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Power BI Connector for Xero

Our Power BI Connector for Xero extracts all your accounting data from multiple Xero companies into Power BI for consolidated financial reporting.

All sales and nominal transactions and associated data are made available to you for all your reporting needs and you can access from a Power BI Template App, from Excel, or with a Power BI Desktop PBIX file for total control. 

See the video below for an overview of the Connector and our sample Power BI reports provided with your data snapshot to get you started on your Power BI consolidated finance journey.

Designing and consuming Power BI data models and reports is entirely free with Power BI Desktop but you require a license when you want to share reports and create dashboards.

Our connector extracts the full history of your sales and purchases and journals and you can 100% integrate with your own data sources. We extract the following data over the full time span of your accounts:

  • Customers
  • Suppliers
  • Products
  • Sales broken down by Product and Customer
  • Purchases broken down by Product and Supplier
  • Nominal Transactions and Chart of Accounts produce consolidated multi-company finance reports

You can take a closer look at our Power BI report below - click the full screen option bottom right to view. This is a consolidated view of the sample Xero data for USA, Australia, New Zealand and UK. This same report is available to you with a snapshot of your own data within minutes of downloading our software. 

See below the consolidated Power BI Report for Xero comprising the sample UK, US, AU and NZ companies.


You might also want to look at the Content Pack for Xero and Power BI available from Microsoft - please let us know if you found it useful (we could not see how to use the underlying data). Please download our Template App directly in to you Power BI Account either from the Microsoft App Store (search for Redware Connector) or with the link below. You need to set up your data snapshot with the Windows app and instructions below. 

Download the Redware Connector Template App Download the PBIX

Our pricing is just £500/$600/€55 a year (or £50/$60/€55 a month) for both the connector software and a Power BI Desktop PBIX file of all our accounting reports so you can immediately customise and extend the reports. We also offer a configuration and hand-holding process to ensure that you are up and running within 24 hours of purchase. Power BI Desktop is free but you will need Power BI Pro licenses from Microsoft to share information throughout your organisation to the web or on mobile.

Currently you need to download a Windows  application to create a snapshot of your accounting data. The video below shows you how to get set up with your free snapshot of the Power BI Connector for Xero with more Power BI Videos here.

Dynamics 365 Connector

XERO     Sage 50    QuickBooks Online    Two-way Connection    Support