Microsoft Power BI Xledger

Microsoft Power BI + Xledger Integrations

Put Microsoft Power BI + Xledger to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Microsoft Power BI and Xledger below — describe the exact one you want above and the Agent builds it on demand.

Microsoft Power BI + Xledger When customers are modified in Xledger, refresh datasets in Microsoft Power BI.

Browse the full workflow library →

Looking to achieve something else with Microsoft Power BI and Xledger?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Microsoft Power BI and Xledger

Everything Microsoft Power BI and Xledger can do inside a workflow — the triggers that start one and the actions that run when it fires.

Microsoft Power BI Explore Microsoft Power BI →

A business intelligence and data visualization platform that converts complex data into interactive dashboards and reports.

Knit's Integrations Agent builds Microsoft Power BI's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Power BI's API.

Xledger Explore Xledger →

Xledger is cloud-based accounting and financial management software designed for mid-market and enterprise organizations.

Triggers
Newly Modified AP Transactions.

Triggers when an AP transaction is modified.

Newly Modified AR Transactions.

Triggers when an AR transaction is modified.

Newly Modified Customers

Triggers when a customer is modified.

Newly Modified Donors

Triggers when a donor is modified.

Newly Modified Journal Entries

Triggers when a journal entry is modified.

Newly Modified Projects

Triggers when a project is modified.

Actions
Create Donation Deposit

Creates a donation deposit along with one row of details.

Create Double Entry GL Item

Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.

Create Employee

Creates an employee in Xledger. This include user, contact and supplier creation. The new employee and user will have the employee role by default.

Create Expense Detail

Creates an expense detail line.

Create GL Import Item

Creates a GL import item.

Create Invoice Base Line

Creates an invoice line in the invoice base.

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about Microsoft Power BI + Xledger

Is there a pre-built Microsoft Power BI + Xledger automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Power BI and Xledger's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Microsoft Power BI or Xledger connector?

No. The Agent works whether or not Microsoft Power BI or Xledger already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

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