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Connectorly for PowerBI

By Connectorly for PowerBI
0 out of 5 stars
Connectorly for Xero and Power BI offers a seamless solution for analysing your company's financial data. With easy configuration, you can generate various reports based on your Xero data, predict future outcomes, create reports for budget analysis, and delve into your journals for valuable insights
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Reviews
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Listed for
4 months
October 2023
Key functions
Accountant tools
Reporting

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
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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.

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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

Accountant toolsReporting

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

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Get started with Connectorly for PowerBI

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