Connect Exact Online to Power BI in minutes with Peliqan. In this tutorial, you use the Exact Online Power BI connector to load live Exact Online data – general ledger, sales and purchase invoices, orders and financial transactions – into Power BI for reporting and dashboards, so you skip manual exports and API work.
How to connect Exact Online to Power BI
- 1First, connect Exact Online in Peliqan. Sign up, then authenticate your Exact Online account through the Exact Online connector. Peliqan handles authentication, rate limits and incremental refresh for you.
- 2Next, Peliqan syncs your data. Peliqan loads your Exact Online data into its built-in cloud data warehouse and exposes it as clean SQL tables and views.
- 3Finally, connect Power BI. Point Power BI Desktop or Power BI Service at the PostgreSQL endpoint Peliqan provides, then import or use DirectQuery to build your reports.
What you can build in Power BI with Exact Online data
- P&L and balance-sheet dashboards
- AR and AP aging
- Revenue by customer
- Multi-entity consolidation
- Combine Exact Online with CRM, HR or operational data in one Power BI model
Live dashboards and automatic refresh
Peliqan keeps your Exact Online data current on a schedule, so reports in Power BI Service refresh automatically without manual exports. Moreover, every report – from P&L and balance-sheet dashboards to multi-entity consolidation – runs on the same governed warehouse, so you work from one consistent source of truth. To see how Peliqan feeds any BI tool, visit the Peliqan for BI & reporting page.
No code or native connector needed
Exact Online does not ship a native Power BI connector. Instead, Peliqan provides a managed Exact Online-to-Power BI connector that handles the API, sync and data modelling, so you write and maintain no integration code. It works with Power BI Desktop, Power BI Service and Power BI Pro or Premium. You can also connect Tableau, Looker or Metabase to the same Power BI connector.
Ready to connect Exact Online to Power BI? Get started with Peliqan.