dataSights can help your business
Reporting
- External reporting
- Internal reporting (not for compliance purposes)
Tasks for Accountants and Bookkeepers
- Invoicing and debt collection
Help and advice for business
- Business insights
- Planning and budgeting
Overview
For Finance Teams:
- Automated Consolidations: Simplify multi-entity consolidations with auto eliminations and journal adjustments, minimizing manual work and errors.
- Web-Based Financial Reports: Access and export real-time, customisable web reports without technical expertise.
- Excel Integration: Automate Excel workflows for quick report generation with Power Query.
- One-Click Multi-Xero Posting: Use our Excel AddIn to post data to multiple Xero accounts at once, streamlining reconciliation and easing data maintenance.
For BI Developers:
- Automate Power BI: Sync Xero data with PowerBI for real-time, up-to-date dashboards.
- Powerful Ready-to-Go Views: Extendable SQL Views across all reporting areas, including our bespoke Account Transactions View.
- Integration with Non-Financial Data: Combine Xero financial data with non-financial sources for a complete business view.
- Own your data: we host or you can host a dedicated Azure SQL Database that integrates and automates a wide range of data sources and reporting tools, offering a single scalable platform for all analytics needs.
Who we help
- Finance Teams
- BI & Excel Report developers
- Business owners, Directors and Stakeholders
dataSights + Xero
Pull every bit of data from multiple Xero's into a single set of consolidated tables directly into your dedicated fully-managed Microsoft cloud database.
Management Consol Reporting that balances - use our platform to setup custom mappings, auto-eliminations, journal adjustments and run web based Financial reports in seconds and export to Excel or PDF.
Automate Excel (with Power Query) and Power BI (Direct query or Import mode) within minutes with our our FREE custom views for;
- P&L with Tracking Categories
- Balance Sheet (with Tracking Categories),
- Trial Balance
- AR & AP detailed
- The most detailed Account Transactions in the eco-system
Extend Xero's two tracking categories with your own custom mappings / attributions / lookups on Entities, Customers, Accounts, Products, there are no restrictions.
Ease month end pain by posting Manual Journals / Invoices & Bills, Credit Notes, Payments, Bank Transactions, Contacts, Tracking Categories, Purchase Orders to all of your Xero's from one Excel sheet with 1-click.
Automate any non-financial sources of data you have. From Keypay to CloudPayroll to custom systems to 120 other connectors, and we are always happy to build more.
Getting started
Step 1 - Connect & consolidate ALL your Xero entities and operational data
Step 2 - Setup mappings & eliminations and get in touch to extend beyond Xero's two tracking categories
Step 3 - Run web reports and export to Excel and PDF. Automate Excel workflows with Power Query and create real-time Power BI reports and dashboards
Step 4 - Upload almost any data from Excel to multiple Xero's at once. Invoices/Bills, Journal adjustments, Contacts, Bank Transactions, Tracking Categories, Purchase Orders and more
