You’re on the Philippines site
Select a region

dataSights

By dataSights
4.98 out of 5 stars
Free 14 day trial available
Get this app
Making Xero reporting simple for both Finance teams and BI developers. From web reports with auto-eliminations and adjustments to automating Excel & Power BI dashboards. Post data to multiple Xero's from Excel with 1-click. dataSights offers the most comprehensive suite of tools for Xero consols
Rated
5.0
out of 5
Reviewed by
61
Xero users
Try this app
Free 14 day
trial available
Listed for
3 years
March 2021

dataSights can help your business

Overview

For Finance Teams:

  • Automated Consolidations: Simplify multi-entity consolidations with auto eliminations and journal adjustments, minimizing manual work and errors.
  • Web-Based Financial Reports: Access and export real-time, customisable web reports without technical expertise.
  • Excel Integration: Automate Excel workflows for quick report generation with Power Query.
  • One-Click Multi-Xero Posting: Use our Excel AddIn to post data to multiple Xero accounts at once, streamlining reconciliation and easing data maintenance.

For BI Developers:

  • Automate Power BI: Sync Xero data with PowerBI for real-time, up-to-date dashboards.
  • Powerful Ready-to-Go Views: Extendable SQL Views across all reporting areas, including our bespoke Account Transactions View.
  • Integration with Non-Financial Data: Combine Xero financial data with non-financial sources for a complete business view.
  • Own your data: we host or you can host a dedicated Azure SQL Database that integrates and automates a wide range of data sources and reporting tools, offering a single scalable platform for all analytics needs.

Who we help

  • Finance Teams
  • BI & Excel Report developers
  • Business owners, Directors and Stakeholders

dataSights + Xero

Pull every bit of data from multiple Xero's into a single set of consolidated tables directly into your dedicated fully-managed Microsoft cloud database.

Use our platform to setup custom mappings, auto-eliminations, journal adjustments and run web based Financial reports in seconds and export to Excel or PDF.

Automate Excel (with Power Query) and Power BI (Direct query or Import mode) within minutes with our our FREE custom views for;

  • P&L with Tracking Categories
  • Balance Sheet (with Tracking Categories),
  • Trial Balance
  • AR & AP detailed
  • The most detailed Account Transactions in the eco-system

Extend Xero's two tracking categories with your own custom mappings / attributions / lookups on Entities, Customers, Accounts, Products, there are no restrictions.

Ease month end pain by posting Manual Journals / Invoices & Bills, Credit Notes, Payments, Bank Transactions, Contacts, Tracking Categories, Purchase Orders to all of your Xero's from one Excel sheet with 1-click.

Automate any non-financial sources of data you have. From Keypay to CloudPayroll to custom systems to 120 other connectors, and we are always happy to build more.

Reviews & ratings

5.0 out of 5 stars
61 Reviews

Sort and filter

Rating
Sort

Most recent reviews

RC
Rory Campbell
Posted 5 Nov 2024
5 out of 5 stars

Seamless integration

dataSights have been great in seamlessly integrating our data from various sources for many years.
GH
Gregory Hall
Posted 4 Nov 2024
5 out of 5 stars

Best finance automation tool

We have loved the efficiencies that DataSights has given us. We have linked our SalesForce, Xero and payroll data, enabling us to access all this data directly in Excel pivot tables. This has saved so many hours, as we no longer need to download CSV files.
EG
Ernie Graham
Posted 31 Oct 2024
5 out of 5 stars

The best connectors!

Our digital transformation has been greatly enhanced by the connectors provided by Datasights. They have produced highly effective software for systematically transferring data between many of our cloud hosted systems and our data lake, even when API's are unavailable. This has empowered us to create insights to our business performance which we previously would never have thought possible.

Additional info

Shared data

Xero
dataSights
Paymentsshared from Xero to dataSights and from dataSights to Xero
Invoicesshared from Xero to dataSights and from dataSights to Xero
Contactsshared from Xero to dataSights and from dataSights to Xero
Accountsshared from Xero to dataSights and from dataSights to Xero
Quotesshared from Xero to dataSights
Budgetsshared from Xero to dataSights
Timesheetsshared from Xero to dataSights
PayRunsshared from Xero to dataSights
PayItemsshared from Xero to dataSights
Overpaymentsshared from Xero to dataSights
Payment Servicesshared from Xero to dataSights
Usersshared from Xero to dataSights
Tracking Categoriesshared from Xero to dataSights and from dataSights to Xero
Tax Ratesshared from Xero to dataSights
Reportsshared from Xero to dataSights
Receiptsshared from Xero to dataSights
Purchase Ordersshared from Xero to dataSights
Prepaymentsshared from Xero to dataSights
Manual Journalsshared from Xero to dataSights and from dataSights to Xero
Linked Transactionsshared from Xero to dataSights
Journalsshared from Xero to dataSights
Itemsshared from Xero to dataSights and from dataSights to Xero
Employeesshared from Xero to dataSights
Currenciesshared from Xero to dataSights
Credit Notesshared from Xero to dataSights and from dataSights to Xero
Branding Themesshared from Xero to dataSights
Bank Transfersshared from Xero to dataSights
Bank Transactionsshared from Xero to dataSights and from dataSights to Xero

Functions

ReportingAccountant tools

Industries

Professional servicesRetailAccounting

App details

By dataSights
Added in 2021

Countries

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

Languages

English

Support

Setup walkthroughContact supporthello@datasights.co

Contact

+61481501763

Follow

FacebookLinkedIn

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.