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Redware Power BI Connector

By Redware Power BI Connector
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Free 14 day trial available
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Connect Xero to Power BI for single or multi-company reporting and business intelligence from Microsoft with all data available locally if you want to develop your own Power BI reports and dashboards.
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Key functions
Reporting
Accountant tools

Overview

Our Power BI Connector for Xero extracts all your multi-company Xero data to a handful of data files to create consolidated finance and sales reporting in Power BI. The connector creates a handful of data files locally which you can access to create your own Power BI infrastructure. Our Power BI Template App allows you to access ready made reports directly from your Cloud account and is the quickest and easiest way to start your Power BI Journey. We also provide a copy of the PBIX so you can get started quickly with the potential customise everything in Power BI Desktop.

Redware Power BI Connector
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Redware Power BI Connector + Xero

A windows desktop machine is required for downloading data and to setup your own Power BI with Microsoft Power BI Desktop.

Designing and consuming Power BI data models and reports is entirely free with Power BI Desktop but you require a Power BI license when you want to share reports and create dashboards. A Power BI Pro license is included with many Dynamics 365 and Office 365 subscriptions or costs around £7.50 per month per user from Microsoft and includes web, desktop and mobile phone access.

Our connector extracts a handful of spreadsheet files from Xero that contain the full history of your sales and purchases and journals and we also provide the Power BI reports that allow you to interact with the data. We extract the following data over the full time span of your accounts:

  • Customers
  • Suppliers
  • Products
  • Sales broken down by Product and Customer
  • Purchases broken down by Product and Customer
  • Nominal Codes and all transactions
  • Trial Balance
  • Combined Profit and Loss and Balance Sheet

You can take a closer look at our Power BI report at our http://www.redware.com/powerbi/power-bi-connector-for-xero. This report is available to you within minutes of downloading our software but remember all the data and data sources are available for you to customise to your own requirements.

Our pricing is just £500/$600/€550 a year (or £50/$60/€55 a month) for both the connector software and a Power BI Desktop PBIX file of all our accounting reports so you can immediately customise and extend the reports. We also offer a configuration and hand-holding process to ensure that you are up and running within 24 hours of purchase. Power BI Desktop is free but you will need Power BI Pro licenses from Microsoft to share information throughout your organisation to the web or on mobile.

We are database and accounting and Microsoft Dynamics 365 CRM experts and additional consultancy, development and training is available worldwide.

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Additional info

Shared data

Xero
Redware Power BI Connector
Accountsshared from Xero to Redware Power BI Connector
Paymentsshared from Xero to Redware Power BI Connector
Manual Journalsshared from Xero to Redware Power BI Connector
Journalsshared from Xero to Redware Power BI Connector
Invoicesshared from Xero to Redware Power BI Connector
Contactsshared from Xero to Redware Power BI Connector
Bank Transactionsshared from Xero to Redware Power BI Connector

Functions

ReportingAccountant tools

Industries

Professional servicesAccounting

App details

By Redware Power BI Connector

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@redware.com

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14 day free trial available

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