Connectorly provides pre-built data connectors and onboarding services that link business platforms like Xero, HubSpot, Dynamics 365, and Microsoft 365 to Microsoft Power BI for unified reporting and analytics. The platform automates data synchronization and validation, enabling users to build accurate, branded dashboards without manual data preparation. Connectorly also offers a three-week onboarding program that includes five custom Power BI reports and team training.
Funding
Funding not disclosed
Founders
Product
Problem
Businesses using multiple software platforms such as Xero, HubSpot, and Dynamics 365 often struggle to combine data from these systems for meaningful reporting and analysis. Manual data extraction and preparation are time-consuming, error-prone, and delay access to the insights needed for informed decision-making.
Solution
Connectorly provides a suite of pre-built data connectors that synchronize data from popular business applications directly into Microsoft Power BI. The platform automates the flow of data between systems like Xero, HubSpot, Dynamics 365, Microsoft 365, and Datto RMM, ensuring that reports reflect current and accurate information. Connectorly also validates data accuracy through automated reconciliation and audit views, giving users confidence in their reporting. For teams needing additional support, Connectorly offers a structured onboarding program that builds custom branded reports and trains staff to manage dashboards independently.
Target Audience
Primary customers are business analysts, financial controllers, and decision-makers at small to mid-sized companies who use Xero, HubSpot, or Dynamics 365 and need reliable Power BI reporting. The onboarding service also targets teams seeking to build internal Power BI skills and customized dashboards.
Features
- Pre-built connectors for Xero, HubSpot, Dynamics 365, Microsoft 365, Datto RMM, and Lead Forensics with Power BI
- Automated data validation and reconciliation for financial and CRM data accuracy
- Data model optimized for Power BI with grouping, views, and productivity features
- Support for exporting data via PostgreSQL to other BI tools like Tableau, Data Studio, Qlik, and Excel
- Three-week onboarding service that delivers five custom branded Power BI reports and team training
- Blog resources with practical DAX examples and dashboard-building tutorials for common business metrics