Dashboards in minutes

Connect Omie to Cortex: Dashboards in Minutes

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Connect Omie to Cortex

Connect your Omie ERP to Cortex and transform financial, sales, and inventory data into clear visual reports that drive business decisions. With Kondado, you can replicate information from your complete business management platform directly to Cortex without complex technical configuration or intermediate databases. Simply select Omie as your data source, choose Cortex as the destination, and define which pipelines to activate for your analysis needs. Your data updates automatically on your preferred schedule, whether every 5 minutes or daily, keeping dashboards current while you focus on strategic planning and growth initiatives rather than manual data preparation.

77
available pipelines
2201
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect Omie now →

Try out all the features for free for 14 days

Kondado enables businesses to visualize Omie ERP data in Cortex without technical setup or intermediate databases, offering 77 available pipelines spanning financial movements, sales orders, and inventory management with automated updates configurable from every 5 minutes to daily.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

Try out all the features for free for 14 days

Available data

Omie data available in Cortex

Each item below is automatically replicated by Kondado from Omie into Cortex — no schema setup, no manual mapping.

77
available pipelines
2201
extractable fields
∞
Auto-refresh

Available integrations

Stock Adjustments
Adjustment movements include fields like id_ajuste, quantity, and value, allowing tracking of product entries and exits in stock.
Banks
The list of configured banks features fields like codigo, name, and type, essential for financial operations on the platform.
Categories
Financial categories include fields like codigo, description, and codigo_dre, used to control revenues and expenses.
Cenários de impostos
Cenários de impostos: detalhes
Clients and Suppliers
The clients and suppliers table features fields like name, email, and status, facilitating the management of business relationships.
Clients and Suppliers: Characteristics
Characteristics of clients and suppliers include fields detailing additional information, such as contact type and preferences.
Clients and Suppliers: Subscriber Type
Subscriber type for clients and suppliers is defined by fields that categorize business relationships and their characteristics.
Buyers
The buyers table includes fields like id_buyer, name, and status, allowing effective tracking of transactions.
Purchases: Stock
Purchase movements in stock are recorded with fields like id_purchase, product, and quantity, facilitating inventory management.
Purchases: Payment Methods
Table presenting payment methods used in purchases, including fields such as payment_method_id, description, and type.
Competitors
Table listing competitors with fields such as competitor_id, name, and market.
Accounts
Table containing information about accounts, including fields such as account_id, description, and account type.
DRE Accounts
Table presenting DRE accounts with fields such as dre_code, description, and revenue_account.
Accounts Payable: Transactions
Table detailing accounts payable transactions, including fields such as transaction_id, amount, and due_date.
Accounts Receivable: Transactions
Table presenting accounts receivable transactions, with fields such as transaction_id, amount, and receipt_date.
Current Accounts
Table listing current accounts with fields such as current_account_id, balance, and account_type.
Current Accounts: Transactions
Table detailing transactions in current accounts, including fields such as transaction_id, amount, and date.
Current Accounts: Daily Balance
Table presenting the daily balance of current accounts, with fields such as current_account_id, date, and balance.
Contacts
Table containing contact information, including fields such as contact_id, name, and email.
Tax Coupons
Table containing information about tax coupons, including fields such as code, issue date, and total amount.
Tax Coupon Items
Table detailing items associated with tax coupons, with fields such as product code, quantity, and unit price.
Tax Coupon Payments
Table presenting information about payments for tax coupons, including fields such as payment method, amount, and payment date.
My Company Data
Table with company information, including fields such as name, CNPJ, address, and phone number.
Departments
Table listing the company's departments, with fields such as code, name, and description.
Product Families
Table categorizing products into families, including fields such as code, name, and family description.
Phases
Table describing the phases of a process, with fields such as code, name, and phase description.
Taxes: CEST
Table listing CEST codes for tax classification, including fields such as code and description.
Taxes: CFOP
Table containing CFOP codes used in taxation, with fields such as code and description.
Taxes: CNAE
Table listing CNAE codes for economic activities, including fields such as code and activity description.
Taxes: COFINS - CST
Table provides information on COFINS classification, including fields such as code, description, and rate.
Taxes: ICMS - CSOSN
Table presents data on ICMS classification, with fields such as code, description, and applicable rate.
Taxes: ICMS - CST
Table includes information on ICMS classification, with fields such as code, description, and rate.
Taxes: ICMS - origin of goods
Table provides data on the origin of goods for ICMS, including fields such as code, description, and type of origin.
Taxes: IPI - CST
