Xero
Azure SQL Server
Tableau
Xero Tableau Connector by Vidi is the most convenient solution for integrating Xero data into your analytics workflow, solving multiple challenges.
Visualize consolidated financial statements in a breeze
Customize visualizations to track KPIs unique to your team or industry.
Xero stands as a leading cloud-based accounting platform trusted by businesses globally. While it excels in financial management, many organizations seek to unlock deeper, actionable insights from their data through advanced visualization and analytics. Enter Tableau, a powerhouse in business intelligence renowned for transforming raw numbers into intuitive, interactive dashboards. Integrating Xero with Tableau empowers teams to elevate financial reporting, uncover trends, and drive data-backed decisions. Here’s why this integration is a game-changer for modern businesses:
For Tableau users managing multiple Xero accounts such as accountants or conglomerates, you will be having multiple grouped accounts under Xero. Our connector can consolidate data from all accounts into a single Tableau data source. As new accounts are added, data will automatically flow into Tableau.
These automation capabilities remove manual report upkeep effort so you can dedicate more time to value-add analysis.
The flexibility of Tableau allows teams to create tailored reports. These reports can meet specific business requirements.
With Vidi’s Xero Tableau Connector, you can turn raw call data into actionable insights for smarter decision-making.
Learn more about our connector below:
Challenge
Multi-Account Consolidation
Businesses with multiple Xero accounts (e.g., franchises or retail chains) face fragmented financial data across branches. Manual exports and spreadsheet consolidation are error-prone and time-consuming, leading to delayed insights and siloed decision-making
Solution
Use our Xero Tableau connector to automatically consolidate data from all Xero accounts into a single Tableau dashboard.
Key tables like JournalLines (transaction details) and TrackingCategory (analytical attributes) are merged to create unified reports
Challenge
Accounting Firms – Automated data entry
Accounting firms handling supplier bills and credit notes in PDF/CSV formats struggle with manual data entry into Xero. This leads to errors, duplication, and inefficiency, especially when managing multiple clients’ accounts.
Solution
Develop a custom integration that automates data extraction from uploaded PDF/CSV files into Xero. Tools like Dropbox integration and background services auto-populate Xero with extracted data, which is then visualized in Tableau for client-specific dashboards. This Reduce manual entry by 30+ hours/month, eliminated errors, and enabled real-time financial reporting for stakeholders.
Challenge
Cross-System Analytics
Businesses need to correlate Xero financial data with non-accounting systems (e.g., CRM, inventory) but face siloed data and complex transformations
Solution
Merge Xero tables (invoices, contacts) with external datasets (e.g., Salesforce CRM) in Tableau to analyze ROI per product line or marketing campaign.
Vidi Corp has developed code to send requests to Xero, extract the data, and format it into a table structure that is very easy to use in Tableau. The connector extracts data into a database like BigQuery or Azure SQL Server. You can then connect this database to Tableau.
Access
First, we will need to gain access to your Azure and Xero. We will also guide you on how to do it.
Install a Script
Then, we will install a Python script that is programmed to extract Xero data into Tableau. You can find a demonstration of how it works from here.
Schedule Your Data
We will schedule the data pulls to refresh your data in Tableau automatically.
Our Xero Connector extracts data in a structured format, saving you dozens of hours in data preparation. You will get 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
Accounts Visualised
Invoices
Bank transactions Visualised
Tax rates
Contacts Visualised
RevenueGreat 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
