Month-end finance
Revenue and expenses by month, net P&L movement, balance-sheet sections and account-level Trial Balance summaries.
Xero API reporting
Prepare Xero data for finance dashboards and Power BI—locally
Authorise a Xero organisation, pull reporting data through the Windows app, then use documented finance grains for local dashboards or BI-ready exports.
Choose the grain first
Xero reporting tables matched to the finance question
Invoice totals are not revenue, and payments are not invoice value. Datplan makes those boundaries explicit.
| Reporting grain | One row represents | Use it for | Do not use it for |
|---|---|---|---|
| Financial Summary | One Trial Balance-derived account and reporting-date summary | P&L, balance sheet, revenue, expenses and month-end account movement | Customer, item, invoice or payment drill-down |
| Financial Activity | One reconstructed accounting activity line | Account movement, source type, line role and tracking analysis where official journals are unavailable | Claiming official ledger parity |
| Invoice Summary | One live invoice or bill | Totals, due dates, paid amounts, outstanding balances and contact value | P&L or balance-sheet reporting |
| Invoice Lines | One live invoice or bill line | Item, product, tracking, net, tax and gross analysis | Ageing or payment settlement |
| Payments | One authorised payment | Receipts, supplier payments, settlement timing and payment accounts | Revenue or expense recognition |
| Official Ledger Lines | One Xero journal line | Ledger reporting where journal access is available in the purchased tier | Tenants or tiers without journal access |
Reporting examples
Questions Datplan prepares Xero data to answer
Invoice and debtor review
Sales invoices by month, outstanding value by due month, customer totals, supplier bill analysis and paid versus outstanding amounts.
Product and tracking analysis
Sales by item, invoice-line net value, tax and gross amounts, tracking option 1 and tracking option 2.
Payment timing
Receipts and supplier payments by date, account and contact without treating settlement movement as recognised revenue.
Local Xero reporting
Keep the last successful reporting dataset available on the Windows PC
Use it for dashboards, Excel analysis and prepared BI files without routing the source dataset through a Datplan reporting warehouse.
Offline dashboard access
Open saved Datplan dashboards from the latest successful local sync. New Xero data still requires an online refresh.
Understand offline reporting →Scheduled refreshes
On supported plans, schedule the selected workspace, source and organisation once, daily, weekly or monthly and write exports to a stable folder.
Schedule Xero exports →Independent reporting copy
Retain authorised reporting data and user-created exports locally while keeping the boundary between reporting copy and restorable backup clear.
Compare copy and backup →Xero source plans
Choose capacity for the reporting workload
Purchase inside the signed-in app. The free download and demo do not require a Xero plan.
Xero Solo
£49/month
£530/year when billed annually
- 250 MB/month
- 5/day pull credits
- 1 connected client
- 5 dashboards
- Scheduler: No
- CSV, JSON, Fact + Dim star-schema
Most flexible start
Xero Growth
£89/month
£965/year when billed annually
- 1 GB/month
- 15/day pull credits
- 3 connected clients
- 15 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
Xero Pro
£179/month
£1,935/year when billed annually
- 2 GB/month
- 50/day pull credits
- 10 connected clients
- 50 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
Xero Heavy
£399/month
£4,310/year when billed annually
- 5 GB/month
- 150/day pull credits
- 50 connected clients
- 250 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
| Plan | Monthly | Annual | Allowance | Pulls | Clients | Dashboards | Scheduler |
|---|---|---|---|---|---|---|---|
| Xero Solo | £49/month | £530/year | 250 MB/month | 5/day | 1 | 5 | No |
| Xero Growth | £89/month | £965/year | 1 GB/month | 15/day | 3 | 15 | Yes |
| Xero Pro | £179/month | £1,935/year | 2 GB/month | 50/day | 10 | 50 | Yes |
| Xero Heavy | £399/month | £4,310/year | 5 GB/month | 150/day | 50 | 250 | Yes |
Prices exclude VAT and applicable taxes. Annual prices shown in the app are the source of truth at purchase. Allowances do not roll over. Datplan allowances remain subject to provider API limits and usage already consumed by other apps, integrations or users. Incremental pulls use the last saved checkpoint only where the provider and endpoint support it.
Xero questions
Know the data and plan boundaries
Is Xero live-source access included with the free app?
No. The app and Datplan Demo are free. Choose and purchase a Xero source plan inside Datplan DataPull when you are ready to connect a live account.
Do unused allowances roll over?
No. Monthly data allowances and daily pull credits do not roll over.
Can provider limits stop a pull?
Yes. Datplan allowances remain subject to provider API limits, source permissions, service availability and quota already consumed by other apps, integrations or users.
What is an incremental pull?
It refreshes from the last saved checkpoint where the provider and endpoint support that behaviour. It can reduce repeated download volume but does not bypass Datplan or provider limits.
Can I use Xero data in Power BI?
Yes. Datplan can export stable local files, fact-and-dimension tables and BI setup guidance for Power BI. The initial model setup is manual; Datplan is not a native real-time Power BI connector.
Can I view my last synced Xero reporting dashboard offline?
Yes. Once a successful Xero sync has prepared the local reporting data, saved Datplan dashboards can be opened without an internet connection. Internet access is required to connect or reauthorise Xero and retrieve newer data.
Is the local Xero reporting copy a complete Xero backup?
No. It is an independent local reporting dataset and export workflow. Datplan does not claim to restore an entire Xero organisation, every attachment, setting or historical version.
See Datplan with real reporting data—without connecting a live account
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.