Table contains information on IPI classification, with fields such as code, description, and rate.
Taxes: IPI - classification
Table presents data on IPI classification, including fields such as code, description, and type of classification.
Taxes: PIS - CST
Table includes information on PIS classification, with fields such as code, description, and rate.
Taxes: Calculation type
Table provides data on tax calculation types, including fields such as code, description, and calculation method.
Items of price tables
Table contains information on price items, including fields such as product code, description, and value.
Stock Locations
Table presents data on stock locations, including fields such as code, name, and address of the location.
Reasons
Table contains information about reasons for stock adjustments, including fields such as id_reason, description, and type.
Stock Movement
Table details stock movements, with fields such as id_movement, stock_location_code, and quantity.
Financial Movements
Table presents financial movements, including fields such as id_movement, type, value, and date.
Incoming Notes
Table records incoming notes, with fields such as id_note, supplier, date, and total value.
Invoices: Receipt
Table contains information about receipt invoices, including fields such as id_invoice, supplier, and value.
Opportunities
Table lists sales opportunities, with fields such as id_opportunity, client, status, and potential value.
Production Orders
Table details production orders, including fields such as id_order, product, quantity, and start date.
Origins
Table presents sales origins, with fields such as id_origin, description, and origin type.
Cash Budget
Table contains information about cash budget, including fields such as id_budget, date, and planned value.
Partners
Table lists business partners, with fields such as id_partner, name, type, and status.
Purchase Order
Contains information about purchase orders, including fields such as order_id, date, supplier, and status.
Sales Orders
Records details of sales orders, with fields such as order_id, customer, date, and total.
Sales Orders: To Invoice
Lists sales orders pending invoicing, including fields such as order_id, customer, and total value.
Sales Orders: Stages
Presents the stages of sales orders, with fields such as order_id, status, and stage date.
Products
Includes information about products, with fields such as product_code, name, category, and price.
Products: Characteristics
Details product characteristics, including fields such as product_id, attribute, and value.
Products: Structure
Describes the structure of products, with fields such as product_id, type, and components.
Projects
Contains information about projects, including fields such as project_id, name, status, and start date.
Pre-Sales
Records information about pre-sales, including fields such as pre_sale_id, customer, and date.
Product List by Supplier
Presents the list of products by supplier, with fields such as supplier_id, product_code, and product name.
Product Shipments
Includes information on shipment ID, product code, and quantity shipped, allowing tracking of inventory movements.
Purchase Requisitions
Contains data on requisition ID, requested product, and quantity, facilitating the management of purchase orders.
Services: NFSe
Presents information on service ID, description, and value, essential for issuing service invoices.
Services: Service Classification
Includes data on classification code, description, and service category, aiding in the organization of provided services.
Services: Service Contracts
Provides information on contract ID, client, and value, enabling effective management of service contracts.
Services: Service Contracts in Billing
Includes details on contract ID, billing status, and total value, essential for financial control.
Services: Service Orders
Presents information on order ID, service description, and status, facilitating the tracking of requests.
Services: Service Orders in Billing
Includes data on order ID, billing status, and value, essential for financial management.
Solutions
Contains information on solution ID, description, and category, helping in the organization of offered solutions.
Status
Includes data on status ID, description, and category, allowing tracking of process progress.
Tasks
Table containing information about tasks, including fields such as task_id, description, and status.
Task Types
Table classifying task types, featuring fields such as type_id, description, and priority.
Telemarketing
Table containing telemarketing data, including fields such as telemarketing_id, client, and result.
Delivery Type
Table describing delivery types, with fields such as delivery_type_id, description, and deadline.
Types
Table listing different types, including fields such as type_id and description.
Types of My Company's Activity
Table categorizing company activities, featuring fields such as activity_id and description.
Types of Current Accounts
Table classifying types of current accounts, including fields such as account_type_id and description.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

Visualizing Omie data in Cortex allows you to monitor cash flow health by combining Accounts Payable and Accounts Receivable pipelines, track sales performance through Sales Orders and Opportunities data, and optimize inventory levels using Stock Movements and Stock Adjustments. Business teams can identify payment delays, analyze product profitability across different channels, and forecast stock needs based on historical purchase patterns from the Purchases: Stock pipeline. This connection transforms raw ERP information into actionable intelligence that supports daily operational decisions and long-term financial planning for small and medium businesses managing complex operations.

