Overview
For Finance Teams
Xero Consolidations
Multi-entity consolidation with auto eliminations by account (intercompany loans, management fees) and by contact (pair the two entities' contacts and their AR, AP, income and expenses are eliminated whatever accounts they hit), plus journal adjustments. Always balanced.
One-Click Multi-Xero Posting
Post journals, invoices, bills, credit notes, purchase orders, contacts and accounts to many Xero orgs at once, draft or approved, from an Excel Add-In sheet or from Claude, ChatGPT or Copilot: calculate, show, post, sync, verify.
AI Connect for Finance Teams
Ask plain English questions of your consolidated Xero data from Claude, ChatGPT, Copilot or any MCP tool. Eliminations and FX already applied, so group answers are right first time. Attach files, add history notes, set up mapping and eliminations from a spreadsheet, trigger syncs.
AI Data Skills: reports in minutes, free
Download the Report builder, add it to Claude, type a report name: 41 reports (supplier bank changes, management reports, trial balance, budget variance, AR and AP ageing, tracking P&L, KPI scorecard) on screen with filters in minutes. Keep it as a self-refreshing Excel workbook or share it as a report skill.
Cash Flow Forecast
13 weeks from bank balance, invoices, bills, payroll, BAS and super, plus a 12 to 36 month three-way forecast. Page and Excel, saved so next month shows forecast against actual.
Migrate from Fathom, Joiin or Spotlight
Export your consolidated P&L and balance sheet, upload it to your AI connected to dataSights, and the Convert skill rebuilds the template, recreates the eliminations and ties out to your source period.
Management Reports and Excel
Real-time management reports in your browser, exported to Excel or PDF in one click. Power Query automation for Excel, no manual exports.
For BI Developers
Dedicated Azure SQL Reporting Database
Xero data synced and modelled into a dedicated, fully managed Azure SQL database. One source of truth.
AI Connect Through MCP
We expose the consolidated layer, not raw single-entity data. Use Claude to build SQL views and mapping tables, describe them for the AI, and save them for Power BI, Excel, Looker and Tableau.
Power BI and Looker Studio
Import or DirectQuery for always-current dashboards. No spreadsheets or stitched files.
Production-Ready Xero SQL Views
Pre-built, extendable views across every Xero reporting area, including our Account Transactions view. 160+ non-financial sources alongside.
Who We Help
Finance teams running multi-entity Xero consolidation, reporting, posting and AI month-end automation. BI and Excel developers building Power BI, Excel and Tableau dashboards. Owners and stakeholders needing reliable Xero reporting.
dataSights + Xero
Data Out of Xero
Financial Data Sync
Trial balance, P&L, balance sheet and cash flow from every connected Xero organisation.
Transactional Detail
Journal lines, invoices, bills, credit notes, bank transactions, contacts, items, manual journals and tracking categories.
Payroll and Fixed Assets
Pay runs, payslips, leave and timesheets from Xero Payroll; asset register, depreciation and disposals from Fixed Assets.
Multi-Currency Conversion
Group reporting currency, average rates for P&L, spot for balance sheet, always balanced.
Sync Schedule
Daily sync as standard, on-demand refresh, configurable schedules.
Data Into Xero
One-Click Multi-Xero Posting
Post to one or many Xero organisations from an Excel sheet or from your AI tool, through the same validated path. Draft or approved, with a sync and verify afterwards.
Supported Posting Types
Journals, invoices, bills and credit notes (create and update), purchase orders (create, update, mark billed), contacts, chart of accounts, attachments and history notes.
AI Connect
Open Standard Integration
Your consolidated data through MCP, the open standard for connecting AI assistants to live data. Eliminations, FX and mappings applied, not raw single-entity data. Claude, ChatGPT, Microsoft Copilot or any MCP tool, one secure sign-in each.
Capabilities
42 operations: query any view in SQL, describe views, check sync status, search the help guides; create views and tables and expose them to the AI; set up mapping, eliminations by account and by contact, journals and custom report templates; post back to multiple Xeros and trigger a sync; switch between client databases. Works on every source in your database, not only Xero.
AI Data Skills and AI Data Jobs
Three free skills (Report builder, Cash flow forecast, Convert) run in your own AI on your data. AI Data Jobs, in beta, run the month-end close: thirteen checks writing findings to your database and a shared Close Centre where the team reviews, approves the journal, posts it to every Xero, signs off and exports the audit pack. Nothing reaches Xero without a person saying yes.
Hosting and Security
A dedicated Azure SQL database in your region, or in your own Microsoft account so you own everything. Encrypted connections, MFA, salted credentials, full audit trails. Revoke access at any time.
Other Connectors
160+ Native Connectors
CRM, payroll, HR, e-commerce, POS, inventory and operations (Cin7 Core, Shopify, Employment Hero, HubSpot and more) synced into the same database as your Xero data. One source for Excel, Power BI, Looker and your AI.
Automate Across Systems
Reconcile Cin7 Core stock and COGS to Xero, match Shopify payouts to bank transactions, labour cost by store from payroll and sales, then post the journals. Build once in Claude, save as a view, run without AI. Custom connectors at a fixed price.
Getting started
Getting started
Setup takes about 30 minutes. The first sync depends on how much Xero data you have, typically a few hours.
- Start a 14 day free trial. No credit card required.
- Connect your Xero organisations via OAuth. Authorise each entity you want to consolidate.
- Set up your account mappings and eliminations, by account or by contact. Our team guides you through, or bring your existing Fathom, Joiin or Spotlight reports across with the Convert skill.
- Choose your reporting outputs: the dataSights web app immediately, or Excel via our Office Add-In, Power BI via Import or DirectQuery, or Google Looker Studio.
- Enable AI Connect, download the free Report builder under AI Data Skills, and run your first report from Claude in minutes.
Onboarding support is included on every plan. Most customers run their first consolidated report on day one.
Reviews & ratings
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Most recent reviews
Excellent service and product
LM