🔍 How Connectorly Generates Forecast Data from Xero
Learn how Connectorly builds accurate cash flow forecasts from your Xero data by leveraging repeating invoices and bills, estimating future payments based on contact behavior, and generating forward-looking bank transactions—all designed to power dynamic, real-time insights in Power BI.
How To Connect Xero to Power BI Desktop and Start Reporting in Minutes
Discover how to connect Xero to Power BI Desktop in just a few minutes and start creating powerful, real-time financial reports. This step-by-step guide walks you through the setup process, highlights common pitfalls to avoid, and shows you how to unlock actionable insights from your Xero data—no coding required. Perfect for finance teams and business owners looking to make smarter, data-driven decisions.
How To Manage Credentials and Automatic Refresh in Power BI Online
Keeping your Power BI reports current doesn’t have to be a struggle. This guide walks you through how to securely manage data source credentials and set up automatic refreshes in Power BI Online—so your insights are always accurate, timely, and stress-free.
How to update datasource settings in Microsoft Power BI desktop
https://youtu.be/20N8293ffL4 Managing your data source credentials in Power BI is crucial for maintaining secure and accurate data connections. In our latest video tutorial, we guide you through the process of updating your data source credentials in Power BI, ensuring your reports remain reliable and up-to-date. Why Update Data Source Credentials in Power BI? Power BI […]
How to Change the Currency Symbol in Power BI
Learn how to easily change the currency symbol in Power BI with our simple tutorial. Enhance financial reporting accuracy using Connectorly integrations for Xero, HubSpot, Microsoft 365, Datto RMM, and access our free templates.
How to Build a Flexible Balance Sheet with Xero and Power BI
Unlock the Power of Your Financial Data: Build a Flexible Balance Sheet with Connectorly for Xero and Microsoft Power BI. Easily connect your Xero data to Microsoft Power BI and start building insightful reports in just a few clicks. Tailor your balance sheet to fit different scenarios with Connectorly’s dynamic data connections and Power BI’s visualization tools. Discover why the balance sheet is essential for understanding your company’s financial position and how Connectorly can help you quickly build and customize it to meet your unique business needs. Consolidate balance sheets across multiple Xero accounts, create custom views, and gain deeper insights into your financials. Try Connectorly for free today and transform your financial data into actionable insights.
How Can You Identify Values Missing From a Table in Microsoft Power BI Desktop?
Connectorly offers a hassle-free solution to integrate business software systems with their no-code approach. They provide connectors for Dynamics 365, Xero, LeadForensics, HubSpot and Power BI. These connectors will help businesses increase their productivity by connecting all essential systems without any downtime. Connectorly’s team is readily available to assist users through live chat and email. Their website also has useful resources users can access to simplify installation. With registered office located in Kent, Connectorly is an essential tool for businesses looking to simplify their software integration needs.
Creating and Utilizing Views in Power BI Desktop with Connectorly for Xero & Power BI
Unlock powerful insights by creating and leveraging views in Power BI Desktop with Connectorly for Xero and Power BI.
Is Your P&L a Puzzle? Connectorly Holds the Missing Pieces
Creating a comprehensive Profit and Loss (P&L) statement is vital for understanding your business’s financial performance. However, generating detailed and customizable P&L reports can be challenging with standard tools. This is where Connectorly bridges the gap between Xero and Microsoft Power BI, offering an enhanced reporting experience. https://www.youtube.com/watch?v=hOuLgXt1nes&t=3s Why Connectorly for P&L Reporting? Connectorly seamlessly […]
How Can You Leverage Debtor and Creditor Data to Make Informed Decisions?
Managing debtors and creditors is integral to the financial health and success of your business. Debtors refer to customers who owe your business money, while creditors are the suppliers or vendors to whom your business owes money. Both play a significant role in your company’s cash flow and profit margins. Ignoring the importance of managing aged […]
Master Revenue Forecasting with Connectorly for Xero & Power BI
Accurate revenue forecasting for businesses of all sizes is very important. If you’re looking to supercharge your revenue growth, Connectorly for Xero and Power BI with the Revenue Forecasting template is the right tool for you. This powerful solution can help you gain valuable insights, identify growth opportunities, and make data-driven decisions to optimize your business […]