Accounting.Bi can help your business
Reporting
- External reporting
- Internal reporting (not for compliance purposes)
Changes in business
- Expansion
Tasks for Accountants and Bookkeepers
- Billing and Payments
Reporting for Accountants and Bookkeepers
- Internal reporting (not for compliance)
Overview
Accounting.BI is a powerful data management and visualisation tool that connects your Xero accounting system with PowerBi and Excel. By using the application, you can build powerful reports that sync in real-time to your accounting system as well as many other data sources.
Some of the AccountingBI dedicated excel functionalities include:
Multiple Entity Reporting & Consolidation – if your organisation has multiple Xero accounts – for its various locations, subsidiaries, and profit centres, AccountingBi will allow you to perform real-time consolidated reports across multiple Xero organisations. Real-time sync: AccountingBI gives you access to live accounting data from Xero – helping you use real-time data in Excel. Pre-built Excel management accounting templates: to save you many hours of creating, AccountingBi offers you pre-built Profit & Loss, Balance Sheet, Bank covenants, and Non-Profit & Charity SORP templates that you can use. Online and desktop Excel connector – You can use the AccountingBi Excel add-in in Excel Online and the web browser versions. Excel flexibility – AccountingBi allows you to use excel formulas and macros to perform calculations on your data so you are not restricted by our own report builder tools. Easy and fast integration: easily connect your Xero organisation with AccountingBi with just one click!

Accounting.Bi + Xero
https://help.accounting.bi/portal/en/kb/accounting-bi
Getting started
Check out our getting started video: https://youtu.be/AAv8nxV-Lck?si=CwTtdRH3rRiN-UH8

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Additional info
Shared data
Functions
ReportingIndustries
AccountingApp details
Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@accounting.biContact
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