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Visma eAccounting Power BI dashboard

We bring your accounting data into Power BI through the eAccounting API, alongside your webshop or time-tracking data. We helped Zuiver build its first data warehouse.

Discuss your figures Read the Zuiver case study

With DSL, Zuiver identified the information needed to make better decisions

“DSL helped us set up our very first data warehouse. […] They worked with us to identify the information we need to make better decisions.” Richard Aznar Webster, CEO of Zuiver Interior Group

Read the case study

When do the reports in eAccounting become too limited for our business?

You start with invoices and VAT. As you add employees, an online shop or a second location, you’ll want to see revenue, margins and cash flow alongside data from those other sources. You can do that in Power BI, with eAccounting as one of the sources.

Book a meeting

An eAccounting dashboard relies on the public API, its own historical data and fixed definitions

Discuss your figures

The eAccounting API

Using OAuth 2.0 and read-only access, we retrieve accounts, balances, transactions, invoices and outstanding items from your accounts.

Only what has changed

By filtering on the date of the last change, each refresh retrieves only changed records, while staying within the API’s per-minute limit.

Alongside your other sources

Your webshop, time-tracking system or CRM feeds into the same model, with eAccounting as the source for your accounting figures.

A first step that grows with you

Just as we helped Zuiver set up its first data warehouse, we start with the question that currently takes the most work to answer.

Access to your accounting data, an initial report, then expansion

  1. Authorisation and questions

    You authorise access to your accounting data through Visma, and we choose the questions for the initial report together.

  2. Initial report

    We load the accounting data, build the model and compare the results with the reports in eAccounting.

  3. More sources, ongoing management

    Data from your webshop or recorded hours can then be added to the same model. A designated person takes responsibility for data refreshes and token management.

Big enough for Power BI alongside eAccounting, or not yet?

Talk it through with us

A good fit if

Your business is growing, you use a webshop, time tracking system or CRM alongside eAccounting, and you want to see revenue, margins and cash flow from those sources together without combining exports every month.

Not a good fit if

You mainly issue invoices and keep the books, and the reports and dashboards in eAccounting give you enough information. In that case, your own Power BI model would mostly mean extra maintenance.

What determines the scope

How many sources you include alongside eAccounting, how many financial years you want to see, whether you use projects and cost centres, and who maintains the model after delivery.

Is eAccounting the same as AccountView?

No. Both are Visma products, but eAccounting is an online package with a public API, while AccountView is a programme for accountancy firms that runs locally, hosted or online. Each requires its own data-loading step.

Export your eAccounting figures yourself, use the API or go straight to a data warehouse?

Export it yourself

Choose this if you put together an overview once a quarter and the reports in eAccounting almost meet your needs. Power BI then reads your regular export files.

The eAccounting API

Choose this if your figures need to refresh automatically and you combine eAccounting with other sources. We recommend this for growing businesses.

A data warehouse

Choose this if you have many data sources or want to retain historical data independently of the software. See how to get a data warehouse built.

We’re helping more growing SMEs set up their first data warehouse

Since 2016, Data Science Lab has been building data and AI solutions as a Microsoft Partner for Fabric. We helped Zuiver set up its first data warehouse; for Ammega, we built several dashboards and an app in Power BI.

Book an introductory meeting

We’ll start by discussing your eAccounting records and what else you’d like to see

Stef Stoelwinder

Stef Stoelwinder

Business Development

Stef is your first point of contact. In our initial conversation, we’ll discuss your records in eAccounting, your other data sources and what you’re currently missing.

E-mail info@datasciencelab.nl

Phone +31 (0)20 3636 724

Which other sources would you like to see alongside your eAccounting figures?

Tell us which sources you use alongside eAccounting and which reports you’re missing. We’ll reply by email or arrange an initial conversation.

Emailinfo@datasciencelab.nl Phone+31 (0)20 3636 724

Enter a valid email address.

Let us know how we can help you.

Frequently asked questions

Through the eAccounting API, which Visma documents on its developer portal. A registered partner creates an application, you grant access to your accounts, and we then retrieve the data in a loading step. We use it to build the Power BI model.

To see how a dashboard starts with the decision it needs to support, read about Power BI dashboards.

It uses OAuth 2.0 through Visma’s identity server. We request only the scopes we need, such as read-only access to the accounts, plus offline_access for a refresh token. An access token is valid for one hour.

According to Visma, the refresh token remains valid for two years but expires if the user changes their password. That is why we monitor token renewal and make sure you know who manages the authorisation.

The API has endpoints for financial years, general ledger accounts by financial year, account balances on a given date, transactions by financial year, sales and purchase invoices, outstanding customer balances, cost centres, projects and items, among other things.

You can use this data to build a profit and loss statement, a balance sheet, an accounts receivable overview, and revenue by customer or item.

The API supports OData filters, including filters based on when a record was last changed. This lets the loading step request only what has changed since the previous run and work through longer lists using pagination.

Visma limits the number of calls per minute, per client and endpoint. If the limit is exceeded, the API returns an error; the loading step then waits and tries again.

Revenue and margin by customer, item or project; cash flow alongside outstanding invoices; costs by cost centre; and accounting figures alongside webshop or time-tracking data.

Read more about the information you need to guide decisions in a financial dashboard in Power BI on that page.

When granting access, the user chooses which company the application can access. In Power BI, we decide who can see each report. With row-level security, a team leader sees only their own project or cost centre.

We set up workspaces and apps as described on our Power BI consultant page.

The model stays in place; only the loading step changes. See our pages on Visma AccountView, Exact Online and AFAS SB in Power BI.

That is why we keep data retrieval separate from the model from the outset, so your reports survive a move to another system.

When eAccounting is your only data source and its built-in reports answer your questions. Visma says its Pro plan offers more dashboards and analysis options; check whether those are enough first.

If your accounting data is not yet in order, start with data quality.

What’s next for your growth after eAccounting?

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