Overview
For Finance Teams
Xero Consolidations
Automate multi-entity Xero consolidations with built-in eliminations and journal adjustments. Reduce manual effort, avoid reconciliation errors, and always balance.
Management Reports
Create real-time management reports directly from Xero data in your browser. Export to Excel or PDF in one click — no technical setup required.
Excel Automation with Power Query
Automate Excel reporting straight from Xero using Power Query. Eliminate manual exports and repetitive refresh steps.
One-Click Multi-Xero Posting
Use the dataSights Excel Add-In to post journals and data to multiple Xero organisations at once. Ideal for consolidations and ongoing month-end maintenance.
For BI Developers
Dedicated Azure SQL Reporting Database for Xero
We sync and model Xero data into a fully managed, dedicated Azure SQL database — a reliable single source of truth for reporting and analytics.
Power BI Integration for Xero
Connect Power BI using Import or DirectQuery for always-current dashboards. No spreadsheets, no stitched files.
Production-Ready Xero SQL Views
Use extendable SQL views across key Xero reporting areas, including our purpose-built Account Transactions view.
Non-Financial Data Integration
Combine Xero financial data with 170+ non-financial data sources to build a complete business reporting model.
Who We Help
• Finance teams managing multi-entity Xero consolidation and reporting • BI and Excel developers building automated Power BI and Excel dashboards • Business owners and stakeholders needing accurate, reliable Xero reporting
dataSights + Xero
dataSights pulls financial data from multiple Xero organisations and combines it with your non-financial business data into consolidated, reporting-ready tables.
All data is stored in a dedicated, fully managed Microsoft Azure SQL database, hosted in your preferred region globally — either within the dataSights Microsoft account or your own.
##Consolidation and Management Reporting
Run consolidation and management reporting that always balances.
Configure custom account mappings, auto eliminations, and journal adjustments once, then generate web-based management reports in seconds.
Reports can be automated into Excel using the dataSights Office Add-In or Power Query, with optional export to Excel or PDF.
##Excel and Power BI Automation
Automate Excel and Power BI reporting within minutes using Power Query, DirectQuery, or Import mode.
dataSights provides free, production-ready SQL views covering core reporting requirements, including:
• Profit and Loss with tracking categories
• Balance Sheet with tracking categories
• Trial Balance (accrual and cash basis)
• Detailed Accounts Receivable and Accounts Payable
• Payroll reporting (pay runs, employees, leave, super, and tax)
• Xero Contact audit change history
• Highly detailed Account Transactions (the most comprehensive in the Xero ecosystem)
• Every available Xero API table, fully modelled for reporting
##Advanced Tracking and Attribution
Extend Xero’s two tracking categories with custom mappings and attributions across entities, customers, accounts, products, and more.
There are no structural restrictions, allowing reporting to reflect how your business actually operates.
##Month-End Workflow Automation
Reduce month-end effort by posting data back to multiple Xero organisations from a single Excel sheet.
With one click, create or update:
• Manual journals • Invoices and bills • Credit notes and payments • Bank transactions • Contacts • Tracking categories • Purchase orders
Across all Xero files.
##Non-Financial Data Integration
Automate non-financial data alongside Xero.
dataSights connects to payroll systems such as KeyPay and CloudPayroll, custom internal systems, and over 180 other data sources.
Building new non-financial connectors is a core value add, and we regularly create new integrations to meet customer needs.
No exports. No data wrangling. Excel and Power BI, automated.
Getting started
Step 1. Connect and consolidate your data
Connect all Xero organisations and relevant operational data into a single, consolidated reporting dataset.
Step 2. Configure mappings and eliminations
Set up account mappings, eliminations, and journal adjustments once.
Extend beyond Xero’s two tracking categories with custom mappings where required.
Step 3. Run reports and automate reporting
Run web-based management reports and export to Excel or PDF.
Automate Excel workflows using Power Query, and build real-time Power BI reports and dashboards directly from the database.
Step 4. Post data back to Xero
Post data from Excel to multiple Xero organisations in a single step.
Create and update invoices and bills, journal adjustments, contacts, bank transactions, tracking categories, purchase orders, and more.
