Xero
Azure SQL Server
Power BI
Streamline your analytics workflow with Vidi Power BI Xero connector – the simplest solution for integrating Xero data and overcoming common challenges.
Xero is a leading cloud-based accounting solution. Integration with Power BI powerful data visualisation capabilities delivers game-changing advantages for your business. Here are the key benefits you can unlock:
Our Xero Power BI connector brings all Xero accounts together in one centralised Power BI dashboard. It standardises different charts of accounts, ensuring accurate comparisons across entities. Unified financial data helps to evaluate business health without switching between accounts!
Xero Power BI connector provides Real-time updates, ensuring you are always working with the latest data. This provides instant visibility into cash flow, revenue trends and expense patterns.
Power BI reporting capabilities allow you to create fully customised reports tailored to your needs. Customisation enables businesses to move beyond default reporting and reveal opportunities.
Manual financial reporting is time-consuming and prone to errors. Our connector solve this issues by automatically syncs Xero data with Power BI on a schedule you need. This helps to increase efficiency, saving time and resources.
Our integration bridges Xero data with Power BI analytics, converting unstructured data into insightful KPIs for optimised workflows.
Learn more about our connector below:
We provide a no-code solution that pulls data from the Xero API into an Azure SQL Server database. This setup enables a seamless connection to Power BI via its built-in Azure SQL Server connector. The integration is highly reliable even with large datasets. It also gives clients the flexibility to implement advanced data security measures within Azure.
Download
Find Xero connector in our client portal and click ‘Install.’ This action will generate all necessary tables within the chosen database. Your data will be directed into these tables.
Connect new company
Sign in to your Xero account and choose one or more companies you wish to link.
Wait for the data to sync
The first database refresh may take several hours as it retrieves all historical data. Subsequent refreshes will only take a few minutes. You can monitor progress in the Refresh Status tab.
Install our free Xero Power BI template
Download and install our free Xero Power BI template to visualise your data in Power BI within 5 minutes! You can customise the PBIX file anytime.
Our Power BI Xero connector pulls data in a user-friendly format, eliminating hours of manual data blending. You will receive ready-to-use tables such as
Additional customisations are available upon request.
$1200 per year
14 days free trial
Unlimited number of Xero accounts
Unlimited Customer Support
Challenge
Construction Firm
A construction company needed real-time visibility into project expenses, budgets, and profitability but relied on manual Excel exports.
Solution
Client used our Xero Power BI Connector to sync project data and created dynamic dashboards for project financial analysis.
Challenge
E-commerce seller
E-commerce company lacked a real-time view of sales performance, expenses and cash flow across multiple retail outlets. Manual reporting from Xero into Excel consumed hours.
Solution
They used our Xero Power BI connector to automate the flow of financial data and create real-time dashboards.
Challenge
Investor Reporting
The client needed detailed financial visuals for investor reporting, but internal finance team struggled to maintain up-to-date charts manually.
Solution
Our client implemented Xero Power BI integration to automate key financial metrics update including burn rate and revenue growth trends.
Great service and tools worked exactly as expected
Michael Khoury
The team at Vidi has been great to work with! Super responsive to my numerous questions, and even going so far as to help me learn and make small changeson my own.
Chris Ginsbach
Great group to work with, understood my needs and helped me design a solution that works
Michael Russell
