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Coupler.io

By Coupler.io
4.67 out of 5 stars
Free trial available
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Create custom Xero reports in spreadsheets, data warehouses, and BI tools. Automate export of accounting data and reports to turn them into insights. Connect Xero to Excel|Google Sheets + BigQuery|PostgreSQL|Redshift + Looker Studio|Power BI|Tableau
Rated
4.7
out of 5
Reviewed by
3
Xero users
Try this app
Free trial
available
Listed for
4 years
May 2020

Overview

Take control of your Xero reporting and unlock the full potential of your accounting data. Coupler.io lets you automate data exports from Xero to spreadsheets, data warehouses, and BI tools. You can create custom Xero reports, derive insights, and share them with stakeholders.

👋 Say goodbye to manual exports: Coupler.io seamlessly retrieves your Xero data, including invoices, accounts, and reports (balance sheet, bank statements) on a schedule you define.

🎚️ Filter and format for clarity: Customize the data output to match your needs. Filter specific information and arrange it for easy analysis within your chosen destination software.

📚Combine data from multiple sources: With Coupler.io, you can aggregate data from multiple Xero organizations. Moreover, the platform isn't limited to Xero. It lets you integrate data from other business apps (e.g., QuickBooks, HubSpot) into the same report, giving you a holistic view of your finances.

⏱️Automate reports to keep them up-to-date: Schedule automatic data refreshes to ensure your reports reflect the latest Xero information. No more scrambling for fresh data at the last minute.

📊Build custom dashboards quickly: Coupler.io simplifies data visualization. Effortlessly connect your Xero data to platforms like Looker Studio and Power BI to create clear and insightful dashboards for informed decision-making.

Free your time for analysis: Ditch the time-consuming manual data entry and focus on what matters – analyzing trends and making strategic business decisions based on accurate, real-time data.

Coupler.io + Xero

With the Xero integration by Coupler.io, you can automate exports of raw accounting data and reports.

📋 Reports

  • Aged Payables by Contact
  • Aged Receivables by Contact
  • Balance Sheet
  • Bank Statement
  • Bank Summary
  • Budget Summary
  • Executive Summary
  • Profit and Loss
  • Trial Balance

The export of Xero reports is suitable for sharing information with stakeholders. You can connect Xero, for example, to Google Sheets and easily grant access to your accounting data.

💰 Accounting data:

  • Accounts
  • Bank Transactions
  • Bank Transfers
  • Branding Themes
  • Contact Groups
  • Contacts
  • Credit Notes
  • Currencies
  • Employees
  • Expense Claims
  • Invoices
  • Items
  • Journals
  • Linked Transactions
  • Manual Journals
  • Organization
  • Overpayments
  • Prepayments
  • Payments
  • Purchase Orders
  • Receipts
  • Repeating Invoices
  • Reports
  • Tax rates
  • Tracking Categories
  • Users

At the same time, Coupler.io allows you to create custom reports based on Xero data. The integration has several built-in options to transform your data on the go, including filters, column management, and more.

📚With Coupler.io, you can also merge data from multiple Xero organizations or even other applications. This is helpful if you need to create a report based on aggregated data.

Export Xero data and create custom reports in

  • Spreadsheets: Excel and Google Sheets
  • BI tools: Looker Studio, Power BI, Tableau, Qlik
  • Data warehouses: BigQuery, Amazon Redshift, PostgreSQL
  • Other destinations: Monday.com, JSON

Reviews & ratings

4.7 out of 5 stars
3 Reviews

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Most recent reviews

JM
John Madrazo
Posted 20 Mar 2024
4 out of 5 stars

Good Platform

I like the simplicity of the platform, it has very good user friendly features which enabled me to efficiently do admin work on the platform. They have good support available for when you need it. The documentation they had available was also good.
AH
Alfredo Herran
Posted 10 Mar 2023
5 out of 5 stars

Great to import Xero data into Gsheets

We needed an automatic feed of Xero data into Google Sheets and Coupler does just that, refreshing the whole dataset on any chosen schedule, it also has many optional features. The team is very helpful with any queries.

Response from Coupler.io

Thank you so much for taking the time to leave us feedback, Alfredo!
AA
Adelina Abbot
Posted 29 Jul 2022
5 out of 5 stars

Simple and reliable solution to fetch Xero data

Great tool to grab data into spreadsheets and blend with sales and ads, to see high-level picture. I usually advise it for my customers, who ask for live dashboards and use Xero

Response from Coupler.io

Adelina, thank you for your 5-star review rating!

Additional info

Shared data

Xero
Coupler.io
Accountsshared from Xero to Coupler.io
Overpaymentsshared from Xero to Coupler.io
Usersshared from Xero to Coupler.io
Tracking Categoriesshared from Xero to Coupler.io
Tax Ratesshared from Xero to Coupler.io
Reportsshared from Xero to Coupler.io
Receiptsshared from Xero to Coupler.io
Purchase Ordersshared from Xero to Coupler.io
Paymentsshared from Xero to Coupler.io
Manual Journalsshared from Xero to Coupler.io
Journalsshared from Xero to Coupler.io
Itemsshared from Xero to Coupler.io
Invoicesshared from Xero to Coupler.io
Employeesshared from Xero to Coupler.io
Credit Notesshared from Xero to Coupler.io
Contactsshared from Xero to Coupler.io
Bank Transactionsshared from Xero to Coupler.io

Functions

ReportingOther

Industries

RetailProfessional servicesAccounting

App details

By Coupler.io
Added in 2020

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportcontact@coupler.io

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Try Coupler.io for free

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