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Connectorly for Xero and Microsoft Power BI

Infinitely flexible financial reporting across your Xero Organisations

Connectorly for Xero and Microsoft Power BI Templates

Download our free, customisable Microsoft Power BI templates to quickly visualise Xero financial data

Balance Sheet TemplateA balance sheet is an important financial statement that provides a snapshot of a company's financial position at a specific point in time.
Profit and Loss templateP&L statements are essential tools for businesses of all sizes.
Bank Balances TemplateUse this template to see your bank account balances and your transactions
Cashflow Forecast TemplateCreate automatic, interactive, weekly cashflow forecasts from Xero.
Sales KPIs TemplateInstant Sales and Customer Metrics from Xero data including Customer Acquisition Cost (CAC), Lifetime Value (LTV) and New Business %
Revenue vs Budget and Forecast TemplateCompare Actuals and Forecasts against daily, weekly, monthly Xero Budgets
Xero Monthly Revenue by Service Actuals/Forecasting TemplateUse this template to analyse historic revenues and predict future revenue in Microsoft Power BI using Xero draft and repeating invoices.
Aged Debtors and Creditors TemplateAged Debt, Lifetime Sales, Last Sales activity and average days to pay for every Debtor and Creditor from Xero Financial data.
Customer Acquisition TemplateVisualise Customer Acquisition and Loss over time with this template
Xero Find Invoice templateEver spent too much time looking for an Invoice where you what was in the description but couldn't remember when you sent or received it?
Empty Connectorly for Xero and Microsoft Power BI TemplateAccess your data and build your own reports with a clean template design
Xero All-In templateAll our Xero report templates in one place including Balance Sheet, Profit & Loss, Cashflow, Sales KPIs, Customer Acquisition and more.