Connect Xero to Power BI for Unparalleled Analytics & Planning

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Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly. 

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  • Access and consolidate all your Xero companies and other data sources with one click.

  • Profit from turnkey but fully editable Power BI models & Excel templates

  • Edit and customize your data model exactly to your needs e.g. Adding account mappings, metrics etc.

  • Comprehensive planning functionality: top down/bottom up entry, visual planning, etc.

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    Xero Power BI Integration Made Easy with Acterys

    • Robust: Add unlimited companies with ALL data from Xero not just summaries. With smart updates that only process the changes.
    • Versatile: A flexible Excel Add-in with live connection to the data, comprehensive planning and write-back capabilities, automated pdf reporting and editing of records, for example, adding columns for R&D, export grants, etc.
    • Unparalleled Planning, Reporting, Visualization: 9 Microsoft 'Preferred'/'Editors Choice' Power BI custom visuals for Xero automated reporting and all aspects of planning and forecasting
    • Governance & Security: Audit trails, granular read and write, user functional and data access rights. Acterys also comes with comprehensive security policies, certified by Microsoft
    • Global presence & support 24/7 and a network of 40+ partners
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    Watch How to Easily Consolidate Xero Reports in Power BI

    There are many reasons why you might want to connect Xero with Power BI. Perhaps you want to track your business’s financial performance over time, or compare your data with that of your competitors. Whatever your reasons, connecting these two platforms is a great way to get more insights into your data.

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    Benefits of Connecting Xero with Power BI & Excel

    ACTERYS is an integrated platform that adds professional financial reporting, planning & consolidation functionality to Xero accounting and other solutions.

    By connecting Xero to Power BI & Excel, businesses can gain valuable insights into their financial data. They can track performance over time, compare budgets to actual results, and identify areas where they could improve efficiency.

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    Serious Analytics For Xero

    Acterys provides you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. You can customize and extend the model exactly to your needs (account mappings, KPI’s, etc). and add nearly any other data source (CRM, POS, Inventory, etc.).

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    Stunning Xero Reports & Dashboards

    The Acterys enables you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau, etc.). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your Xero data.

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    Versatile Planning & Forecasting

    Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.

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    Effective Xero Company Consolidation

    Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Xero companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

    Customer Testimonials about Xero & Power BI Integration

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    Effective Xero Reports Planning and Modelling in Power BI

    Advanced analytics, planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.
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    Add Any Source

    In addition to Acterys Connectors to other accounting and SaaS sources the Premium Edition enables you to add any data source the easiest way with the unique Cube Wizard.

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    Build Your Own Models

    Acterys Apps come with ready made models for reporting, consolidation and planning. For that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.

    How To Connect Xero with Power BI Using Acterys

    After your onboarding session when you have registered at the ACTERYS site app.acterys.com, you will see this screen:

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    Click on “Add Model” to link your Xero company file with ACTERYS. This process will create cloud-based relational (based on MS SQL Server) and the Power BI and Excel report templates.

    Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.

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