Bridge Xero data to best-in-class business intelligence apps using Flatly. Cultivate insights in Tableau, Google Data Studio, Microsoft PowerBI and Qlik Sense using flat files in secure cloud storage platforms as simplified data warehouses.
The benefits of connecting Flatly with Xero include:
Simple do-it-yourself connections to business intelligence
Securely share Xero data with key stakeholders
Store periodic snapshots of your Xero data over time
Apply your own custom formulas to your Xero data
Extract transform load (ETL). Generates copies of your Xero data in the cloud drives you already use.
Up to date. Access your Xero data as flat files or spreadsheets refreshed as quickly as every 10 minutes.
Native connections. Open your Xero data inside Google Data Studio, PowerBI or other major BI apps in 3 clicks.
Xero is world-leading online accounting software built for small business.
Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Send online invoices to your customers - and get updated when they’re opened.
Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Get started at https://flatly.io/signup
Start a 14-day, no-credit-card-required free trial with the freedom to flatten and sync up to 10 files of 1 Billion cells each. Flatly Support is available to help you get started and answer any questions you have.
Select Xero as your data source at the Select Data Source step, then select and authorize your cloud drive.
Click on the Authorize button in the Authorize Data Source box, sign in to Xero and select your company.
Select the file you want to sync from the Select File to Flatten box
Invoices, or perhaps Contacts? Flatly will set your flat file name by default to match that which you have selected. Scroll down to the bottom of the page and click Flatten Once. You're done! Check your flat file in your cloud drive.
Flatly is a superb reliable service that provides crucial linkage between mission critical data sets with an easy to use interface. It’s pricing is also very competitive. We have been very happy with it.
It had both applications I wanted to connect already built in and it was super easy to setup and schedule the data transfer.