Overview
For Finance Teams
Xero Consolidations Automate multi-entity Xero consolidations with auto eliminations and journal adjustments, reducing manual effort and reconciliation errors.
Management Reports Create real-time management reports from Xero data in the browser, with simple export to Excel and PDF. No technical setup required.
Excel Automation with Power Query Automate Excel reporting directly from Xero data using Power Query, removing manual exports and repeat refresh steps.
One-Click Multi-Xero Posting Use the dataSights Excel Add-In to post journals and data to multiple Xero organisations at once, simplifying consolidation and ongoing data maintenance.
For BI Developers
Dedicated Azure SQL Reporting Database for Xero We sync and model Xero data into a dedicated Azure SQL database for reporting and analytics, providing a reliable single source of truth.
Power BI Integration for Xero Connect Power BI to the database using Import or DirectQuery for current dashboards, without exporting spreadsheets or stitching files together.
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 sources to deliver 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, directors, and stakeholders needing accurate 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, stored in your dedicated, fully managed Microsoft Azure SQL database. This becomes the foundation for all financial and operational reporting and workflows.
Consolidation and Management Reporting
Run consolidation and management reporting that 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
Detailed Accounts Receivable and Accounts Payable
Highly detailed Account Transactions, the most comprehensive in the Xero ecosystem
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, payments, bank transactions, contacts, tracking categories, and 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 120 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 and consolidate all Xero organisations and relevant operational data into a single reporting dataset.
Step 2. Configure mappings and eliminations Set up account mappings, eliminations, and adjustments. Extend beyond Xero’s two tracking categories with custom mappings where needed.
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.
Step 4. Post data back to Xero Post data from Excel to multiple Xero organisations in one step. Create and update invoices and bills, journal adjustments, contacts, bank transactions, tracking categories, purchase orders, and more.
