Coupler.io can help your business
Manage people
- Business and employee performance insights
- Payroll tax filing and reporting
Manage accounts, cash flow and finance
- Invoicing and debt collection
Reporting
- Internal reporting (not for compliance purposes)
Help and advice for business
- Planning and budgeting
Overview
Take control of your Xero reporting and unlock the full potential of your accounting data. Coupler.io lets you automate data exports from Xero to spreadsheets, data warehouses, and BI tools. You can create custom Xero reports, derive insights, and share them with stakeholders.
👋 Say goodbye to manual exports: Coupler.io seamlessly retrieves your Xero data, including invoices, accounts, and reports (balance sheet, bank statements) on a schedule you define.
🎚️ Filter and format for clarity: Customize the data output to match your needs. Filter specific information and arrange it for easy analysis within your chosen destination software.
📚Combine data from multiple sources: With Coupler.io, you can aggregate data from multiple Xero organizations. Moreover, the platform isn't limited to Xero. It lets you integrate data from other business apps (e.g., QuickBooks, HubSpot) into the same report, giving you a holistic view of your finances.
⏱️Automate reports to keep them up-to-date: Schedule automatic data refreshes to ensure your reports reflect the latest Xero information. No more scrambling for fresh data at the last minute.
📊Build custom dashboards quickly: Coupler.io simplifies data visualization. Effortlessly connect your Xero data to platforms like Looker Studio and Power BI to create clear and insightful dashboards for informed decision-making.
⏳Free your time for analysis: Ditch the time-consuming manual data entry and focus on what matters – analyzing trends and making strategic business decisions based on accurate, real-time data.
Coupler.io + Xero
With the Xero integration by Coupler.io, you can automate exports of raw accounting data and reports.
📋 Reports
- Aged Payables by Contact
- Aged Receivables by Contact
- Balance Sheet
- Bank Statement
- Bank Summary
- Budget Summary
- Executive Summary
- Profit and Loss
- Trial Balance
The export of Xero reports is suitable for sharing information with stakeholders. You can connect Xero, for example, to Google Sheets and easily grant access to your accounting data.
💰 Accounting data:
- Accounts
- Bank Transactions
- Bank Transfers
- Branding Themes
- Contact Groups
- Contacts
- Credit Notes
- Currencies
- Employees
- Expense Claims
- Invoices
- Items
- Journals
- Linked Transactions
- Manual Journals
- Organization
- Overpayments
- Prepayments
- Payments
- Purchase Orders
- Receipts
- Repeating Invoices
- Reports
- Tax rates
- Tracking Categories
- Users
At the same time, Coupler.io allows you to create custom reports based on Xero data. The integration has several built-in options to transform your data on the go, including filters, column management, and more.
📚With Coupler.io, you can also merge data from multiple Xero organizations or even other applications. This is helpful if you need to create a report based on aggregated data.
Export Xero data and create custom reports in
- Spreadsheets: Excel and Google Sheets
- BI tools: Looker Studio, Power BI, Tableau, Qlik
- Data warehouses: BigQuery, Amazon Redshift, PostgreSQL
- Other destinations: Monday.com, JSON
Getting started
You can start using Xero integration by Coupler.io for free. To connect Xero and the needed destination application, complete three simple steps:
🔌 Step 1: Collect Xero data
Select Xero (for exporting accounting data) or Xero Reports (for exporting reports) as a source application and choose the destination you need.
Then, connect and authorize your Xero account and select the data you need to export.
⚙️ Step 2: Transform data
At this step, Coupler.io loads some data for preview. You can also ensure the data is analysis-ready as follows: Rename, rearrange, hide, or add columns. Apply various filters and sort your data. Create columns with custom formulas. Merge data from several organizations or apps if you’ve connected multiple sources.
💾 Step 3: Load data and schedule refresh
Proceed to the destination setup, where you need to follow the in-app instructions to load Xero data into the chosen destination app. After that, enable Automatic data refresh and set a schedule to access the up-to-date information from Xero.
🚀 From the moment you run the importer, Coupler.io will automatically upload data to the selected destination on a schedule you specify.
Reviews & ratings
Sort and filter
Most recent reviews
Good Platform
Great to import Xero data into Gsheets
Response from Coupler.io10 Mar 2023
Simple and reliable solution to fetch Xero data
Response from Coupler.io10 Mar 2023
Additional info
Shared data
Functions
ReportingOtherIndustries
RetailProfessional servicesAccountingApp details
Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
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