Connect Xero Practice Manager (XPM) to Power BI for Unparalleled Analytics & Planning
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Why Integrating Xero Practice Manager To Power BI Isn’t Worth It
Synchronizing Power BI and Xero Practice Manager can allow you exceptional visibility into the efficiency of multiple jobs to enable resource utilization decision-making via interactive dashboards with other teams. However, reaping these rewards requires successful ingestion of Xero Practice Manager data into Power BI that is not only expensive and cumbersome, but also requires having tool-specific knowledge.
To date, the challenges associated with importing row table data into Power BI stands as an unresolved issue and the complexities associated with creating customized reports and templates is non-existent.
1. Complex and Long-Winded Process
Obtaining a Power BI and Xero Practice Manager connector interface is lengthy and time-consuming. Businesses have to first become an app partner, show a pilot integration with Xero Practice Manager and meet a minimum requirement of at least 3 beta users along with right authentication measures to qualify for a seamless integration. More importantly, security compliance requirements must also be met to be able to practice Xero Practice Manager APIs which can involve too much hassle.
2. Platform Expenses and Restrictions
3. Limited Reporting Options
BI reports of Xero Practice Manager data are limited in scope. Due to lack of multi-entity consolidation, users can only create reports using Xero Practice Manager and fail to import workflows from other similar systems.
In addition to no Power BI write-back features, the lack of workflow and financial planning templates needed to allow smooth Xero Practice Manager automation renders the standard integration approach inflexible.
Deploy Power BI Reports Using Xero Practice Manager Within Minutes With Acterys
Avoid jumping through multiple hoops to fetch Xero Practice Manager timesheets and jobs in Power BI. Acterys offers a virtualized SQL-powered database to let you integrate workflows and accounting data from multiple entities with full visibility without any custom development.
1. Drag-and-Drop Interface to Create Fully Editable Power BI Reports and Dashboards
Add multiple Xero Practice Manager clients as needed in a no-code, user-friendly interface to build stunning visualizations. Benefit from pre-built workflow planning templates, Gantt charts and custom KPIs to see insights from any angle for your organizational needs.
2. Automate Collation of Key Xero Practice Manager Outputs
Spearhead Xero Practice Manager automation by consolidating critical workflows including Xero Practice Manager timesheets, quotations, invoices, and other jobs to create interactive visualization without any interruptions.
Save hours in feedback loops due to communication silos by synchronizing operations and finance decision-making to enhance planning outcomes.
3. Seamlessly Consolidate Data From Disparate Sources
Integrate data from multiple practice management solutions including Workflow Max, QuickBooks Online Accountant and others to create detailed and comprehensive interactive reports. Take advantage of Acterys’ SQL-powered on-premise or cloud virtualized database to cut development hours migrating and integrating heterogeneous data sources.
Analytics And Planning For Xero Practice Manager with Power BI
ACTERYS is an integrated platform that adds professional financial reporting, planning & consolidation functionality to Xero accounting and other solutions. All your requirements in one solution integrated with Power BI & Excel:
Serious XPM Business Intelligence
Acterys Apps for Practice Manager provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. Integrating different accounting systems and nearly any other source: SaaS, databases, custom system, etc.
Flexible Xero Practice Manager Reporting
Using the ACTERYS Excel-Add in you can created reports and dashboards exactly as you need them with a live link to the “one version of the truth” Acterys model.
Publish Visually Stunning XPM Dashboards
The Acterys Apps enables you to design interactive dashboards using the market leading discovery tools (Power BI, Tableau) in minutes. These can include not just your accounting data but also any other relevant source for your organization.
Effective XPM Company Consolidation
Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited XPM companies. Advanced requirements like multi-currency handling, inter-company elimination and other consolidation features can be configured exactly as required.
Customer Testimonials about XPM Power BI Integration
Effective Planning and Modelling. Connect XPM with Power BI
Effective Planning & Modelling With XPM
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.
Effective Planning & Modelling With XPM
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.
How To Connect Xero Practice Manager 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:
Click on “Add Model” to link your XPM company file with ACTERYS. This process will create cloud-based relational (based on MS SQL Server) and a multi-dimensional data model with your data.
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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