Xero Power BI Integration & Dashboards
We connect Xero to Power BI properly - governed, multi-entity finance dashboards built as a fixed-fee, two-week project by Australian Power BI specialists.
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Done Properly: Australia's Xero Power BI Specialists
Xero runs the books for hundreds of thousands of Australian businesses, but getting trustworthy reporting out of it into Power BI is harder than it looks. The native template-app path is limited - single-org datasets, token timeouts and locked models that fall apart the moment you need to consolidate multiple entities or report the way your business actually works. Report Simple builds it properly instead. We are Australian Power BI specialists who connect Xero to a governed semantic model and deliver the finance dashboards your team relies on, as a fixed-fee, two-week build. You get multi-entity consolidation, accurate numbers and a model that lasts - without wrestling the connection yourself.
Multi-Org Reporting
We consolidate all your Xero organisations into one governed model, so groups, franchises and firms see the whole portfolio and each entity in a single trusted view.
Numbers You Can Trust
Every figure is built on a governed semantic model and validated against Xero, so your consolidated and per-entity reports reconcile rather than drift like a raw native connection.
Fixed-Fee, Two Weeks
We deliver as a fixed-fee, two-week build, so you know the scope, outcome and cost upfront and have trusted Xero dashboards in production fast, without an open-ended project.
Proven Specialists
Connecting business systems to Power BI is what we do across 574 projects for 190 Australian clients, so you get experts who have built exactly this kind of Xero reporting before.
We Do the Hard Part
You do not wrestle connectors, token timeouts or fragile models - we own the connection, the consolidation and the governance, so your team stays focused on running the business.
What We Build on Your Xero Data
Governed Xero Semantic Model
We start by building the foundation native connectors skip: a governed Power BI semantic model over your Xero data, with the right relationships, a single definition of every metric, and a refresh that simply works. This is where do-it-yourself Xero connections fall down - they pull raw data with no model behind it, so the numbers drift and the reports break. Our model is engineered to be reliable, accurate and built to last, so everything on top can be trusted.
Multi-Entity & Multi-Org Consolidation
Run more than one Xero organisation? This is where we earn our keep. We consolidate multiple Xero orgs into one governed model, so groups, franchises and accounting and bookkeeping firms can see the whole portfolio and each entity in a single place. The native path locks you to one org at a time; we give you true multi-entity profit and loss, cash flow and balance sheet reporting, with consistent definitions across every entity. It is the differentiator most Xero reporting cannot deliver.
P&L, Cash Flow & Balance Sheet Dashboards
We deliver the finance reporting your leadership actually asks for - profit and loss, cash flow and balance sheet, by entity and consolidated, updated automatically. Drill from a headline number into the detail without exporting anything. Designed with finance teams rather than just developers, the dashboards match how your business reports, so month-end stops being a manual export-and-reconcile exercise and becomes a live, trusted view your CFO and board can rely on.
AR/AP Ageing, Budgets & Tracking Categories
Beyond the core statements, we build the operational finance views that drive decisions: accounts receivable and payable ageing, budget versus actual, and reporting by Xero tracking categories so you can see performance by department, project or location. These are the analyses Xero's standard reports make painful and that a proper Power BI model makes effortless, giving finance the levers to manage cash, chase debtors and hold the business to plan.
Fixed-Fee Build, Delivered in Two Weeks
We deliver this as a fixed-fee, two-week build, so you know the scope, the outcome and the cost before we start - no open-ended project, no surprises. Connecting business systems to Power BI is what we do across 574 projects for 190 Australian clients, and Xero is one we know intimately. You get expert delivery, a governed result and dashboards in production fast, while your team stays focused on running the business rather than fighting a data connection.
TURN SCATTERED DATA
INTO A SINGLE SOURCE OF TRUTH
190+ Australian organisations Choose Report Simple.
570+ Successful Projects
We bring deep architectural experience to every engagement, having engineered hundreds of secure, scalable data platforms and semantic models across Australian industries.
