Expert Power BI Integration Services for Australian businesses
Connect Power BI to your operational systems — Xero, Dynamics 365, Salesforce, HubSpot, NetSuite and more — and get dashboards that refresh reliably, calculate consistently, and drill through to source data.
- Fixed-price — no per-seat connector fees
- You own the model — not locked to a vendor
- First dashboard live in 2–4 weeks
- Lowest prices Fixed cost · no monthly SaaS bills · founder-led overhead
- High quality Sandbox-first · weekly demos · reconciled pre-launch
- Fast delivery Quote in 48 hours · live in weeks, not months
- Latest tech Latest APIs · v2 REST native · you own the code
- Xero
- MYOB
- QuickBooks
- NetSuite
- Dynamics 365
- Salesforce
- HubSpot
- Snowflake
- ServiceM8
- Simpro
- Cin7
Real outcomes, by solving real reporting problems.
- One Live DashboardData spread across five systems with no single source of truth for the exec team
- Refreshes That WorkPower BI datasets failing at 3 am because the Xero or Salesforce token expired
- Trusted NumbersFinance, sales and ops each calculate the same metric a different way
- Deep HistoryXero or MYOB API only returns 12 months so trend analysis is always truncated
- Governed ReportsEvery department maintains its own Excel model and nobody agrees on the figures
Our Power BI integration capabilities
Six categories of Power BI integration we build most often. Custom connectors, semantic models with correct relationships, and refresh pipelines that actually hold.
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Accounting & Finance
Live P&L, balance sheet, cash flow and aged receivables from Xero, MYOB, QuickBooks or NetSuite flowing into Power BI with correct period alignment. Drill from dashboard KPI to source invoice in one click.
- Xero · MYOB · QBO · NetSuite
- P&L · balance sheet · cash flow
- Drill-through to source invoice
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CRM & Sales Pipeline
Salesforce, HubSpot and Dynamics 365 Sales data in one Power BI model. Win rate, average deal size, pipeline velocity and rep leaderboard without exporting a single spreadsheet.
- Salesforce · HubSpot · D365 Sales
- Pipeline velocity · win rate
- Cross-system attribution
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Operations & Jobs
Job management data from ServiceM8, Simpro or Tradify joined to accounting for true margin-per-job reporting. Technician utilisation, job completion rates and travel cost visible in a single dashboard.
- ServiceM8 · Simpro · Tradify
- Margin per job · utilisation
- Labour vs materials split
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Inventory & Fulfilment
Cin7, Unleashed and e-commerce channels merged into one stock-health dashboard. Inventory turn, days-on-hand, reorder alerts and COGS reconciled to your accounting system.
- Cin7 · Unleashed · Shopify
- Inventory turn · days-on-hand
- COGS to accounting reconciliation
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Data Warehousing
When your data volume or refresh frequency outgrows direct API connections, we build a lightweight data warehouse in Azure SQL, Snowflake or PostgreSQL as the stable foundation under your Power BI reports.
- Azure SQL · Snowflake · Postgres
- Incremental load pipelines
- Medallion bronze/silver/gold layers
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Custom & Embedded
Custom Power BI connector development for systems without native connectors, Power BI Embedded for white-labelled analytics inside your own app, and gateway setup for on-premises SQL Server sources.
- Custom connectors · REST API
- Power BI Embedded in web apps
- On-premises gateway + SQL Server
A Power BI integration project, end to end
Three stages. No surprises. Your live source data stays untouched until cutover — delivered personally by the founder.
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Week 0
Data Audit
15-minute scoping call. We map your source systems, the metrics that matter to the exec team, current refresh failures and any row-level security requirements. Fixed-price quote inside 48 hours.
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Weeks 1–N
Model & Dashboard Build
We build the semantic model, pipeline or connector in staging first. Weekly demos with real data so stakeholders sign off on field definitions before go-live. No surprises at cutover.
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Cutover
Live Handover
Datasets promoted to production workspaces. Refresh schedules configured, gateway verified, row-level security validated, and scheduled email subscriptions active. 30 days of post-launch support included.
Before you book the scoping call
How long does a Power BI integration project take?
A focused single-source connection (Power BI to Xero, MYOB or Salesforce with a standard dashboard) typically runs 2 to 4 weeks. A multi-source model joining accounting, CRM, operations and inventory typically runs 5 to 10 weeks. Fixed-price after a 15-minute scoping call.
What is the difference between DirectQuery and Import mode?
Import mode copies data into Power BI on a schedule (max 8 refreshes per day on Pro, 48 on Premium). DirectQuery queries the source live at report open time — no stale data, but slower and dependent on source availability. We recommend Import for most AU SMB workloads and a lightweight warehouse layer when refresh frequency is critical.
Our Power BI dataset refresh keeps failing. Can you fix it?
Yes — this is one of the most common things we fix. Failures usually trace to expired OAuth tokens (Xero and Salesforce rotate them), on-premises gateway version drift, or a source-system schema change that breaks a query. We diagnose, fix and document the root cause so it does not recur.
Do we need Power BI Premium to do this?
Not for most projects. Power BI Pro (licenced per user, around monthly SaaS pricing) handles the data model, scheduled refresh and sharing within your organisation. Premium is worth it when you need more than 8 refreshes per day, paginated reports at scale, or deployment pipelines for dev/test/prod workspace promotion.
How do you connect Power BI to Xero — there is no native connector?
Xero's API returns data we pull via a custom Power Query connector or an Azure Function middleware layer that flattens the paginated Xero responses into a clean dataset. We handle token refresh, rate-limit back-off and incremental loads so your dashboard reflects data from overnight rather than last quarter.
Can Power BI handle our multi-entity Xero or MYOB setup?
Yes. We build a consolidated model that fetches each entity separately, applies consistent chart-of-account mapping across entities, and presents a group-level view with the ability to filter down to any single entity. Eliminations can be handled at the model layer if needed.
What about row-level security — can managers only see their own team data?
Row-level security (RLS) is built into the Power BI semantic model. We define roles (e.g. State Manager, National View) and map them to Azure AD groups so access is managed centrally. A manager logging in sees only their region; the exec team sees everything. No separate report copies needed.
We already have a Power BI environment — can you add to it rather than rebuild?
Absolutely. We audit the existing workspace, datasets and reports first. Where the existing model is sound we extend it; where there are structural issues (cross-filter ambiguity, lack of a date table, hardcoded credentials) we fix those in place. We hand back documented, maintainable work — not a locked black box.
Best value · quote in 48 hours · code is yours · zero obligation
