IntegrationsQuick and easy Power BI + Xero integrations
Unlock powerful, comprehensive accounting data visualizations and insights by rapidly standing up custom Microsoft Power BI + Xero integrations on the low-code Tray Platform. Any business user can use our low-code interface to bidirectionally sync Power BI + Xero with any data source, without relying on IT support.
Need Power BI + Xero connectors to swiftly transform accounting analytics into shareable dashboards and reports? You can use our 100% visual, drag-and-drop builder to seamlessly connect email, flat files (such as CSVs), webhooks, FTP, spreadsheets, and all your cloud-based tools (even using data within custom fields). Connect your entire tech stack to drive alignment across all your financial teams and power strategic revenue growth.
Generate regular, comprehensive financial reports and streamline revenue analytics with powerful, multi-step Power BI + Xero automation. You can build custom, automated workflows that sync accounting data with business performance data, flow impactful data visualizations across any tool or team, and foster a data-driven work culture.
AutomationAutomate Power BI + Xero to boost revenue
Streamline budget and financial management with powerful Microsoft Power BI + Xero automation. You can easily automate any process by connecting Power BI + Xero with all your go-to tools, including your CRM, ERP, customer data platform, data warehouse, e-commerce software, HR information systems, internal chat tools, collaboration tools, and email.
We provide an extensive array of pre-built connectors, data helpers, and custom logic operators, so you can design automated workflows that meet your specific needs. You can pair accounting insights with product purchase data to unlock more-comprehensive business performance insights. You can flow payroll data visualizations to streamline resource management and drive alignment. You can also accelerate your approvals processes by swiftly sharing up-to-date financial reports with key stakeholders.
Whether you work in accounting, analytics, finance, revenue operations, business operations, HR, or any other team across your organization, you can connect Power BI + Xero at the API level and build flexible automation that launches limitless operations from any custom trigger.
Use casesSophisticated accounting data visualizations
Need to merge financial insights with customer data analytics to power more-effective business strategies that promote rapid growth? Need to improve your employee experience by tracking all types of employee information, including payroll, promotion rate, retention, and department-specific data? Need to streamline your e-commerce operations by automating your end-to-end payment processes? You can automate and integrate without limits by connecting Power BI + Xero with a host of popular tools, including Stripe, Concur, Pipedrive, SuiteCRM, Salesforce, Facebook, ServiceNow, NetSuite, WordPress, and Asana.
Our platform is perfect for both business and power users. We combine ease-of-use with robust processing power and run our platform on elastic, serverless architecture, ensuring any process you build will automatically scale as your data needs evolve. Whether you need to rapidly stand up custom integrations or reliably process heavy-duty jobs that touch billions of events every day, you can do it all with the Tray Platform.
Data privacy is one of our top priorities, which is why our platform includes enterprise-grade security and is SOC 2 Type 2-certified. We’re also compliant with essential data privacy laws, including GDPR, CCPA, and HIPAA.
