Connector Database / Xero
Analyze your Xero data with AI
Build interactive dashboards, generate automated reports, and unlock business intelligence insights from your Xero data with AI-powered assistant.
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Start with a question
Generate automated reports and business intelligence insights from your Xero data—as fast as you can ask them.
Build dashboards and data visualizations
Transform your conversation into dynamic data visualizations on an intuitive data canvas.
Integrate all your data
Unify your Xero data with DuckDB-powered data warehouse including S3, Salesforce, PostgreSQL and Stripe.
Available Xero Data
Extracts core Xero accounting data including general ledger journals, invoices and credit notes, payments, bank transactions and transfers, purchase orders, quotes, expense claims, contacts, items, users, and configuration such as tax rates, currencies, and tracking categories. Enables analysis of revenue and expenses, AR/AP, cash flow, operational spend, tax reporting, and finance operations across your Xero organization.
Invoice
Sales and purchase invoices and related adjustments that drive revenue and payables reporting; enables AR/AP aging, collections performance (e.g., DSO), write-offs, and cash forecasting.
Cash Movement
Money in/out of bank accounts including applied payments and transfers; supports cash flow analysis, liquidity monitoring, and reconciliation trends by date and source.
Journal Entry
Posted general ledger entries forming the accounting ledger; enables financial statements, trial balance, period-over-period variance analysis, and audit trails.
Account
Chart of accounts used to classify all transactions; supports P&L and balance sheet rollups, account-level KPIs, and mapping to reporting hierarchies.
Purchase Order
Commitments to suppliers prior to billing with statuses and line items; enables procurement cycle time tracking, open vs. received commitments, and supplier performance analysis.
Quote
Sales quotes and proposals with line items and statuses; supports quote-to-invoice conversion rates, pricing effectiveness, and pre-pipeline revenue forecasting.
Expense Claim
Employee-submitted expenses with receipts and approval statuses; enables T&E spend analysis, policy compliance monitoring, and reimbursement cycle-time metrics.
Contact
Customers and suppliers used across sales and purchasing; supports customer/vendor segmentation, AR/AP exposure by counterparty, and concentration analyses.
Item
Products and services referenced on invoices and bills; enables product-level revenue, cost, and margin tracking as well as mix and pricing analysis.
Tracking Category
Custom dimensional tags (e.g., region, cost center) and options; enables multi-dimensional slicing across GL, invoices, and expenses for management reporting.
Tax Rate
Tax codes and components used on transactions; facilitates VAT/GST reporting, tax liability reconciliation, and analysis of taxable vs. non-taxable amounts.
Currency
Currencies enabled for the organization; supports multi-currency reporting, FX exposure analysis, and translation of transactions to a base currency.
Employee
People who incur and approve expenses; supports employee-level T&E analytics, reimbursement timeliness, and departmental rollups.
Authentication Required
Connects securely to Xero using OAuth 2.0 with a refresh token (client ID/secret and tenant ID)
Getting started with
Xero Analytics & Business Intelligence
Connect your Xero data
Connect to Xero once and automatically sync data to your centralized data warehouse for real-time reporting and analytics.
Build business intelligence models
Create automated reports, dashboards, and data visualizations with customizable business logic and AI-powered insights for consistent analytics across your organization.
Generate reports and insights
Create interactive dashboards, automated reports, and data visualizations with AI-powered business intelligence. Share live analytics and scheduled reporting with your team.
Want to see how easy it is to get started?
Xero usersDefinite
People love Definite because it lets you focus on what matters. Setting up your own data infrastructure doesn't make your beer taste better. Skip the tedium and start at analytics.
I was leading the efforts of setting up a business intelligence function. I was surprised how complex this all was to do even today. It's something that every tech company would need at some point but it hasn't been simplified. You need a whole team focused on building a data warehouse, setting up the right pipelines, and then integrating a BI tool on top.Definite wasn't only the answer to this problem, it tackled the next problem I knew I'd have as soon as the BI tool was ready — how do we get non-technical teams and people to learn and utilise such a tool.
Our analytics before Definite consisted of dozens of Excel sheets that took hours to update. Manual updates led to errors. Everyone questioned the accuracy of the numbers. Many people just stopped looking at the reports.After Definite, everything ran like clockwork.We immediately saved thousands of dollars per month in the time spent updating reports and have built strategies (e.g. improved ROI on ad spend, inventory management, etc.) on the data that will yield millions to our bottom line.
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