Xero
    Business Intelligence

    Analytics Platform: Custom Reporting and Dashboards Powered by Xero

    Analytics platform provider

    Report build time
    From days to minutes
    Data refresh latency
    Under 1 hour
    Customer retention linked to analytics
    Up 30%
    Manual spreadsheet exports
    Eliminated

    Challenge

    Xero's standard reports could not satisfy the analytics platform's customers, who needed tailored KPIs, cross-client consolidation, and visual dashboards that combined accounting data with other business metrics.

    Solution

    • Built a Xero data connector using the Xero API to extract general ledger, invoices, contacts, and tracking categories
    • Transformed and modeled Xero data into a warehouse-ready schema for analytics workloads
    • Created customizable dashboard templates for P&L, cash flow, aged receivables, and budget vs. actuals
    • Scheduled automated refreshes with incremental sync and row-level security per client

    Technologies

    Xero API
    OAuth 2.0
    Python
    dbt
    Power BI

    Ready for similar results?

    Let's talk about how integration and automation can move your numbers.