Consolidation that actually reconciles
Every organisation mapped to one reporting chart of accounts, with the intercompany eliminations you define. Group P&L and cash on one page, with entity detail a click away.
Xero to Power BI, done for you
A Custom Xero Power BI Dashboard, Built for Your Ledger
One organisation or twenty. A senior US-based engineer turns your Xero data into live P&L, cash-flow, AR-aging, and consolidated group reporting — then keeps it refreshing. Prepaid hours, no contracts, most builds in 3–5 business days.
Representative dashboard — sample data
Accounting data, made reportable
Your Xero ledger, beyond one organisation at a time
A custom Xero Power BI dashboard takes the ledger you already close each month and turns it into live P&L, cash-flow, and aging views — across every organisation at once. We build and maintain it for you, senior-led and US-based, so month-end stops meaning another export and another pivot table.
Xero is excellent bookkeeping software. Its reporting is organisation-bound, largely single-period, and cannot reach outside the ledger. Power BI keeps unlimited history, consolidates entities into one structure, and joins the books to CRM, payroll, or operational data so a single dashboard answers the whole question.
Reports we build from Xero
- P&L by tracking category
- Rolling cash-flow forecast
- AR & AP aging
- Multi-entity consolidation
- Budget vs actual
- Owner KPI board
Try us risk-free for 4 hours
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved, there's no project minimum, and your banked hours never expire.
Why Xero teams call us
What a done-for-you ledger build gives you
You send the request; a senior engineer models your chart of accounts, your tracking categories, and your entities.
Tracking categories as real dimensions
Department, location, project, or fund become proper model dimensions, so margin and cash slice cleanly instead of needing a separate saved report for every combination.
Honest about the connection
Power BI has no first-party Xero connector. We use the Xero Accounting API with OAuth 2.0, or a staging layer for larger groups, and the method is written into your scope estimate before we spend an hour.
Senior-led, US-based, remote-first
One US-based engineer with 20+ years on the Microsoft platform builds it end to end — no offshore handoffs and no junior guesswork on financial statements.
Prepaid hours that never expire
Buy a block of Flex hours, get a scope and hours estimate before any work, and hours deduct only for approved builds. No project minimum, no retainer, full refund inside the first 4 hours if you're unhappy.
What can you build from a Xero organisation?
We model the general ledger, contacts, invoices and bills, bank transactions, budgets, and tracking categories, then build the reports Xero handles awkwardly: multi-period P&L, rolling cash-flow forecast, AR and AP aging with follow-up flags, budget variance, and a one-page owner or board KPI view.
Because the model is built to your chart of accounts rather than a template, the groupings your accountant already uses carry straight through. Where the ledger alone is not enough — headcount, pipeline, project hours — we bring the other source into the same model. For the wider finance report set, see Power BI for finance teams, and for the measures behind it, Power BI data modeling and DAX.
Xero reports vs the Power BI version
Here is where Xero's built-in reporting stops and where the dashboard we build picks up — the same ledger, made historical, consolidated, and drillable.
| Report | Xero native limitation | Power BI dashboard version |
|---|---|---|
| Profit & loss | One organisation, limited period comparison | 12–24 month trend across entities, drill to transaction |
| Cash flow | Short-horizon projection | 13-week rolling forecast with scenario toggles |
| AR & AP aging | Snapshot lists | Aging buckets, DSO/DPO trend, per-contact follow-up flags |
| Tracking categories | Two categories, report-by-report | Full dimensions sliceable across every measure |
| Group consolidation | Manual export and spreadsheet merge | Mapped chart of accounts with defined eliminations |
| Non-ledger data | Out of scope | CRM, payroll, and operational data in the same model |
How do you connect Xero to Power BI?
There is no first-party Xero connector in Power BI. We register an app in the Xero developer portal, authenticate with OAuth 2.0, and pull the ledger, contacts, invoices, budgets, and tracking categories through Power Query. Multi-entity groups usually get a small staging database so refresh stays fast.
Power Query's Web connector (opens in new tab), documented by Microsoft, is the mechanism for API-based sources like Xero. For a single organisation that is usually enough. Once you are consolidating several entities, each refresh means re-paging every organisation's history, so we land the data on a schedule and model from the staging copy instead — faster, cheaper on API calls, and far less fragile. We are not affiliated with Xero or Microsoft; we use documented interfaces and write the chosen method into your scope estimate.
What does a Xero dashboard cost?
You buy prepaid Flex hours that never expire: Starter 20h at $125/hr ($2,500), Growth 40h at $115/hr ($4,600), or Power 80h at $100/hr ($8,000). A single-organisation build typically fits inside one block; consolidation across several entities usually needs the second tier.
