What is Accounting.bi?
Accounting.bi provides real-time integration between accounting software and business intelligence tools, enabling users to create dynamic financial dashboards and reports. The platform offers live connectors for Xero, Sage, and Zoho Books, allowing seamless data synchronization with Excel and PowerBI across various operating systems including Windows, Linux, and MAC.
The service includes customizable PowerBI templates for accountants and multi-entity management capabilities for group companies. Users can access combined accounts receivable and payable management, standardized chart of accounts, and tools for consolidation, cash flow forecasting, and data visualization to support comprehensive financial analysis and reporting needs.
Features
- Excel Connector: Live spreadsheets for Xero, Sage & Zoho Books with Excel Add In & Power Query support across multiple platforms
- PowerBI Connector: Live PowerBI Reports for Xero, Sage & Zoho Books with custom PowerBI Connector & Power Query integration
- Group Companies Management: Combined Multi-Entity Accounts Receivable and Payable Management with customizable chart of accounts
- Template Dashboards: Prebuilt customizable report templates for quick setup and professional financial reporting
- Real-time Data Linking: Live connection to accounting systems for up-to-date financial information and analysis
Use Cases
- Creating real-time financial dashboards for business intelligence
- Generating professional printable financial reports from accounting data
- Managing multi-entity accounts for group companies and accounting firms
- Performing cash flow forecasting and financial consolidation
- Visualizing accounting data for better business decision-making
