Xero Practice Manager to Power BI

What is Xero Practice Manager?

Xero Practice Manager is a robust practice solution developed by Xero that enables bookkeepers and accountants to handle multiple practice workflows – from job costing and time tracking to calculating invoice amounts – in a single dashboard. 

What is Power BI?

Power BI is an on-premise and cloud-based data visualization tool from Microsoft. It allows business intelligence professionals and data analysts to build and disseminate interactive visual reports and dashboards for analytical decision-making purposes.

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

Going the conventional route can also be very costly. Businesses are required to pay charges of accessing the Developer Platform as well as for exceeding Xero API limits and Xero customer limits which restricts the volume of data you can use to avoid costs. Furthermore, adding multiple Xero clients is not possible, putting additional limits on scaling your operations.

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.