Finance to Microsoft Power BI

Automatically Export & Sync Finance Data to Microsoft Power BI

Finance
a black arrow pointing to the right
Microsoft Power BI
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Balances
Balances-Recent
Transactions-AllAvailable
Transactions-Last X days
Date Rangable
InvestmentTransactions-All
InvestmentTransactions-Last X days
Date Rangable
InvestmentHoldings
InvestmentHoldings+RealtimeStocks
Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]
Liabilities-Credit
Liabilities-Mortgage
Liabilities-Student

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Finance.

If you only need to export your data one time, check the website of Finance to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Finance.
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Opening CSV or XLSX in PowerBI

The cloud version of PowerBI reads XLSX or CSV files directly from OneDrive for Business. On the "Create" panel select either file format presented in the center of the screen. Then click Browse OneDrive.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

File Formats

Integration Flow

Setup

Step 1

Select Finance from the Data Source dropdown and Microsoft Power BI from the Data Destination dropdown.

Step 2

Authorize Finance with your credentials using the Plaid (OAuth) flow.

Step 3

Authorize Microsoft Power BI with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 11 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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