Traditional Power BI firms charge $175–250/hr, set project minimums, want $10K+ to start, let unused hours expire, and don't begin for 4–6 weeks. Flex Support flips that: $100–125/hr, no minimums, banked hours that never expire, and a start this week. You buy a block, email your request, and we send a scope and hours estimate before any work — hours deduct only for approved builds. See how prepaid Flex hours work or our affordable Power BI consulting page.
How fast is delivery, and how does refresh work?
After you approve the scope estimate, most builds ship in 3–5 business days, senior-led start to finish. We publish to your workspace and configure scheduled refresh so the P&L, cash-flow, and aging views update on their own, within Microsoft's documented Power BI refresh limits.
Microsoft's published data refresh limits (opens in new tab) allow up to eight scheduled refreshes per day on Power BI Pro. Finance reporting rarely needs more than one or two — typically an overnight run so the morning numbers are current, plus an on-demand refresh during close. We monitor the schedule and repair breakages from your banked hours, which is the part a one-off build never covers.
Who is this build for?
It fits owners, controllers, and bookkeepers running Xero without an in-house BI team, and advisory practices reporting across a book of Xero clients — see Power BI dashboards for accounting firms and Power BI for fractional CFOs. If your books are in a different system, we build the same reporting from QuickBooks or NetSuite.
The ideal fit is a small or mid-sized business whose reporting has outgrown spreadsheets, a group with several Xero organisations and a painful consolidation, or a team whose existing Power BI report on Xero has broken and needs a senior fix from the same prepaid hours. Contact is form-only — send your request and we'll reply with a scope estimate.
Reports we build from Xero
- Multi-period P&L by entity
- 13-week cash-flow forecast
- AR & AP aging with follow-up flags
- Tracking-category P&L
- Consolidated group reporting
3–5
business days, typical
Prepaid
hours, never expire
You
own everything
A single-organisation build usually fits inside one Flex block, and hours deduct only for work you approve. See Flex pricing →
How it works
From ledger to live financial reporting
- 1
Send your request
Tell us how many organisations you run, how your tracking categories are used, and which reports hurt most. We reply with a scope and hours estimate before any work begins — hours deduct only for builds you approve.
- 2
We connect & model
A senior US-based engineer authenticates to the Xero API, maps your chart of accounts, builds the semantic model and DAX, and reconciles every total back to Xero — most focused builds in 3–5 business days.
- 3
Publish & maintain
We publish to your workspace, set scheduled refresh, and hand over the report and credentials. You own everything, and we keep the refresh healthy from your banked hours.
Representative perspective
Four Xero organisations meant four exports and a weekend of spreadsheet merging every month. The consolidated view now refreshes overnight and reconciles to each entity without anyone touching it.Controller, multi-entity services group
Representative perspective
We used tracking categories heavily but could never see margin by department over time. Turning them into real dimensions answered a question we had been arguing about for a year.Owner, small professional-services firm
Get your Xero numbers out of the export-and-merge cycle
Tell us how many organisations you run and the reports you need. We'll scope the task and tell you the hours before any work begins — drawn from prepaid Flex hours that never expire, with no project minimums and no obligation.
FAQ
Xero reporting questions, answered
Not with a first-party connector. Power BI ships no built-in Xero connector, so we authenticate to the Xero Accounting API using OAuth 2.0 and pull the ledger, contacts, invoices, and tracking categories through Power Query, or stage them in a small database for multi-entity groups.
Yes. Xero keeps each entity in its own organisation, which is exactly why group reporting hurts. We map every entity's chart of accounts to one reporting structure, handle intercompany eliminations you define, and produce a consolidated P&L and cash view alongside the entity detail.
Yes, and they usually become the backbone of the reporting. Your two tracking categories become proper dimensions in the model, so you can slice P&L, margin, and cash by department, location, project, or fund without rebuilding a report for each combination.
Xero reports one organisation, mostly one period at a time, and cannot join to data outside the ledger. Power BI keeps unlimited history, consolidates entities, adds rolling forecasts, and joins your books to CRM, payroll, or operational data so one dashboard answers the whole question.
You do. The report, the semantic model, the DAX, and the credentials live in your Power BI workspace and stay yours. There is no proprietary layer to keep renting from us, and no lock-in if you later hire an in-house analyst to take it over.
Book a free demo
Get senior Power BI help, on demand
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
- Prepaid hours from $100/hour — and they never expire
- Senior-led delivery — 20+ years on the Microsoft platform
- Typical 3–5 business day turnaround
- Full refund if you’re unhappy in your first 4 hours
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.