Connect Silverfin to Power BI in minutes with Peliqan. In this tutorial, you use the Silverfin Power BI connector to load live Silverfin data – ledgers, trial balances, accounts and working papers – into Power BI for reporting and dashboards, so you skip manual exports and API work.
How to connect Silverfin to Power BI
- 1First, connect Silverfin in Peliqan. Sign up, then authenticate your Silverfin account through the Silverfin connector. Peliqan handles authentication, rate limits and incremental refresh for you.
- 2Next, Peliqan syncs your data. Peliqan loads your Silverfin 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 Silverfin data
- Trial-balance dashboards
- Year-over-year account analysis
- Client portfolio overviews
- KPI reporting for accountants
- Combine Silverfin with CRM, HR or operational data in one Power BI model
Live dashboards and automatic refresh
Peliqan keeps your Silverfin data current on a schedule, so reports in Power BI Service refresh automatically without manual exports. Moreover, every report – from trial-balance dashboards to KPI reporting for accountants – 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
Silverfin does not ship a native Power BI connector. Instead, Peliqan provides a managed Silverfin-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 Silverfin to Power BI? Get started with Peliqan.