How to connect Conta Azul to Power BI using Erathos
To connect Conta Azul to Power BI, you need a data warehouse. Erathos automates ingestion to BigQuery, Redshift, Postgres, or S3 in minutes.
Introduction
Turning financial data from Conta Azul into strategic insights in Power BI is the goal of many managers and analysts — but in practice, the process can become complex.
Manual exports, outdated spreadsheets, and unstable integrations make analysis inefficient.
This is where Erathos comes in: a platform that automates the entire data flow — from extraction to visualization — in a secure, scalable, and no-code way.
In this guide, you will understand:
What Conta Azul, Power BI, and Data Warehouse are
How these tools connect through Erathos
And the complete step-by-step to visualize your data in Power BI
What is Conta Azul
Conta Azul is a financial ERP focused on small and medium-sized businesses, centralizing sales, customers, invoices, accounts payable, and cash flow in one place.
This data is essential for business management — but to gain more comprehensive analysis and combine it with information from other systems, you need to integrate it with a Business Intelligence tool, such as Power BI.
What is Power BI
Power BI, by Microsoft, is one of the most popular BI tools in the market. It allows you to:
Create interactive dashboards and reports
Combine data from multiple sources
Update visualizations automatically
But for that, Power BI needs a solid foundation: a Data Warehouse.
What is a Data Warehouse
A Data Warehouse (DW) is an environment where you centralize, organize, and store your company’s data for analysis.
It works as the “single source of truth” — the place where data from different systems is integrated and structured before going into Power BI.
Some common examples of Data Warehouses and Data Lakes:
Erathos connects to any of these destinations, ensuring full flexibility for your data architecture.
If you still do not have a Data Warehouse, Erathos offers a hosted BigQuery option, ready to use — ideal for teams starting their data journey and looking for a managed solution.
What is Erathos
Erathos is a data ingestion platform that connects data sources (such as Conta Azul) to analytics destinations (such as BigQuery and Power BI).
With Erathos, you can:
Connect data sources such as Conta Azul, RD Station, Ploomes, and others
Define destinations such as BigQuery, Redshift, Databricks, Postgres, or S3
Track your loads with monitoring and detailed logs
Ensure automatic and secure updates, without relying on scripts or manual engineering
Among the main benefits are:
🔄 Automatic synchronization of data between systems
🧠 Complete observability over your loads and jobs
⚙️ Scalability and security in your data infrastructure
🕒 Reduced engineering time and technical setup
Erathos turns the data integration process into something simple, reliable, and sustainable.
How to connect Conta Azul to Power BI with Erathos
Below is the complete step-by-step to create your integration.
1. Connect Conta Azul to Erathos
Access your account at Erathos.
Go to the Connection menu and select add new connection.
Choose Conta Azul from the available connectors.
Authorize access to your account through secure login (OAuth).
Choose which endpoints you want to sync (such as Sales, Customers, Products, and Finance), select the refresh frequency, and the time you want updates to run.
Access our documentation for more details on how to create a connection, or to explore our specific integration with Conta Azul.
Choose your Data Warehouse (or use Erathos’s)
a) BigQuery hosted by Erathos
If your company does not yet have a data warehouse, select BigQuery (Erathos hosted) as the destination and define the region where you want to host your data.
Erathos manages the entire environment’s infrastructure, security, and performance for you. For more details on how to use BigQuery Hosted by Erathos, click here
b) Select your own data warehouse or data lake
If you already have data infrastructure, just select the destination of your choice. For more details, explore our documentation:
In minutes, your data will be loaded directly into your environment, ready for analysis.
3. Connect Power BI to your Data Warehouse
Open Power BI Desktop.
Click Get Data and select the corresponding connector (BigQuery, Redshift, Postgres, etc.).
Sign in with your credentials or access keys.
Select the project and dataset configured in Erathos.
Select the desired tables and click Load.
Now Power BI starts consuming your updated data directly from the Data Warehouse, with automatic synchronizations managed by Erathos.
This way, Power BI will access your Conta Azul data in an automated and secure way — with Erathos ensuring continuous updates.
Benefits of the Conta Azul + Erathos + Power BI integration
🔄 Automatic updates with no manual spreadsheets
⚙️ Total destination flexibility (BigQuery, Redshift, Databricks, Postgres, or S3)
🔒 Security and access control at every layer
⚡ Cloud-native scalability and performance
📈 Real-time updated dashboards in Power BI
🧠 Complete observability of jobs and pipelines via Erathos
Conclusion
Integrating Conta Azul with Power BI using Erathos is the simplest and most efficient way to build a modern data operation — without technical complexity.
You choose where to store your data, automate the ingestion flow, and ensure reports are always up to date.
