Accounting.bi

Live BI Dashboards for Xero, Sage & Zoho Books

Freemium

Description

Accounting.bi is a cloud-based platform that connects leading accounting systems such as Xero, Sage, and Zoho Books to PowerBI and Excel. This solution empowers users to create dynamic financial dashboards, generate automated reports, and enhance their management and group accounting processes in real time.

Designed for accountants, advisors, and group companies, Accounting.bi supports multi-entity consolidation, customizable chart of accounts, and live data synchronization. Its intuitive templates and business intelligence tools simplify the process of tracking KPIs, visualizing financial data, and generating professional reports.

Key Features

Live Data Connectors: Instantly links Xero, Sage, and Zoho Books to PowerBI and Excel
Multi-Entity Support: Consolidates accounts for group companies and accounting firms
Customizable Chart of Accounts: Enables group-wide standardization and hierarchies
Ready-Made Templates: Professional dashboard and report templates available
Real-Time Reporting: Continuous data sync for up-to-date financial analytics
Cross-Platform Compatibility: Works with Excel Desktop, Web, Windows, Linux, and MAC
PowerBI Integration: Direct connectors and support for Power Query
Advisor Access: Accountants and advisors can manage multiple clients
Receivables & Payables Management: Combined management tools for groups
API Gateway: Seamless cloud accounting integration and data refresh

Use Cases

Management reporting and KPI analysis
Financial consolidation for group companies
Automated dashboard creation for accounting data
Multi-client management for advisors and accountants
Customized reporting and data visualization
Cash flow forecasting and analysis

Frequently Asked Questions

Which accounting platforms does Accounting.bi support?

Accounting.bi supports integration with Xero, Sage, and Zoho Books.

Can Accounting.bi be used for multiple companies or clients?

Yes, it offers multi-entity support and allows advisors and accounting firms to manage several clients or group companies.

What is the pricing model for Accounting.bi?

Accounting.bi provides free standard report templates, with paid plans starting at £5 per month for API gateway access and advanced features. Custom and bespoke reporting services are available upon request.

Does Accounting.bi work with both Excel and PowerBI?

Yes, Accounting.bi offers live connectors and templates for both Excel and PowerBI, supporting multiple devices and operating systems.

Is custom reporting and consulting available?

Yes, bespoke reports and consulting services can be requested for tailored dashboard and template creation.