What Pentaho dashboards can I create using ContaAzul financial data?

You can build financial dashboards that track cash flow, overdue invoices, and cost center breakdowns. Many teams create visual reports that compare monthly obligations against incoming revenue to identify liquidity trends. You can also monitor contract performance and customer segmentation by blending registration data with billing information.

How often does my ContaAzul data refresh inside Pentaho?

You choose the refresh cadence when setting up the connection, with options ranging from every five minutes to daily updates. This configurable schedule keeps your reports current according to your business needs. Once set, Kondado automates the refresh so your Pentaho dashboards stay updated without manual work.

Which KPIs should I track when visualizing ContaAzul in Pentaho?

Focus on metrics like days sales outstanding, total payables versus receivables, sales volume by product, and expense distribution by cost center. Tracking these indicators in Pentaho helps you spot late payments early and understand which revenue streams contribute most to your bottom line. You can also follow contract values over time to predict future cash positions.

Does Kondado offer ready-made report templates for ContaAzul?

Yes, Kondado offers pre-built dashboards that accelerate your analysis, including the Conta Azul Looker Studio Report and the Conta Azul Power BI Report . These report templates give you immediate visual layouts for financial data that you can adapt to your needs. If you prefer Pentaho, you can use the same replicated data to build equivalent custom reports with the same underlying structure.

Can I share Pentaho dashboards built from ContaAzul data with my team?

Yes, once your reports are ready inside Pentaho, you can distribute them to colleagues, accountants, or executives through Pentaho’s built-in sharing features. Everyone sees the same updated numbers because the data refreshes on the schedule you configured. This keeps finance, operations, and leadership aligned with one unified view of the company’s health.

What ContaAzul information can I replicate to Pentaho besides sales records?

Beyond sales records, you can replicate People Registration data for customer and vendor profiles, Contracts for recurring revenue tracking, and Accounts Payable: Cost Centers for expense categorization. This breadth lets you build complete operational reports in Pentaho that connect financial transactions to the people and agreements behind them.

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Visualize ContaAzul Data in Pentaho Reports

Kondado offers a simple connection between ContaAzul and Pentaho, letting business teams replicate accounting and financial data into clear visual reports without any coding. You simply connect your ContaAzul account as a data source, select Pentaho as your destination, and choose which financial pipelines to activate. Data updates on a configurable schedule, so your dashboards always reflect recent sales, payables, and receivables. This setup requires no intermediate databases or complex configuration, making it easy for operations and finance teams to turn raw numbers into actionable insights.

With all your invoicing, expense control, and cash flow information centralized in Pentaho, you can spot trends, monitor overdue receivables, and share unified financial views across your company. Non-technical users can set up the connection in minutes and start building charts that support daily decisions.

Kondado connects ContaAzul to Pentaho through a direct Via Kondado link, offering 13 ready-to-use pipelines and 571 fields that business users can replicate on a configurable schedule to build visual reports without writing code.

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

By combining ContaAzul data in Pentaho, you can unlock practical insights that help you manage cash flow and customer relationships. For example, the Accounts Receivable and Accounts Payable pipelines let you build side-by-side views of incoming and outgoing money, so you quickly see periods of tight liquidity. You can also use the Sales and Sales Details pipelines to analyze which products drive the most revenue and how transaction volumes change over time. These visual insights make it simple for finance and operations teams to decide when to collect overdue invoices, adjust inventory purchases, or plan hiring based on actual financial health.

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ContaAzul data available in Pentaho

available pipelines

571

extractable fields

Available integrations

Integration	Description
People Registration: Details	Includes fields such as uuid, name, and email, along with information on active status and person type, either INDIVIDUAL or LEGAL.
People Registration	Contains data such as document, phone, and address, including details like neighborhood, city, and state, along with active status.
Accounts Payable	Presents information on financial obligations, including id, expected payment date, and reconciliation status.
Accounts Payable: Categories	Includes financial categories with fields such as id, name, and type, along with information on whether they should be considered as cost in the DRE.
Accounts Payable: Cost Centers	Provides data on cost centers, including id, name, and active status, along with a custom code for internal organization.
Accounts Receivable	Contains information on amounts receivable, including id, due date, and collection status, along with financial details.
Accounts Receivable: Categories	Includes accounts receivable categories with fields such as id, name, and type, along with information on whether they are considered revenue.
Accounts Receivable: Cost Centers	Provides data on cost centers related to accounts receivable, including id and name, along with active status.
Accounts Receivable: Collections	Includes information on collections, with fields such as id, status, and due date, along with relevant financial details.
Contracts	Contains data on contracts, including id, contracting party name, and status, along with associated financial information.
Sales	Data on sales transactions, including fields such as id, sale date, and total amount.
Sales Details	Detailed information on each sale, such as sale id, product, quantity, and unit price.
Sales Items	List of sold items, including fields such as item id, description, quantity, and value.

People Registration: Details

Includes fields such as uuid, name, and email, along with information on active status and person type, either INDIVIDUAL or LEGAL.

People Registration

Contains data such as document, phone, and address, including details like neighborhood, city, and state, along with active status.

Accounts Payable

Presents information on financial obligations, including id, expected payment date, and reconciliation status.

Accounts Payable: Categories

Includes financial categories with fields such as id, name, and type, along with information on whether they should be considered as cost in the DRE.

Accounts Payable: Cost Centers

Provides data on cost centers, including id, name, and active status, along with a custom code for internal organization.

Accounts Receivable

Contains information on amounts receivable, including id, due date, and collection status, along with financial details.

Accounts Receivable: Categories

Includes accounts receivable categories with fields such as id, name, and type, along with information on whether they are considered revenue.

Accounts Receivable: Cost Centers

Provides data on cost centers related to accounts receivable, including id and name, along with active status.

Accounts Receivable: Collections

Includes information on collections, with fields such as id, status, and due date, along with relevant financial details.

Contracts

Contains data on contracts, including id, contracting party name, and status, along with associated financial information.

Sales

Data on sales transactions, including fields such as id, sale date, and total amount.

Sales Details

Detailed information on each sale, such as sale id, product, quantity, and unit price.

Sales Items

List of sold items, including fields such as item id, description, quantity, and value.

See all available data →

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How to create ContaAzul dashboards in Pentaho

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

Add ContaAzul as data source

Log in to Kondado and select ContaAzul from the data source catalog, then enter your credentials to establish the connection.

Choose Pentaho destination

Pick Pentaho from the destination list and define which financial pipelines you want to replicate, such as Accounts Receivable or Sales.

Build dashboards and set refresh

Open Pentaho to create charts and reports from your replicated data, then set your preferred update frequency to keep everything current automatically. You can also explore similar setups for Power BI or Looker Studio if your team uses multiple visualization tools.