Bi4Cloud & Xero Connect a Trial


Bi4Cloud has an integration with Xero enabling Xero users to have access to Bi4Cloud reporting, charting, emailing and consolidation features.

Trying BI4Cloud on Xero is really easy. Just follow these steps.

  1. Signup for a Bi4Cloud 14-day free trial*
  2. Sync your Xero companies
  3. Analyse your Business
Already a BI4Cloud user ?
If so drop us an email at with the subject "Xero trial" and we will add additional slots so you can trial your Xero files

SignUp for a Bi4Cloud Account

When you sign Up for a Bi4cloud account you get 14 days free. Here's the link. We will ask you for an email address and password that you will use to sign in. More details here

The form looks like this


Connect your Xero Company

After completing the Sign Up you will be directed to the BI Admin Console. If you are not automatically redirected then go to and login. The Admin form looks like this. To connect a company to BI4Cloud click the + Add Company icon.


You will now select the accounting package to connect to - choose Xero


and you be re-directed to the Xero login page. Login using your Xero credentials.

Note you must have Standard or Advisor access setup in Xero to connect a company to BI4Cloud.


Choose the company to connect


Xero will then popup this message 


Then Bi4Cloud will then read the Company info and display the Company name and a synchronisation start date calculated by using the Organisation Current Financial Year start date minus 1 year. In this way we get last year and this years information.

If you wish you can edit the Company Name and this name will appear in the BI4Cloud app

Click Save


 You will receive a dialog indicating the the sync request has been scheduled.



You will then be returned to the BI Admin console. The Refresh Icon will blink green/ orange. Be patient and wait for the Last Extract time to display against your file (the screen will refresh every minute). The first company sync can take a long time depending on your data. When it's done we will send you an email. 


Whether you went away and received the email or waited you will see a screen similar to the display below.


 You can customise the spark charts by clicking on the info button and selecting the chart style and then press the Company from the menu. Here Sales and GL Spark chart is selected. These spark charts are intended to provide a thumbnail of each companies activity.









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