100% Australian Owned
We never farm your data assets out to offshore teams. Our team is entirely Australian-based, guaranteeing flawless communication, immediate timezone alignment, and strict data sovereignty.
Your Tenant, Your IP
We build directly inside your cloud environment so the infrastructure is entirely yours - including semantic models, custom code, and IP. You maintain absolute control and ownership without vendor lock-in.
Trusted by leading Australian organisations including Glencore, Domino's, Queensland Urban Utilities, TUH Health Fund and Surfing Australia.
TRUSTED BY
Our Proven Xero Power BI Process
Our senior specialists scope your Xero reporting, build it on a governed model, and hand you dashboards your finance team can trust.
1
Scope & Requirements
We start with a short call to understand your Xero setup - how many organisations, the metrics that matter, the entities to consolidate and the reports your team needs. There is no charge and no obligation. By the end we know exactly what to build and can confirm the fixed-fee, two-week scope, so you start with certainty rather than a vague estimate.
Build the Governed Model
2
We connect your Xero data into a governed semantic model, consolidate your organisations, and build the profit and loss, cash flow, ageing and tracking-category dashboards. Every figure is validated against Xero so the numbers reconcile. You see the work take shape in stages, and we refine the reports with your team until they match how you run the business.
Handover & Support
3
We hand over clean dashboards, a documented model and training for your team, with refreshes scheduled so reporting stays current automatically. If you want ongoing changes or new reports, we are here, but the fixed-fee build leaves you with a complete, working solution. You finish with trusted Xero reporting in production, delivered by specialists who have done it many times before.
LIVE DASHBOARD
Experience Governed Data
Hover, click, and interact to experience the calculation speed, logic precision, and executive clarity of a robust, expertly engineered semantic model.
Xero Power BI FAQs
Why not just use Xero's native Power BI connection?
Xero's native Power BI path is built for a single organisation and quickly hits its limits - token timeouts, locked datasets and no real data model, so reports break or drift as soon as your needs grow. It cannot consolidate multiple Xero orgs, and it leaves you maintaining a fragile connection rather than a governed solution. We build a proper semantic model instead, engineered to be reliable and accurate, which is exactly the work the native template app was never designed to do.
See the broader finance build on our Power BI financial reporting page.
Can you consolidate multiple Xero organisations into one report?
Yes - multi-entity consolidation is exactly what we specialise in, and it is the biggest reason groups, franchises and accounting firms come to us. We bring all your Xero organisations into one governed model with consistent definitions, so you get a true consolidated profit and loss, cash flow and balance sheet alongside per-entity views. The native connection cannot do this; a properly built Power BI model can, and it scales as you add more organisations.
How often does the data refresh, and is it secure?
Your dashboards refresh automatically on a schedule that suits your business, typically daily, so the numbers are always current without anyone touching a spreadsheet. The solution is built on Microsoft's secure Power BI platform with access controls, so each person sees only what they should. We handle the connection, security and refresh as part of the build, so reporting stays reliable and protected without ongoing effort from your team.
Does this work alongside our bookkeeper or accountant?
Yes - our Xero reporting sits neatly alongside whoever keeps your books, and often makes their job easier. We do not change how your bookkeeper or accountant works in Xero; we build the reporting layer on top, so they keep doing the books and your leadership gets the dashboards. Many accounting and bookkeeping firms also engage us to build this for their own clients as a value-added service.
How much does a Xero Power BI build cost?
We deliver Xero reporting as a fixed-fee build, so you know the full cost before we start rather than facing an open-ended project. The exact figure depends on how many organisations you consolidate and how custom the reporting is, which we confirm in a short scoping call. Specialist Australian consultants work at $200 to $250 or more per hour for ad-hoc work, but defined builds are always fixed-price.
See how we structure pricing on our Power BI pricing page.
78% of new clients engage us for recurring data partnerships
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Palm Beach, QLD, 4221, Australia