days. New Bill Triggers when a new bill is added to xero.

New or Modified Credit Note Triggers when a new credit note is added or an existing credit note is updated. Add a Bill Creates a new Bill. Add a Purchase Order creates a new purchase order. Because of this, more development work is often needed in terms of creating additional logic and querying or tweaking Power BI data. Since ODBC fetches Xero tables in raw form, considerable configuration and man-hours are required to ensure it is easy to use in Power BI for business users.

Xero API call limits as your data scales in volume and lack of multi-entity consolidation with sources including QuickBooks and Dear Inventory further make agile forecasts a constant hurdle. Rolling forecasts, budgets, what-if scenarios would have to be made either from scratch or with considerable tweaks to let finance and operations teams be on the same page.

Avoid wasting time and effort looking for the best connector to sync Xero and Power BI. Acterys lets you have a unified virtualized data warehouse platform that seamlessly fetches Xero-based Power BI dashboards for near real-time reporting without requiring any tedious development work. Consolidate multiple entities such as Quickbooks, Excel, Power BI Desktop or other front ends to integrate planning from different silo forecasts and reports on a virtualized on-premises or cloud database.

Access Xero-based Power BI dashboards for a single source of truth to load and analyze historical trends to make reporting across teams a breeze. No need to add only one Xero client for use. With Acterys, you have the benefit of adding multiple Xero clients to run several reporting and planning projects in parallel without the trouble of encountering Xero API call limits as your financial data scales to include newer categories.

Assemble multiple Xero categories such as cost breakdowns and profit margins, overdue invoices and bills, and bank transactions to create flexible BI reports in an all-in-one platform. Acterys lets you visualize all data in Power BI with Xero data via pre-built reporting templates for both finance and operation teams — breaking down communication silos and enhancing time to value and insight.

Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly. Start Trial. Facebook Twitter Linkedin. Xero to Power BI.

Xero integration with power bi

Serious Business Intelligence For Xero. With smart updates that only process the changes. Watch How. Play Video. Serious Analytics For Xero Acterys provides you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel.

Effective Xero Company Consolidation Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Xero companies. Customer Testimonials. Continue Reading ». Effective Planning and Modelling With Xero. Modify structures as required e. Build Your Own Models Acterys Apps come with ready made models for reporting, consolidation and planning. How To Connect. Facebook-f Twitter Linkedin-in Youtube. Support Sales Forum Menu. Privacy Terms of Use Menu.

If you’d like it stored somewhere else even your own servers , just enquire about our BYOD bring-your-own-database option. Is my data secure? Every customer gets their very own isolated data warehouse. Database credentials are salt-encrypted How do I query and report on data from Xero? But for all but the most trivial reports, you need a staging service like SyncHub to ensure performance and uptime.

See our detailed breakdown here to understand where a tool like SyncHub fits into your analytics stack. Can I update Xero using SyncHub? SyncHub is a reporting tool and cannot reflect changes back to your cloud application.

How do I create advanced reports for Xero? With SyncHub, you can create any report you like. This is because unlike other reporting tools we give you access to your raw Xero data.

If you don’t already have a reporting tool, grab one of our recommended ones then use its standard Database Connector to connect to SyncHub and begin pulling down your data. It does what is says on the tin! The connection process is simple, the documentation is good and the communication with the team has been first class. The Cafe Collective David Mule, Manager SyncHub has allowed us to see week-to-week exactly how much staff and product we need in our stores. About Xero Visit the Xero website Xero is world-leading online accounting software built for small business.

Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere. Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened. Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile. About Knowledge base White-labelling Reporting tools Contact us. Terms of use Privacy Policy Linked In.