Try out all the features for free for 14 days

How to create Omie dashboards in Cortex

Visualize your data automatically — no spreadsheet exports or custom scripts.

1
Connect Omie as data source

Add Omie as a data source by entering your credentials and API key to authenticate your ERP account. Choose from the 77 available pipelines, such as Accounts Receivable or Stock Movements, to define which data flows to Cortex.

2
Select Cortex destination

Choose Cortex as your destination to establish a direct connection that delivers Omie data without intermediate databases. This routes your selected pipelines directly to Cortex for immediate visualization and analysis.

3
Configure dashboards and refresh schedule

Create reports in Cortex using your replicated data and configure automated updates to run every 5 minutes, hourly, or daily. This keeps your visualizations current without manual exports, allowing you to focus on analyzing business performance.

Access Omie data in Cortex and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

55pbx
55pbx
ActiveCampaign
ActiveCampaign
Google Ads
Google Ads
Amazon S3
Amazon S3
api4com
api4com
Apple App Store
Apple App Store
ASAAS
ASAAS
AWS CloudWatch Metrics
AWS CloudWatch Metrics
Azure Table Storage
Azure Table Storage
BigQuery
BigQuery
Bing
Bing
Bitrix24 CRM
Bitrix24 CRM
Bling!
Bling!
Blip (take)
Blip (take)
ClickUp
ClickUp
Clockify
Clockify
ContaAzul
ContaAzul
Criteo
Criteo
E-goi
E-goi
EADBOX
EADBOX
Exact Sales
Exact Sales
Facebook Ads
Facebook Ads
Facebook
Facebook
Fatura Simples
Fatura Simples
Freshdesk
Freshdesk
FTP
FTP
Google Analytics GA4
Google Analytics GA4
Google Cloud Storage
Google Cloud Storage
Google Play Store
Google Play Store
Google Search Console
Google Search Console
Google Sheets
Google Sheets
Granatum
Granatum
Hi Platform
Hi Platform
Hotmart
Hotmart
Hubspot
Hubspot
Huggy
Huggy
InfluxDB v1
InfluxDB v1
Infusionsoft (Keap)
Infusionsoft (Keap)
Instagram Ads
Instagram Ads
Instagram
Instagram
Jira
Jira
Linkedin
Linkedin
Loja Integrada
Loja Integrada
MailChimp
MailChimp
Mandrill
Mandrill
Mautic
Mautic
Meetime
Meetime
Mercado Libre
Mercado Libre
Meta Ads
Meta Ads
Microsoft Ads
Microsoft Ads
Microsoft Advertising
Microsoft Advertising
Mixpanel
Mixpanel
monday.com
monday.com
MongoDB
MongoDB
Movidesk
Movidesk
MySQL (& MariaDB)
MySQL (& MariaDB)
NectarCRM
NectarCRM
Notion
Notion
Nuvemshop (Tiendanube)
Nuvemshop (Tiendanube)
Olist Tiny
Olist Tiny
Omie
Omie
Oracle
Oracle
Pagar.me
Pagar.me
Pinterest Ads
Pinterest Ads
Pipedrive
Pipedrive
Pipefy
Pipefy
PipeRun
PipeRun
Ploomes
Ploomes
PostgreSQL
PostgreSQL
Pushwoosh
Pushwoosh
RDStation CRM
RDStation CRM
RDStation
RDStation
Recruiterbox
Recruiterbox
Salesforce Marketing Cloud (Exact Target)
Salesforce Marketing Cloud (Exact Target)
Salesforce
Salesforce
SenseData
SenseData
Shopify
Shopify
SQLServer
SQLServer
Stilingue
Stilingue
Superlogica
Superlogica
Sympla
Sympla
Taboola
Taboola
Tangerino
Tangerino
TikTok Ads
TikTok Ads
TikTok Organic
TikTok Organic
Tiny ERP
Tiny ERP
Toggl
Toggl
Tray
Tray
Trello
Trello
Twilio
Twilio
VNDA
VNDA
VTEX
VTEX
Wake Commerce
Wake Commerce
Webhook
Webhook
Wootric
Wootric
WordPress
WordPress
X Ads
X Ads
YouTube
YouTube
Zeeng
Zeeng
Zendesk Chat (Zopim)
Zendesk Chat (Zopim)
Zendesk
Zendesk

