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Omie
Power BI

Connect Omie to Power BI for Business Insights

To visualize Omie data in Power BI, start by establishing a connection that replicates your financial records, sales orders, and inventory movements into visual reports. Kondado offers a streamlined no-code solution that connects your Omie account to Power BI without requiring technical expertise, database management, or complex API configurations. Business teams can transform raw operational data into actionable insights, tracking everything from accounts payable to stock levels through intuitive dashboards. The replication process ensures your reports reflect current business conditions, allowing managers to identify trends and optimize operations without waiting for manual data exports.

Kondado provides 77 pre-configured pipelines that replicate Omie data to Power BI on a configurable schedule, enabling businesses to monitor cash flow, sales performance, and inventory levels through dashboard updates without writing code or managing servers.

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

With Kondado, your Omie Power BI dashboard combines financial and operational data to reveal complete business performance. By merging Accounts Receivable transactions with Sales Orders data, you can track payment cycles alongside revenue generation to optimize cash flow management. The Stock Movement and Product Families pipelines enable inventory teams to identify bestselling categories while monitoring stock levels across locations, ensuring you never miss sales opportunities due to inventory shortages. These combined insights help business owners make strategic decisions about purchasing, pricing, and resource allocation without technical complexity. Marketing and operations teams can further leverage Clients and Suppliers data alongside Opportunities to analyze customer acquisition costs and conversion rates, creating a unified view of your sales funnel from lead generation to payment collection.

Try out all the features for free for 14 days

Omie data available in Power BI

77
available pipelines
2201
extractable fields

Available integrations

Integration Description
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.
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.
See all available data →

Try out all the features for free for 14 days

Discover our Omie report in Power BI

Power BI
Omie Power BI Report

Omie Power BI Report

How to create Omie dashboards in Power BI

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

1
Connect your Omie account

Select Omie from the data source catalog and authenticate to establish the initial connection. Choose from 77 available pipelines including Sales Orders, Financial Movements, and Accounts Receivable to define which business data to replicate.

2
Choose Power BI destination

Send your replicated data directly to Power BI using our Via Kondado connection method, eliminating the need for intermediate databases or complex technical setup. This creates a seamless flow between your Omie financial data and visualization environment.

3
Configure reports and scheduling

Build your Omie Power BI dashboard using our pre-built report templates or create custom visualizations, then set your preferred update frequency from 5 minutes to daily. Your reports will stay current, allowing you to monitor business performance without manual data exports.

Access Omie data in Power BI 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
Hundreds of data-driven companies trust Kondado
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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 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 Power BI automatically

How do I configure the Omie data source in Kondado? ▼
Start by selecting Omie from our data source catalog and authenticate with your Omie credentials. Choose the specific pipelines you need, such as Financial Movements or Sales Orders, and set your preferred update frequency. Kondado handles the technical configuration, so you can begin replicating data within minutes.
What ready-made Omie Power BI dashboard templates does Kondado offer? ▼
We provide the Omie Power BI Report template, which includes pre-built visualizations for cash flow, sales performance, and inventory analysis. Additionally, you can access the Omie Looker Studio Report if you prefer Looker Studio for your visualization needs. These templates accelerate your reporting setup with proven business metrics.
How frequently can I update Omie data in my Power BI reports? ▼
You can configure updates to run every 5 minutes, 15 minutes, hourly, or daily depending on your business requirements. This configurable schedule ensures your Power BI dashboards reflect recent transactions and inventory changes without manual intervention. Set the frequency based on how dynamic your Omie data is.
Which business KPIs work best for Omie Power BI dashboards? ▼
Focus on combining Accounts Receivable aging with Sales Orders trends to monitor cash conversion cycles. Track Stock Movement against Product Families to identify which categories drive inventory turnover. These metrics help financial and operations teams spot bottlenecks in purchasing and payment collection processes.
Can I share Omie Power BI reports with stakeholders who don't use Omie? ▼
Yes, once your data flows into Power BI, you can distribute dashboards to executives, accountants, or sales managers regardless of their Omie access permissions. This enables broader business intelligence sharing while maintaining data accuracy from your single source of truth in Omie.
What types of Omie financial data can I analyze in Power BI? ▼
You can replicate detailed financial information including Accounts Payable transactions, Accounts Receivable records, Financial Movements, and Current Accounts balances. This allows you to build comprehensive cash flow reports and financial health dashboards that consolidate all monetary transactions from your Omie platform.

Try out all the features for free for 14 days