Skip to main content
You’re on the Philippines site
Select a region
Free Xero trial

Free Xero trial

Connectorly for PowerBI

By Connectorly for PowerBI
5 out of 5 stars
 6 reviews
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
6
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
October 2023

Connectorly for PowerBI can help your business

  • Reporting

    • Audits

  • Reporting for Accountants and Bookkeepers

    • External reporting

  • Help and advice for business

    • Business insights
    • Planning and budgeting
    • Forecasting

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.

Getting started

Set up your Connectorly for Xero and Microsoft Power BI with just a few clicks and enjoy the power of reporting. Download our templates to immediately see your data.

Screenshot 1 for app Connectorly for PowerBI

Reviews & ratings

Skip to reviews list
5.0 out of 5 stars
6 Reviews

Sort and filter

Rating
Sort

Most recent reviews

WT
Warren Teasell
Posted 26 Mar 2025
5 out of 5 stars

Worked straight out of the box

I tested a few similar products and Connectorly was the only one that tied back to Xero p&l and billings data without having to investigate further. When support was required they have been fantastic. Totally recommend them.
VA
Valeria Avila Palomares
Posted 3 Mar 2025
5 out of 5 stars
Best app! easy to use, amazing reports. All in one!
MG
Mason Gogoll
Posted 27 Feb 2025
5 out of 5 stars

Best Decision Ever

The Connectorly Team is fantastic, and using this app to bring our reporting into PowerBI and connect our CRM (d365) to Xero has been the best decision ever. I shouldn't say this, but the price to value is entirely in the customer's favour here. I've had a few hiccups with understanding the data or figuring out the integrations, and the Connectorly team has responded quickly, comprehensively, and understandably. It's great to talk to clear experts who can discuss this with laypeople to help us upskill and better understand these critical connections. I couldn't spook this company and product enough.
View all reviews

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

Start free trial

You might also like

  1. Payroll HR, Time tracking

    Deputy

    4.04 out of 5 stars
     141
    Payroll HR, Time tracking
    Simplify Shift Work with Staff Scheduling, Time Tracking & Labor Compliance. Generate Xero invoices in one click from employees' worked time!
  2. Accountant tools, Bills and expenses

    Dext

    4.8 out of 5 stars
     1031
    Accountant tools, Bills and expenses
    Automate your bookkeeping with Dext. Capture receipts, track expenses and mileage, and connect to Xero, 11,500+ apps, banks, and more. Save time, reduce errors, boost efficiency. Free trial!
  3. Bills and expenses, Documents

    Hubdoc

    3.41 out of 5 stars
     212
    Bills and expenses, Documents
    Hubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business.
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.