The Xero consolidation solution for Finance Teams & BI Developers
Never export or import a CSV again
Xero Consolidation. Made Easy.
1. Sync your Xero entities
2. Custom mappings, FX, adjustments & eliminations
3. Connect your reporting tools
4. Upload from Excel to multiple Xero's
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
Xero Consolidated
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
Account Transactions
Our Account Transactions view builds up a powerful, customisable account transactions view from Journal lines. Incredibly powerful.
Tracking Categories
Every view can include Tracking Categories, where applicable of course!
Non-financial Data
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.
14 days 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
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WE BUILD ANY NEW CONNECTOR YOU NEED FOR A FIXED FEE OF $300 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
Pay-As-You-Go Consulting
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
Pay-As-You-Go Coaching
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
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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!
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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!
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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!
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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.
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Your Xero reports can be updated daily, on-demand, and if it’s Xero sales data as frequently as every 5 minutes.
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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.
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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!
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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.
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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.
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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!
About Xero
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 + Microsoft Power BI Integrations Work
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Step 1: Create a Free Trial account and authenticate Xero + Microsoft Power BI.(2 minutes)
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Step 2: Schedule a time for your data to sync.(15 seconds)
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Step 3: Trigger sync.(15 seconds + variable syncing time)
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Step 4: Select the reporting tool you want to use (Excel, Microsoft Power BI, Google Sheets) and build reports with automated data.(2 minutes)
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That’s it! More time to work on other things.
Our Blog
Latest news, tips and best practices.
How to use Microsoft ChatGPT to Search, analyse, query and data alert your consolidated Xero Account Transactions Data
Are you ready to revolutionize the way you handle your financial data? In our latest video, we unveil the game-changing features of our data viewer, paired with the incredible capabilities of artificial intelligence. Efficient Data Filtering: Say goodbye to...
How to download consolidated Xero Reports as at a certain date
Greetings, fellow data enthusiasts! In this informative blog post, we'll explore a video transcript featuring Kev from DataSights. He demonstrates how to seamlessly download report data from Xero's API, providing you with a powerful tool to access specific financial...
How to calculate MRR Growth rate with Xero Invoice data and Azure ChatGPT
Greetings, data enthusiasts! I'm Kev from dataSights, and in today's blog post, we're going to delve into a fascinating video transcript. In this video, I demonstrated how to calculate your Monthly Recurring Revenue (MRR) growth rate using ChatGPT without requiring...
How to use ChatGPT and dataSights to email a Xero Debtors list
In today's rapidly evolving digital landscape, accessing and utilizing data efficiently has become a paramount concern for businesses. The ability to retrieve valuable insights quickly can be a game-changer, streamlining decision-making processes and driving growth....
Xero Consolidation : Uploading data from Excel to multiple Xeros for easy intercompany transactions, invoice creation, journal creation and much more!
Are you tired of spending countless hours manually entering data into your Xero accounting software? Do you wish there was an easier way to consolidate your financial information? Well, you're in luck! In this comprehensive guide, Kev from DataSights demonstrates how...
How to use ChatGPT and dataSights to email a Xero Debtors list
In today's rapidly evolving digital landscape, accessing and utilizing data efficiently has become a paramount concern for businesses. The ability to retrieve valuable insights quickly can be a game-changer, streamlining decision-making processes and driving growth....
SQL Crash Course for Business Professionals using Xero data: Create a Game-Changing Sales Analysis View
The massive shift in business users (non-technical) wanting access to accurate data and picking up tools and getting stuck in is literally compounding year-on-year IMHO. The intense complexity of Excel formulas / Power Query transformations / Power BI data models I...
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...
Xero Consolidation INTO Excel & PowerBI – the reality from the coalface
When it comes to effective #Xero consolidation that an SME will actually use, there are four rules; don’t force a particular tool on the SME’s various functions, let them use what they want automate the data into all the SME’s reporting tools via a single...
5 Sales Dashboard Best Practices & 2 Must Have KPI’s to drive better sales results in your business
Welcome to our best practices & KPI's to get you a Sales dashboard that will drive results "Your dashboards need to achieve 2 things; be useful & drive engagement. When your staff look at them everyday, give feedback & adjust them, THAT is when they...
Xero Consolidation back into Xero – how we helped Quantum Advisory reduce manual reporting effort by 50%
Quantum Advisory is a Sydney based advisory team who help business owners supercharge their companies, become more profitable and plan for the future. That's taken directly off the website and whilst I know they are excellent advisors, accountants and bookkeepers...
Helping ManageBac consolidate Xero entities to GoogleSheets
ManageBac helps over 2500 leading international schools to implement and manage the IB curriculum. Theo King is the CEO of ManageBac and asked us to help consolidate their Xero entities which run in multiple countries. Datasight’s multi-currency consolidation...
Data Drive your XPM Practice – Part 1. Visibility drives behaviour
Keeping an eye on the prize - visibility drives behaviour Write down your goals. Measure it to manage it. If you don't believe these statements, scroll right on by, you are NFI. What's even more important than having your goals written down, and even more important...
Helping Quantum Advisory visualise profitability, focus staff efforts and shine a light on performance
Quantum Advisory (Quantum) is an advisory team who help business owners supercharge their companies, become more profitable and plan for the future. They have grown substantially in the last two years and have a distributed team of advisory, accounting, SMSF and...
Helping Waypoint eliminate manual reporting. Xero and Accelo in real-time dashboards. Hello, reporting nirvana!
Waypoint is a cloud integrator with operations in three countries. They have a fantastic reputation and are equally fantastic at what they do. Needless to say, we are ecstatic to have them onboard as a client! The reason Waypoint initially engaged us was to improve...
Are you spending too much or too little on Marketing? Let Xero data tell you the answer.
Important note; only Xero data was used in the making of this story Understanding, measuring and optimising metrics within a business, enables empowered decision making, which is critical for business success and sustainable growth. The customer acquisition...
CakeAccounting uses DataSights to get closer to the numbers
When DataSights met James Howlin, director of Cake Accounting, he was looking for a Xero Reporting solution to have more visibility over his client’s numbers, to provide more timely and proactive advice. As a subscriber over the years using a number of Xero Reporting...