Xero4PowerBI

Xero4PowerBI from Paradigm BI.

Xero is an excellent financial management system; however, providing access to your Xero data is difficult. Xero4PowerBI is a cost effective multiplatform reporting system that allows for fast paced reporting on your financial status and enables financial information to be shared across your organisation using bookmarks and alerts on the desktop and mobile devices. Xero4PowerBI creates datasets that Excel users can easily use in pivot tables and charts.

The App is free to download and has sample data, it uses the OdataLink service to access your Xero data.You can try it right here. Choose the OdataLink subscription to fit your business, you can start with a trial subscription. Connection is quick and simple.

View the Introduction to Xero4PowerBI - YouTube

For illustration, Accounting and Finance concept
Free photo 34288252 © Gigisomplak | Dreamstime.com

Benefits

Xero4PowerBI provides several benefits for businesses. Insights into key performance measures are readily available and can be displayed as charts and KPIs. Using the Power BI service to distribute reporting means that critical business information can be disseminated to staff members when they need it. Business information can be shared, without requiring a Xero logon, based on requirements. Reports are securely viewable on web reports or on mobile devices. Standard Reports such as Profit and Loss and Trial Balance are available. This App is fully customizable to your needs.

Data Sharing

Transactions can be audited, and reports shared with co-workers. Power BI alerts and notifications combined with dashboards will provide a powerful tool for monitoring business health. Transactional data can be easily downloaded to connected Excel spreadsheets and disseminated using Paginated Reports as PDF. The Power BI service offers a scalable solution, for existing PowerBI users the Xero connection is extremely cost effective. New users can adopt the level of service and access that they require. Business Intelligence is an important part of the modern data-driven organisation. Xero4PowerBI presents a unique opportunity to gain key insights from your accounting data in a cost-effective manner while retaining control over access.

Resources

Xero4PowerBI Reporting for Power BI has two main components:

The OdataLink connection is one URL. View Create OdataLink Connection for Xero4PowerBI - YouTube.

Support

Check the blog for latest updates. Don't be afraid to call if you need help, use the Contact Page, or DM

PowerBI Requirements

  • Power BI Pro or E5 licenses for each user.
  • Disclaimer, we don't normally test features with a free license but a trial license should be ok