Linking Accounting.BI to your Accounting Software

August 29, 2022

Linking Accounting.BI to your Accounting Software

For a high-level overview of how Accounting.BI works watch our short video below:

 

 

Below are our step-by-step guides on how to get started:

 

How to connect your Xero account(s) to AccountingBi 

 

How to connect Microsoft Excel to Xero through AccountingBi

 

Connecting Xero to PowerBi through AccountingBi

 

For further support, please contact us.

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Why is PowerBI important for Accountants?

As an accountant, you may find yourself referring to multiple sources to track the performance of your client’s cash flow, profitability, business trends and even bookkeeping cycle. What if you could access those results and comparisons automatically refreshed, on-demand, from your tablet, smartphone, PC, or even wearable device? Business intelligence and data visualisation systems can provide accountants with – the critical data and organisation summary in a custom format in one (or more) visuals or a dashboard. One of these powerful business intelligence tools is PowerBI.
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Power BI: What is DAX?

DAX (Data Analysis Expressions) is a formula expression language developed by Microsoft to interact with data in different analysis services and visualisation tools platforms like Power BI, PowerPivot and SSAS tabular models. DAX can seem familiar to competent excel users as the language uses similar formulas and expressions.
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How to connect your Xero account(s) to AccountingBi

This guide will walk you through two methods for connecting your Xero accounting software to AccountingBi
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How to call your profit and loss account reports from Xero to AccountingBi

We have outlined a step-by-step process of calling your profit and loss report data from your Xero account to AccountingBi - article and video.
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How to call the balance sheet reports from Xero to AccountingBi

We have outlined the steps of calling balance sheet reports from Xero to AccountingBi in a video (watch below) and an article.
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How to connect Microsoft excel to Xero through AccountingBi

This video and article provide steps for connecting Xero to PowerBi through AccountingBi. It assumes that you've already pulled the Xero API from accounting BI for your various reports.
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