Xero Consolidation Reporting
Never export a CSV again. Ever.
Consolidate your Xero financials. Automate into your Excel and PowerBI and Google Sheets. Let us guide your reporting automation journey.
Automate your Xero Consolidation reporting in 3 easy steps
A world-class technology platform & real people to listen and guide you to 100% automated reporting
Connect Xero entities to YourDataHub
Excel, Power BI & GSheets automated
We are on hand, every step of the way
Want to see it in action?
Try it FREE, or book a chat with our founder
How to connect Xero to Excel, Power BI, Google Sheets, back to Xero and other systems
Automate your Xero Consolidation data to Excel, Power BI, Google Sheets or any other system
Connect Xero Consolidated Entities to Microsoft Excel
Connect Xero Consolidated Entities to Power BI
Connect Xero Consolidated Entities to Google Sheets & Google Data Studio
Connect Xero Consolidated entities back to Xero or automate to any other systems
Tired of CSV exports and using Excel as a way to consolidate data? Access your data then build your own Excel and PowerBI and Google Sheets. Or ask us to build them for you!
Automate existing Excel & Google Sheets
Keep your existing excel or google sheet reports, and let us automate Xero consolidated data into them.
Allow your stakeholders to access the numbers that are most important to them, anytime. Access from any device and make faster decisions based on actual data.
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.
What You Can Achieve
Why choose Xero Consolidated Reporting solutions from dataSights?
Consolidate and centralise all your data. CoA groupings, FX conversions, eliminations, adjustments. Create multiple views for different audiences, flexibility like you have never seen it before.
We automate the consolidation of your data, and then you are free to build your own Excel and PowerBI and Google Sheet reports, or we can coach you, or build them for you.
Visibility like never before
Drill down into expenses or any other details. Not just management reports. Solve whichever problem you have. For a lot of businesses with multiple entities that is visibility into Journal Line level expenses with FX conversions.
Update your existing Excel reports and models with one click
PowerBI vs Excel? Silly question, you need both, so choose a data solution that automates data into both!
For custom cashflows, management reporting, financial models or any reporting that you want to stay in Excel for… we have you covered.
Automate to Google Sheets
If your reporting weapon of choice is Google Sheets, we can also push consolidated data, and summarised data up to Google Sheets.
We automate the consolidation of your data, and then you are free to build your own Google Sheet reports and models.
Pricing options for every business
We have a plan to suit your organisation
* Connectors are source systems you pull data from. So Xero, Hubspot, DEAR Systems and Google Ads would count as 4 connectors.
** This is the number of entities per connector you can consolidate. So Xero counts as one connector, but if you are consolidating 15 Xero entities, then this counts as 15 entity consolidations.
*** On Demand = Trigger your own refresh manually. Daily = scheduled refresh once per day. Real-time = as often as API limitations will allow, each API is different and different endpoints within each API differ. Rest assured we will do what we can to customise our syncs to match your needs
**** Our team of Software, SQL and BI Developers can be leveraged at a discounted hourly rate of $75 USD per hour. We will give an upper limit of an estimate for each piece of work and keep 100% transparency as the project progresses.
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
Unlimited conversations with data experts, skilled in taking SME’s from manual reporting, to real-time, 100% automated & scalable reporting
Your Data Hub portal & toolkit
All the tools and techniques we use to deliver 100% automated reporting to our clients, in a self-service portal. Truly unique and beautiful.
On Demand Fixed Price Consulting
If you need us to get you going, or step-in when your internals are stretched. Give us a spec, and we will give a fixed price quote and deliver. Too easy.
On Demand SQL & PowerBI Coaching
We love teaching our clients how to build reports, and help realise the definition of “Self-service analytics”
Huge Focus on Client Service
NPS of 65. Enough said, but please feel free to ask for a reference, we stand by our work, 100%.
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.
How Xero Consolidation + Microsoft Power BI Integrations Work
Step 1: Authenticate Xero Entities + Microsoft Power BI.(30 seconds)
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, 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.
Why SQL is far more important than a reporting tool
It is both amazing and awesome to watch the capability and responsibility of data and reporting move into business roles which previously did not have that expectation as part of their job description.Especially with the younger staff in businesses we notice. There's...
How to automate PO creation in DEAR Systems with two clicks
Purchase Order creation is without a doubt a fundamental part of any inventory based business. Without raw materials to manufacture and/or without goods to sell, well, what are we doing here exactly? So now that we have relatively easily established PO's are an...
The magic of ExcelAddIns – Xero Invoice Automation – 3 real scenarios
The invoice automation challenge It is no secret that invoicing is a fundamentally key part of any business, without revenue, there is no business! Unfortunately it is a process that often comes with a large amount of complexity. From discounts, to contracts, to...
Want to find out more?
We do solutions not sales, book a chat and get some awesome advice