You’re on the Malaysia site
Select a region

Connectorly for PowerBI

By Connectorly for PowerBI
5 out of 5 stars
Free 14 day trial available
Get this app
Connectorly for Xero and Power BI offers seamless financial analysis for one or more Xero Organisations. Get started quickly with beautiful templates for Profit & Loss, Balance Sheet, Aged Debt and more. We’ve made the Xero data model easier to work with and enriched it to make forecasting simple.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Try this app
Free 14 day
trial available
Listed for
6 months
October 2023

Overview

Integrating Xero and Microsoft Power BI has never been easier, thanks to Connectorly. Our innovative software automation solution eliminates the hassle for customers. With our Xero and Microsoft Power BI connector, you can effortlessly extract all your Xero data into pre-built report sets. These reports are immediately accessible in Microsoft Power BI Desktop, and you can publish and share them with your colleagues using Microsoft Power BI.

Connectorly also enables you to connect multiple Xero companies within minutes, creating an optimal Power BI Desktop data model. Additionally, it provides you with a comprehensive range of Power BI dashboards and reports that cater to all your typical requirements. With Connectorly, analysing your financial data has never been more efficient and convenient.

Connectorly for PowerBI
Play Video
, opens in a dialog

Connectorly for PowerBI + Xero

With just a few clicks start to experience reports that cover all typical analyses such as: Financial reports Actual – Budget variance Multi-company consolidation Currency translation Trial Balances AI-driven sales analysis Others or create your report.

With Microsoft Power BI Desktop, you have the ability to create reports using your Xero data. You can take advantage of Connectorly enhancements, such as future invoices and reporting based on the financial year or calendar year. Additionally, you can choose your preferred reporting currency and even compare multiple Xero companies in a single report.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

Sort and filter

Rating
Sort

Most recent reviews

CH
Connor Hastie
Posted 13 Mar 2024
5 out of 5 stars
I tried about 3 or 4 connectors for PowerBI before I came across Connectorly and it stood out by a country mile. Within 10 mins of creating an account, using their pre-built template dashboards, I was already looking deep into our accounts and drawing data that previously took hours to access. The multi company connection is fantastic, so easy to use by just dragging and dropping into a group and the team are on hand at a moments notice to resolve anything you need help with. The data refresh is really quick, allowing next to real-time reports for our stakeholders. Not only is it the most comprehensive yet easy to maintain connector, but it is also incredible value. We have been with them a month now and have already saved hours of working time on reporting, and are now getting into some really exciting work on ML forecasts based on the data. Big thanks to the team at Connectorly, I look forwards to continuing to work alongside them!

Additional info

Shared data

Xero
Connectorly for PowerBI
Budgetsshared from Xero to Connectorly for PowerBI
Accountsshared from Xero to Connectorly for PowerBI
Overpaymentsshared from Xero to Connectorly for PowerBI
Tracking Categoriesshared from Xero to Connectorly for PowerBI
Tax Ratesshared from Xero to Connectorly for PowerBI
Purchase Ordersshared from Xero to Connectorly for PowerBI
Prepaymentsshared from Xero to Connectorly for PowerBI
Paymentsshared from Xero to Connectorly for PowerBI
Manual Journalsshared from Xero to Connectorly for PowerBI
Journalsshared from Xero to Connectorly for PowerBI
Itemsshared from Xero to Connectorly for PowerBI
Invoicesshared from Xero to Connectorly for PowerBI
Credit Notesshared from Xero to Connectorly for PowerBI
Contactsshared from Xero to Connectorly for PowerBI
Branding Themesshared from Xero to Connectorly for PowerBI
Bank Transfersshared from Xero to Connectorly for PowerBI
Bank Transactionsshared from Xero to Connectorly for PowerBI

Functions

ReportingAccountant tools

Industries

Professional servicesAccounting

App details

By Connectorly for PowerBI
Added in 2023

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supporthelp@connectorly.io

Contact

+442045383035

Follow

TwitterFacebookInstagramLinkedIn

14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.