Redbird AI syncs your Xero accounting data directly into Power BI dashboards and reports. Stop exporting CSVs, manually refreshing datasets, or rebuilding financial models every month. Get live financial intelligence without the data work.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull profit and loss, balance sheet, and cash flow data from Xero into Power BI on a schedule. Redbird maps chart of accounts to your data model, handles account hierarchy changes, and keeps historical comparisons intact without manual dataset refreshes.
Stream invoice statuses, aging buckets, and customer payment patterns from Xero into Power BI. Finance teams get real-time AR visibility without waiting for month-end exports or reconciling multiple spreadsheets.
Combine Xero bank balances, upcoming bills, and invoice forecasts into Power BI cash flow models. Redbird updates your runway calculations daily and flags when projected cash dips below your threshold.
Route Xero expense transactions to Power BI by department, project, or tracking category. Department heads see their spend against budget in real-time dashboards without finance team involvement in data prep.
Pull contact details, payment terms, and transaction history from Xero to add context to your Power BI analytics. Redbird automatically links customers and suppliers across both systems for unified reporting.
Push budget scenarios and forecasts from Power BI models back into Xero as draft budgets or tracking categories. Finance teams model in Power BI, then operationalize plans in Xero without manual re-entry.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Power BI and Xero with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands Power BI's semantic models and Xero's accounting structure, so you can connect financial data to analytics without ETL pipelines or custom connectors.
Redbird maps Xero's chart of accounts, tracking categories, and account types to Power BI tables and relationships automatically. It handles Xero's multi-currency transactions, tax codes, and reporting periods, then structures them for Power BI's tabular model. When your account structure changes in Xero, Redbird updates your Power BI schema without breaking existing reports or DAX measures.
faster than building custom Xero connectors or scheduling Excel exports
Redbird can pull from Power BI and Xero simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Power BI or Xero.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Power BI into Xero, or from Xero back into Power BI. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any financial event in Xero or dataset change in Power BI, then take action across both platforms.
Fires when a Power BI dataset finishes refreshing, whether scheduled or on-demand.
Triggers when a specific Power BI report reaches a view count or interaction threshold.
Detects when tables, columns, or relationships are added or modified in a Power BI dataset.
Trigger an on-demand refresh of a Power BI dataset to pull latest source data.
Modify table descriptions, column properties, or measure definitions in a Power BI dataset.
Generate and save a Power BI report as PDF or PowerPoint to a specified workspace or SharePoint location.
Fires when a new invoice is created in Xero or an existing invoice status changes.
Triggers when a payment is recorded against an invoice or bill in Xero.
Detects when new bank transactions are pulled into Xero from connected bank feeds.
Add a new option to a Xero tracking category like department, project, or region.
Modify budget line items in Xero based on forecast data or planning scenarios.
Generate and retrieve a specific Xero financial report like P&L or balance sheet with custom date ranges.
Connect Power BI and Xero in minutes. Redbird AI handles authentication, data mapping, and ongoing sync so your financial dashboards stay current without manual intervention.