What is OdataLink?
Connect Microsoft Fabric, Power BI and Excel to live Xero, MYOB and QuickBooks data.
Built for the security conscious. Start with a free template, customise it as you need, and get highly regarded support along the way.
Subscriptions start from $50/month + GST (AUD)
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30 days free. No credit card required. Live in minutes.
Prefer to talk it through first? Book a free call and we'll help you get set up.
Security
Built for the security conscious.
OdataLink gives you an unparalleled level of security over your financial data.
You control exactly what's visible, down to the endpoint — hide your payroll data, or share only sales data with your sales team.
Report from your own environment
Replicate into your own Microsoft Fabric, Dataflows or Power BI semantic model if you want a persisted copy. By default, nothing is stored on an external device — it's entirely your call.
Nothing stored unencrypted
Your data is encrypted in transit, and anything archived sits in your own encrypted archive. No unencrypted copy of your ledger is ever stored.
Data sovereignty, built in
Servers in Australia and the UK, so GDPR and local data-residency requirements are met without extra configuration.
The difference
Most reporting tools replicate your data.
We don't. We're live.
Most tools take the easy path and choose to replicate your ledger into a cloud database, then report from the copy. It works, but now there is a second set of your data sitting in someone else's database, out of your control, with its own sync schedule to trust and its own system to explain when someone asks where the data lives.
OdataLink
Report from the source
Replication tools
Copy first, report second
Who is it for?
Fractional CFO's, Accountants
- Deliver live dashboards to every client without manual exports.
- Turn reporting into a billable, recurring service.
- Spend less time compiling data, more time advising.
Large and Small Businesses
- See cash flow, sales, and performance in one live view.
- Make decisions on today's numbers, not last month's.
- Scale your reporting as the business grows.
Managers
- Replace manual exports and copy-paste with reports that update themselves.
- Get your numbers ready for AI chat and agents, not just spreadsheets.
- Build a report once and reuse it every month.
How it works
From signup to live dashboard — and AI-powered answers — no local files, no manual exports.
Connect
Log into your Xero organisation, MYOB company file, or QuickBooks company.
Create a Feed
Choose what data is visible, who gets access, and where.
Copy Your Feed
Paste your URL into Microsoft Fabric, Power BI or Excel for live data in minutes. Nothing to install.
AI Ready Data
Wherever your AI tools work, OdataLink can get your Xero, MYOB and QuickBooks data there.
Use it with your AI tools
- Pull it into Excel via Power Query, then ask an AI add-in like Claude for Excel to analyse it.
- Load it into Microsoft Dataverse, so Copilot Studio agents and Power Apps can act on it directly.
- Ask Copilot for Power BI plain-language questions of the same live feed.
AI works with the data you chose to make visible, not everything in your ledger.
Your data's journey
Xero / MYOB
QuickBooks
multiple orgs/companies
OdataLink
Smart Archiving
(optional)
Power Query
AI Agents & Add-ins
e.g. Claude for Excel · Copilot Studio via Dataverse · Copilot for Power BI
Consolidation Done Easy
Select the data files you want to consolidate. OdataLink creates a single consolidated feed automatically. Copy it into a template or your own solution and you have a consolidated result within minutes.
Select your data files
Add as many Xero organisations, MYOB companies or QuickBooks companies as you need to a single feed.
Get a consolidated feed
Consolidation happens automatically. No mapping exercise, no manual merge.
Copy and paste
Drop the URL into Microsoft Fabric, Power BI or Excel. Same feed, individual or consolidated, right down to transaction level.
Ready-to-go Templates
25 free templates, zero setup time.
Included with every plan at no extra cost. Built for Microsoft Fabric, Power BI and Excel, they deliver most of what you need out of the box, for a single data file or a consolidated feed.
Financial Statements
Profit and Loss, Balance Sheet, Trial Balance, Cash Flow.
Accounts Receivable
Aged debtors, reconciliation, money owed to you.
Accounts Payable
Aged creditors, reconciliation, money you owe.
Transactions
Review and analyse your General Ledger detail.
Budget Analysis
Actual vs budget and variance reporting.
DataDear Replacement
Familiar report formats for users moving across.
Reconciliations
Reconcile receivables and payables back to your control accounts.
Cash Flow
Monthly cash flow statements and position tracking.
Advanced Customisation
Templates get you most of the way. If you need customisation, they're completely open, built on standard Microsoft Fabric, Power BI and Excel. No proprietary format, no lock-in. Adjust them yourself, engage our team or one of our partners, or hand them to any Power BI consultant you already work with.
Advanced Templates
- Account mapping and custom chart of accounts groupings
- Foreign exchange handling
- Intercompany eliminations
- Business units, departments and tracking categories
- Budgeting and forecasting models
- Non-financial measures alongside your ledger data
Consulting Services
You're never locked in. Because everything is built on the standard Microsoft platform, anyone with Power BI skills can pick it up. We're here if you want the people who built it.
- Tailor a template to your reporting requirements
- Bring in data from other systems and databases alongside Xero, MYOB and QuickBooks
- Build a complete custom reporting solution
Reviews
Real feedback from accountants and businesses using OdataLink
Our Referral Partners
Accountants and advisers who recommend OdataLink to their clients
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