Price update from June 1, 2026
Lock in your current price for another year by switching to annual billing.
👉 Learn more: https://connectorly.io/june-2026-pricing-changes/

How to Build a Cash Flow Dashboard in Power BI (Using Xero Data)

How to Build a Cash Flow Dashboard in Power BI (Using Xero Data)

Cash flow is one of the most important financial metrics for any business. In this guide, you’ll learn how to build a professional cash flow dashboard in Power BI using Xero data, including KPI cards, running balances, cash forecasting, and executive dashboards. We’ll also show how Connectorly for Xero & Power BI can help automate your reporting.

How to Create Custom Tracking Categories in Xero (And Actually Use Them)

How to Create Custom Tracking Categories in Xero

Tracking categories are one of the most useful reporting features in Xero, but many businesses never use them properly. Learn how to create tracking categories, improve department and location reporting, avoid common mistakes, and extend your Xero reporting with Power BI and Connectorly.

Why Excel Is Killing Your Reporting

Why Excel Is Killing Your Reporting

Excel is useful, but manual spreadsheet reporting creates hidden risks. Learn why automated Power BI reporting scales better for finance and operations teams.

How to Split and Merge Fields in Power BI

How to Split and Merge Fields in Power BI

Learn how to split and merge fields in Power BI using a real Xero tracking category example. This practical guide shows how to align combined fields like “Region – North” with Excel datasets where values are stored separately, so you can build accurate relationships and consolidated reports. Ideal for accountants and sales managers working with Xero, HubSpot, and Power BI.