Power BI
DualEntry exports your ledger into a relational database you own — PostgreSQL, Snowflake or SQL Server — and Power BI reads it from there. No copy-paste, no stale workbook.
Overview
Finance teams who want their ledger in Power BI usually end up exporting reports by hand, because an accounting system is not a database you can point a BI tool at. The numbers go stale the moment they land in a workbook.
DualEntry closes that gap from the database side rather than the BI side: "DualEntry exports your accounting data into a relational database that you own, and Power BI reads from that database." You choose the engine — PostgreSQL, Snowflake or SQL Server — and supply the credentials. DualEntry does not push data into Power BI, and it does not host the destination database.
Each export writes "a full snapshot rather than an incremental update" across seven table groups: Core (companies, accounts, vendors, transactions), Classifications, Money Out, Money In, Journal, Assets and Records. Every row carries cdc_schema_version and cdc_exported_at metadata, so nobody has to rebuild a reporting extract by hand the next time someone asks for a refreshed dashboard.
Core (companies, accounts, vendors, transactions)
Classifications
Money Out
Money In
Journal
Assets
Records
Data synced
The integration syncs the following data types:
Key Features
- A database you own
Ledger data is exported into your own relational database — PostgreSQL, Snowflake or SQL Server. DualEntry does not host the destination database. - Power BI reads, DualEntry writes
DualEntry does not push into Power BI. It writes to the database, and Power BI connects to that database directly, so the modelling layer stays yours. - Full-snapshot exports on demand
Every export is a full snapshot rather than an incremental update, triggered with Sync Now. Scheduled exports are available for Snowflake; one export job runs per organization at a time. - Seven table groups
Core (companies, accounts, vendors, transactions), Classifications, Money Out, Money In, Journal, Assets and Records. - Row-level export metadata
Every row includes cdc_schema_version and cdc_exported_at, so you can always tell which snapshot a figure came from. - Credentials held in AWS Secrets Manager
Connection credentials are stored in AWS Secrets Manager and "passwords never persist in DualEntry's own database". Rotating them means disconnecting and reconnecting — there is no in-place edit.
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