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| BI4Cloud Effortless Business Intelligence | Management Reporting | Dashboard to Detail | Combined Tracking Category Budgets | Consolidation to Transaction Detail | Access all data fields |
Overview

The Bi4Cloud system empowers your team, giving them access to the Information within your Xero data. Choose from many default Reports and Charts. You can tweak these to meet your specific needs without costly consultancy or programming. Multiple companies can be synchronised and consolidated. Because Bi4Cloud operates at detail level our consolidation can provide both summary and detail reports over multiple companies in areas including Consolidated Sales, Purchases, Aged Accounts Receivable and Accounts Payable, Profit and Loss, Balance Sheet and Trail Balance.

Reports by Tracking Category incorporating Tracking Category Budget. Detail Profit and Loss with Transaction detail group by by Account, Account Type and/or Tracking Category.

Use tracking category as Cost-Centre or Program in Not for Profit or Salesman, Division in Commercial settings.

Utilise Tracking Category Segments to implement multi-level reporting for summary or detail tracking category

Consolidated reporting including Aged Receivables, Aged Payables, Profit and Loss with transaction listing detail.

Drag and drop to Group and Sort GL accounts in up to 4 levels to provide advanced GL reporting with user define Flexi-levels.

| Flexible Reports in Summary or Detail |

  • Analyse Consolidated or by Entity with multi-dimensions including all Tracking Codes.
  • Choose Dimension, Grouping, Sorting, Columns for both Tabular Report or Charts.
  • Save, Share, Email.

| Immediate results |

  • Bi4Cloud includes over 50 preset reports that can be run as is or changed to meet your needs.
  • Saved favourites can be shared or emailed Daily, Weekly, Monthly with flexible format incl. Excel, PDF, CSV and HTML.

| Stop Wasting Time with Spreadsheets |

  • With spreadsheets you do all the work
  • With Bi4Cloud you generate reports, save them as Favourites and run on demand or automatically email. Bi4Cloud is your self-contained report centre.
Explore all features of BI4Cloud
BI4Cloud
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BI4Cloud + Xero

Bi4Cloud gives you Business Intelligence on-demand for Xero. See how http://bit.ly/2O1F9wl

With Bi4Cloud you have immediate access to pre-built KPIs and over fifty preset report favourites on Sales and Purchasing, Profit & Loss, Balance Sheet either Consolidated or Seperated by Company or Tracking Category. You can use these favourites as the basis of your own reports with full control of filtering and formatting. You can safely share favourites with your internal users or communicate information to your external stakeholders with schedule email. Bi4Cloud is connected to your Xero company we automatically synch which gives you less time doing tech and more time on your business.

Reviews & ratings

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RM
Ruth Moate
Posted

Can't recommend highly enough if you use tracking categories as cost centres in xero.

This app is the best thing since sliced bread! I was really struggling to find an app that could cope with the reporting we required on our Xero accounting transactions. The main issue has been getting reports by tracking code, incorporating a budget by tracking code and then report P&L by tracking code, against the tracking budget, and then backing that up with a transaction list by tracking code - this app does it all. The dashboards you can create, and the ability to drill down to transaction level from the P&L is just brilliant. To then be able to email reports immediately, and dashboards (on a scheduled basis), in various formats is really handy. We are at the start of our journey with this product, I'm sure its capable of much much more. I look forward to creating new reports giving our charity's exec, trustees and budget holders, a better insight into how we are doing financially. I knew within half an hour of starting our trial that we would be buying this app after the trial period. Support has been fantastic - they have gone above and beyond my expectations. Do not be put off if like me you are in the UK, I thought time zone differences with Australia would be an issue with getting any support I might need but to be honest it really hasn't been an issue at all. Can't recommend highly enough if you use tracking categories as cost centres in xero, this was exactly what I needed.
Additional info

App details

Added in 2019

Countries

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

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@bi4cloud.com

Contact

+ 61 2 8011 1511

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.