Power BI for Xero and MYOB

Reports that combine your accounts with job, stock and sales data, and refresh themselves

20+ years connecting business systems
Works with Xero, MYOB and the systems you already use
Fixed quote after a free chat

Power BI dashboard combining Xero or MYOB with operational data

Getting the Data In Is the Easy Part

There are several ways to get Xero or MYOB data into Power BI, including connector services that do it for a monthly fee. If you only need standard financial reports from the accounts, a reporting app built for Xero or MYOB may be simpler than Power BI.

Power BI earns its place when you need to combine the accounts with other systems: jobs, stock, CRM, timesheets or operational data. Then someone has to model the data so it joins up correctly and the numbers match the accounts. That's the part we do, so your reports refresh themselves and everyone works from the same figures.

Built and supported by Kenomont: founder-led, Gold Coast based, with 20+ years building business systems, including executive reporting dashboards for forestry operations and a forestry export platform we have run since 2012.

Signs Power BI Is the Right Tool

If your reporting needs look like this, a reporting app on the accounts alone won't be enough.

Management reports combine the accounts with job, stock or sales data
Reports are rebuilt in Excel every month from several exports
You run several Xero or MYOB companies and need group reporting
Different people quote different numbers for the same thing
You already have Power BI but the reports don't match the accounts
Someone built a Power BI report and then left
Budget versus actual by job, branch or product is done by hand
The board pack takes days to put together

Options, Simplest First

Power BI isn't always the answer. We'll say when it isn't.

A reporting app on the accounts

For standard financial reports from Xero or MYOB alone, a reporting app is usually quicker and cheaper than Power BI.

A data connector plus your own reports

Connector services get Xero or MYOB data into Power BI. If you have someone who can model and maintain it, that may be all you need.

A modelled Power BI setup

Accounts joined with job, stock, CRM or operational data, modelled so the numbers match, with reports that refresh automatically. Learn more

KPI dashboards for your industry

Weekly KPIs built around how your industry measures performance. Learn more

How We Set It Up

Built so the numbers match the accounts, every time.

Agree the reports that matter

Usually a management pack and a few weekly KPIs. We start with what people will actually use.

Connect the data

We bring in Xero or MYOB and your other systems through connectors or direct integrations.

Model it properly

Jobs, products, entities and accounts are joined up correctly, then checked against your Xero or MYOB figures.

Build and check the reports

We build them with your team and check them until everyone trusts the numbers.

Hand over and support

We document it so it doesn't depend on one person, and support it as the business changes.

Power BI Xero and MYOB FAQs

Not with a simple built-in connection. Most businesses use a connector service or a direct integration to bring Xero data into Power BI, then model it for reporting.

Similarly, MYOB data usually comes into Power BI through a connector service or a direct integration. MYOB Acumatica has its own API and reporting options.

For reports from the accounts alone, a reporting app is usually simpler. Power BI is better when you need to combine the accounts with other systems or build custom reports.

It depends on the systems involved and the reports needed. We look first and give you a fixed quote after a free initial chat.

Which Reports Take Too Long to Build?

Tell us which reports you need and where the data lives. We'll tell you honestly whether a reporting app will do, or whether Power BI is worth it.

Free initial chat. No sales pressure - if we're not the right fit, we'll say so.

Prefer to talk? Call 1300 470 091

Got a spec or files? Email [email protected]