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