🔗 Try Erathos and see how simple it is to connect your data sources to Power BI.
Introduction
Turning financial data from Conta Azul into strategic insights in Power BI is the goal of many managers and analysts — but in practice, the process can become complex.
Manual exports, outdated spreadsheets, and unstable integrations make analysis inefficient.
This is where Erathos comes in: a platform that automates the entire data flow — from extraction to visualization — in a secure, scalable, and no-code way.
In this guide, you will understand:
What Conta Azul, Power BI, and Data Warehouse are
How these tools connect through Erathos
And the complete step-by-step to visualize your data in Power BI
What is Conta Azul
Conta Azul is a financial ERP focused on small and medium-sized businesses, centralizing sales, customers, invoices, accounts payable, and cash flow in one place.
This data is essential for business management — but to gain more comprehensive analysis and combine it with information from other systems, you need to integrate it with a Business Intelligence tool, such as Power BI.
What is Power BI
Power BI, by Microsoft, is one of the most popular BI tools in the market. It allows you to:
Create interactive dashboards and reports
Combine data from multiple sources
Update visualizations automatically
But for that, Power BI needs a solid foundation: a Data Warehouse.
What is a Data Warehouse
A Data Warehouse (DW) is an environment where you centralize, organize, and store your company’s data for analysis.
It works as the “single source of truth” — the place where data from different systems is integrated and structured before going into Power BI.
Some common examples of Data Warehouses and Data Lakes:
Erathos connects to any of these destinations, ensuring full flexibility for your data architecture.
If you still do not have a Data Warehouse, Erathos offers a hosted BigQuery option, ready to use — ideal for teams starting their data journey and looking for a managed solution.
What is Erathos
Erathos is a data ingestion platform that connects data sources (such as Conta Azul) to analytics destinations (such as BigQuery and Power BI).
With Erathos, you can:
Connect data sources such as Conta Azul, RD Station, Ploomes, and others
Define destinations such as BigQuery, Redshift, Databricks, Postgres, or S3
Track your loads with monitoring and detailed logs
Ensure automatic and secure updates, without relying on scripts or manual engineering
Among the main benefits are:
🔄 Automatic synchronization of data between systems
🧠 Complete observability over your loads and jobs
⚙️ Scalability and security in your data infrastructure
🕒 Reduced engineering time and technical setup
Erathos turns the data integration process into something simple, reliable, and sustainable.
How to connect Conta Azul to Power BI with Erathos
Below is the complete step-by-step to create your integration.
1. Connect Conta Azul to Erathos
Access your account at Erathos.
Go to the Connection menu and select add new connection.
Choose Conta Azul from the available connectors.
Authorize access to your account through secure login (OAuth).
Choose which endpoints you want to sync (such as Sales, Customers, Products, and Finance), select the refresh frequency, and the time you want updates to run.
Access our documentation for more details on how to create a connection, or to explore our specific integration with Conta Azul.
Choose your Data Warehouse (or use Erathos’s)
a) BigQuery hosted by Erathos
If your company does not yet have a data warehouse, select BigQuery (Erathos hosted) as the destination and define the region where you want to host your data.
Erathos manages the entire environment’s infrastructure, security, and performance for you. For more details on how to use BigQuery Hosted by Erathos, click here
b) Select your own data warehouse or data lake
If you already have data infrastructure, just select the destination of your choice. For more details, explore our documentation:
In minutes, your data will be loaded directly into your environment, ready for analysis.
3. Connect Power BI to your Data Warehouse
Open Power BI Desktop.
Click Get Data and select the corresponding connector (BigQuery, Redshift, Postgres, etc.).
Sign in with your credentials or access keys.
Select the project and dataset configured in Erathos.
Select the desired tables and click Load.
Now Power BI starts consuming your updated data directly from the Data Warehouse, with automatic synchronizations managed by Erathos.
This way, Power BI will access your Conta Azul data in an automated and secure way — with Erathos ensuring continuous updates.
Benefits of the Conta Azul + Erathos + Power BI integration
🔄 Automatic updates with no manual spreadsheets
⚙️ Total destination flexibility (BigQuery, Redshift, Databricks, Postgres, or S3)
🔒 Security and access control at every layer
⚡ Cloud-native scalability and performance
📈 Real-time updated dashboards in Power BI
🧠 Complete observability of jobs and pipelines via Erathos
Conclusion
Integrating Conta Azul with Power BI using Erathos is the simplest and most efficient way to build a modern data operation — without technical complexity.
You choose where to store your data, automate the ingestion flow, and ensure reports are always up to date.
🔗 Try Erathos and see how simple it is to connect your data sources to Power BI.