Visualize Omie data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Airtable
Omie > Airtable
Alteryx
Omie > Alteryx
Amazon Quicksight
Omie > Amazon Quicksight
BIMachine
Omie > BIMachine
Cortex
Omie > Cortex
Data Studio
Omie > Data Studio
Geckoboard
Omie > Geckoboard
Grafana
Omie > Grafana
IBM Cognos Analytics
Omie > IBM Cognos Analytics
Klipfolio
Omie > Klipfolio
Looker Studio
Omie > Looker Studio
Looker
Omie > Looker
Looqbox
Omie > Looqbox
Metabase
Omie > Metabase
Microstrategy
Omie > Microstrategy
Pentaho
Omie > Pentaho
Power BI
Omie > Power BI
Qlik Cloud Analytics
Omie > Qlik Cloud Analytics
Qlik Sense
Omie > Qlik Sense
Qlik
Omie > Qlik
QlikView
Omie > QlikView
Redash
Omie > Redash
Superset
Omie > Superset
Tableau
Omie > Tableau
BI TOTVS
Omie > BI TOTVS
Zoho Analytics
Omie > Zoho Analytics

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Why Kondado?

Focus on extracting value from your data and leave the rest to us

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Wherever you need

With the same platform, you send data to AI (Claude/ChatGPT via MCP), reports, spreadsheets, databases, data warehouses, and data lakes. ETL and ELT

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From wherever you need

Data from over 80 sources for Marketing, Ecommerce, ERPs, Customer Service, Finance, Databases, and much more

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Predictable pricing

No surprise invoices, pick a plan and change it anytime

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Frequently Asked Questions (FAQ)

Answers about visualizing Omie data in Cortex automatically

How do I connect my Omie ERP to Cortex for data visualization? ▼
Start by adding Omie as a data source in your Kondado account using your Omie credentials and API key. Then select Cortex as the destination and choose which pipelines to activate, such as Accounts Receivable or Sales Orders. The connection requires no technical setup or intermediate databases, allowing you to begin visualizing data within minutes.
What pre-built report templates are available for Omie data analysis? ▼
Kondado provides ready-made report templates including the Omie Looker Studio Report and Omie Power BI Report for immediate data visualization. These templates include pre-configured charts for financial movements, sales performance, and inventory tracking. You can also build custom dashboards in Cortex using the 77 available pipelines covering every aspect of your business operations.
How frequently does Omie data refresh in Cortex dashboards? ▼
You can configure automated updates to run every 5 minutes, 15 minutes, hourly, or daily depending on your business needs. This configurable schedule ensures your Cortex dashboards display current information without manual exports. Simply set your preferred frequency when creating the connection, and Kondado maintains the data flow automatically.
What financial KPIs can I monitor by visualizing Omie data in Cortex? ▼
You can track accounts receivable aging, accounts payable status, cash flow trends, and profit margins by analyzing the Financial Movements, Accounts Receivable: Transactions, and Accounts Payable: Transactions pipelines. Cortex dashboards help you identify overdue payments, monitor recurring revenue, and analyze departmental expenses through the DRE Accounts and Categories data. These insights enable proactive financial management and improved cash flow control.
Can I share Cortex reports with team members who don't have Omie access? ▼
Yes, once your data is visualized in Cortex, you can distribute reports to stakeholders across marketing, operations, and executive teams regardless of their Omie permissions. This allows sales managers to review Opportunities data and inventory teams to monitor Stock Locations without accessing the ERP directly. Shared dashboards ensure everyone works from consistent, updated information.
Do I need coding skills to replicate Omie data to Cortex? ▼
No coding is required to establish the connection or manage ongoing data replication. Kondado offers a no-code interface where you simply authenticate your Omie account and select your desired pipelines. The platform handles the technical complexity, allowing business users to focus on analyzing data rather than managing API connections.
Can I send Omie data to Power BI or Looker Studio instead of Cortex? ▼
Absolutely, Kondado supports multiple destinations including Power BI, Looker Studio, Google Sheets, and BigQuery. You can create separate connections to send different Omie pipelines to various tools based on team preferences. This flexibility allows finance teams to use Power BI while operations teams visualize data in Cortex or Google Sheets.

Try out all the features for free for 14 days