Xero Consolidation Reporting & Upload to multiple Xero's
Never export a CSV again
Xero Consolidation. Made Easy.
1. Sync your Xero entities
2. Add mappings, FX, adjustments & eliminations
3. Connect your reporting tools
4. Use our templates or use your reports
5. Let us guide your journey
How to connect Xero to Excel, Power BI, Google Sheets and Upload to Xero
Xero Entities to Excel
Xero Entities to Power BI
Xero Entities to GSheets & Looker
Upload data from Excel to multiple Xero entities
Take your Xero Consolidation to the next level
Every bit of Xero data consolidated from all your entities into a single set of tables
Business User Data
Centralise mappings, FX, eliminations, adjustments and any other data that belongs with your Xero data
Automate existing Excel
Simply pull in automated data into your existing or new reports and refresh your data with 1-click magic
Our Account Transactions view builds up a powerful, customisable account transactions view from Journal lines. Incredibly powerful.
Every view can include Tracking Categories, where applicable of course!
We can pull in data from ALL your systems, not just Xero, we never say no to data
Excel, BI and SQL Templates
SQL, Excel and BI templates available so you can supercharge your development or simply tell us what you want to build
Push to GoogleSheets
Create some templated views or let us help you customise, so you push only the data you need to Google Sheets and get things simple and performant
Upload to Xero
Use our ExcelAddIn to save hours easily uploading your data directly into multiples Xero’s at the same time
What Our Clients Say
With our Xero financials automated & consolidated with Tracking Categories to Google Sheets, we can focus on using the data, not collecting it.
Having our client’s several Xero files consolidated has saved me hours per month. Actuals against budgets, with FX conversions and Tracking Categories.
dataSights automates our clients data into both PowerBI and Excel, this allows us to service clients with varying business models, from one platform, very efficiently.
30 day free trial or find out more
We do solutions not sales, book a chat and get some awesome advice
Free to get started, pay as you scale
No lock in contracts
WE BUILD ANY NEW CONNECTOR YOU NEED FOR A FIXED FEE OF $200 USD PER CONNECTOR
All our plans include :
All our plans include our expertise that will guide you to 100% automated reporting
Access to Data Experts
Conversations with our team who have years of experience in taking SME’s from manual reporting, to real-time, 100% automated & scalable reporting
Your Data Hub and Templates
Perfectly automate your data with our proprietary platform and Reporting templates built with years of experience
If you need us to get going, or step-in when your internals are stretched. Hop on a call and let’s get you sorted
Nearly all of our customers aren’t full time report developers. We simplify and focus on delivery to get you the skills to be 100% self-sufficient
Huge Focus on Client Service
Our NPS of 72 and almost 0% Churn is testament to our number one focus; Client Happiness
Frequently asked questions
Create an account (Free trial available), create or bring an existing database, connect Xero on the Connectors page, then Sync! Then follow a short video on how to use your database credentials to connect to Power BI in Direct query mode. Done!
Create an account (Free trial available), create or bring an existing database, connect Xero on the Connectors page, then Sync! Then follow a short video on how to use your database credentials to connect to Excel. Done!
Create an account (Free trial available), create or bring an existing database, connect Xero on the Connectors page, then Sync! Then follow a short video on how to push your data to Google Sheets. Done!
Absolutely. Every customer gets their very own isolated data warehouse. Database credentials are salt-encrypted. Multi-factor authentication can be activated for your account. We take security very seriously.
Your Xero reports can be updated daily, on-demand, and if it’s Xero sales data as frequently as every 5 minutes.
Absolutely. We are software developers first, report developers second. Any Xero data you need aggregated, calculated and pushed either via an ExcelAddIn or fully automated is no problem at all. Just get in touch and we can explore your requirements and offer multiple solution options.
We do! The Xero templates will need some customisation, which either we can do, or you can do. Just get in touch and we can figure out how best to progress!
Absolutely. We are software developers first, report developers second. Any data you need pushed into Xero either via an ExcelAddIn or fully automated is no problem at all. Just get in touch and we can explore your requirements and offer multiple solution options.
The choice is yours, or you can choose a combination, or we can coach you. Our only goal is to automate all our data, and guide you to 100% automated Xero report automation.
We can consolidate multiple Xero’s, Shopify’s, Hubspots, whatever systems you use, we can consolidate into a single Xero Sales table for example. Get in touch, and we would love to show you how OR start a FREE Trial and connect multiple Xero, and sync away!
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Step 1: Create a Free Trial account and authenticate Xero + Microsoft Power BI.(2 minutes)
Step 2: Schedule a time for your data to sync.(15 seconds)
Step 3: Trigger sync.(15 seconds + variable syncing time)
Step 4: Select the reporting tool you want to use (Excel, Microsoft Power BI, Google Sheets) and build reports with automated data.(2 minutes)
That’s it! More time to work on other things.
Latest news, tips and best practices.
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