Live data connectivity for finance & accounting

Automate your regular financial reporting, work with live data, and explore data in the tools you already use

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Automate frequent budget and spending reports

No more manual exports and imports: Easily analyze P&L statements, revenue trends, accounts payable, budgeting, forecasts, compliance data, or tax details—without having to juggle static spreadsheets.

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Upgrade to real-time insights as soon as transactions are logged

Upgrade to real-time insights the moment transactions are logged: Power dashboards, reports, and forecasting models with live data that updates automatically whenever a new record hits your system of record.

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Query across multiple companies and books from one place

Query multiple entities in a single virtual layer: Connect data across various corporate entities, accounts, or books as if they were one, streamlining consolidated financial reporting and period close processes.

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Blend financial data from marketing, sales, and more for holistic ROIs

Enrich your dashboards with data from 270+ additional sources: Combine finance data with metrics from marketing, HR, sales, and other departments to measure organization-wide ROI.



Vlad Obukhanich, AMI
“I was spending all my time every week, every month, downloading Excel files and manually creating and sending out reports. Now, I can focus on building automations and better processes that people will actually use.”

Vlad Obukhanich, Financial Analyst, AMI Expeditionary Healthcare

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Connect Your key finance and accounting data sources in minutes

Featured tutorial:

Import QuickBooks Online Data into Power BI

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Featured tutorial:

Import Sage Intacct Data into Power BI

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Featured tutorial:

Import Xero Data into Power BI

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Featured tutorial:

Import NetSuite data into Power BI

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Trusted by data-driven finance leaders

Vlad Obukhanich, AMI

Vlad Obukhanich

Financial Analyst, AMI Expeditionary Healthcare

AMI Expeditionary Healthcare Revitalizes Real-Time Financial Insights with CData Connect Cloud

Vlad Obukhanich, AMI

Shubham Malpani

Associate Director, BI & Analytics, Kiwi Partners

Kiwi Partners Powers Nonprofit Analytics with CData Connect Cloud

Vlad Obukhanich, AMI

Nathan Thompson

VP Finance, Scorpion

Scorpion Scales Their Business with Virtualized Data

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