Yuki connector

Use your Yuki data for reporting, automation and AI.

Data Panda brings your Yuki data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
Yuki logo
About Yuki

Where Dutch SMEs close their month.

Yuki is a cloud accounting platform out of the Netherlands, built around automated receipt capture, bank feed matching and a workflow that is split cleanly between the business owner and the external accountant. It is popular with Dutch SMEs that do not want a classical ERP, and with accounting firms that service dozens of clients from one back office. The typical setup is Yuki for the books, a separate operational system for sales and services, and a constant question about whether those two pictures line up.

The point of pulling Yuki into a warehouse is that Yuki is great at closing the month and not built to answer cross-system questions. Gross margin per customer, DSO by segment, cost-to-serve per project, cash forecast from invoiced and committed revenue all sit across Yuki and whichever operational system feeds it. In a warehouse, Yuki becomes the source of truth for money in and money out, and the operational side lines up against it.

What your Yuki data is for

What you get once Yuki is connected.

Ledger-backed reporting

Margin, DSO and cash position tied to Yuki journal entries, without copy-pasting.

  • Gross margin per customer and per product
  • Days sales outstanding by segment and by salesperson
  • Cash forecast from invoiced, committed and recurring revenue

Ledger automation

Let the accounting system react to what the operational system already knows.

  • Operational invoices into Yuki as sales journal entries
  • Bank reconciliation tied to Stripe payouts
  • Credit notes posted back to the originating order

AI workflows

Use Yuki history to score payment risk, classify invoices and forecast cash.

  • Late-payer scoring by customer and segment
  • AI-assisted classification of supplier invoices
  • Cash-flow forecasting on receivable and payable aging

Custom apps on your data

Internal tools on top of Yuki data for people who should not have Yuki access.

  • Receivables lookup for account managers before a renewal call
  • Project-margin board tied to Yuki journal totals
  • Executive dashboard that does not wait for the accountant
Use cases

Use cases we deliver with Yuki data.

A list of concrete reports, automations and AI features we have built on Yuki data. Pick the one that matches your situation.

Gross margin per customerRevenue minus cost-of-goods, tied to Yuki journal entries.
DSO by segmentDays sales outstanding broken by customer group and rep.
Late-payer trendTwelve-month trend per account, flagged before the renewal.
Cash-flow forecastReceivable aging plus recurring revenue into a thirteen-week view.
VAT preparationInput and output VAT totals per period, ready for the return.
Project profitabilityJournal totals per project or cost centre, per quarter.
Cost-centre P&LActuals against budget, per department.
Invoice-to-payment lagDays between invoice sent and payment cleared, per customer.
Supplier concentrationSpend by supplier as a share of total, with terms visible.
Multi-entity consolidationGroup P&L across several Yuki administrations.
Real business questions

Answers you will finally get.

Which customers are drifting into late payment?

Twelve-month trend of days sales outstanding per customer, ranked by how much their own average has worsened. Flags the account whose payment behaviour has slipped quietly before it becomes a provisions conversation.

What is our real gross margin per customer, including discounts and credit notes?

Revenue net of credit notes and discounts against cost-of-goods and direct costs, rolled up per customer and per segment. Replaces the list-price margin with the one that reflects how the customer bought.

Does the cash forecast hold up against the recurring book?

Receivable aging from Yuki combined with recurring subscription and contract revenue from the operational stack, into a thirteen-week cash forecast. Shows the week where the forecast breaks, long enough in advance that a financing conversation is possible, not forced.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Ledger-backed margin, DSO and cash forecast tied to Yuki journal totals rather than to a spreadsheet off to the side. Month-end closes on data that is already booked and already reconciled against the bank.

For sales leaders

Open receivables per account visible before you offer new credit, plus gross margin per customer net of discounts. A deal worth winning is only worth winning if the customer pays on time at a price that earns.

For operations

Supplier concentration, project-level profitability and invoice-to-payment lag in one place. The operational trade-offs between price, terms and cost-to-serve show up as data, not as a year-end surprise.

Ideas

What you can automate with Yuki.

Pair with Shopify

Post Shopify orders into Yuki

Shopify orders land in Yuki as sales journal entries with VAT, shipping and discount split out, and refunds post back as credit notes. The Dutch webshop's revenue stops needing a weekly export from the Shopify admin to the accountant.

Pair with Teamleader Focus

Flow Teamleader Focus invoices into Yuki

Sent invoices in Teamleader Focus land in Yuki as sales journal entries with customer, VAT and GL coding set. Credit notes and payment state flow back, so the agency or consultancy closes the month without reconciling two tools by hand.

Pair with Stripe

Reconcile Stripe payouts in Yuki

Stripe payouts are booked in Yuki as bank entries with fees split out and the underlying charges matched to the invoices they paid. The bank reconciliation screen stops showing three-line Stripe lumps that someone has to split by hand.

Pair with HubSpot

Sync HubSpot customer masters with Yuki

Customer and supplier contacts stay aligned between HubSpot and Yuki, with VAT number, payment terms and credit status consistent in both. Sales sees Yuki payment history on the HubSpot record and stops offering net-30 to accounts that already pay late.

Data model

Tables we make available.

These are the 13 tables we currently pull from Yuki into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Contacts
  • Documents
  • G L Account Balance
  • G L Account Transactions
  • G L Accounts
  • Get Transaction Details
  • Outstanding Creditor Items
  • Outstanding Debtor Items
  • Projects
  • R G S S Cheme
  • Transaction Matches
  • Transactions
  • Vat Codes

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Yuki data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Yuki to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Yuki connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does the sync cover multiple Yuki administrations for accounting firms?

Yes. Each Yuki administration lands in its own schema with a shared contact and chart-of-accounts dimension on top. Accounting firms that run dozens of client administrations can report per client, per portfolio and at firm level, without merging data from separate Yuki logins by hand.

Is Dutch VAT handled natively in the warehouse?

Yes. VAT codes, rates and reverse-charge indicators come across on every journal entry so input and output VAT can be totalled per period, per rate and per jurisdiction. That makes the Dutch VAT return preparation and the intra-EU listings a report, not a re-coding exercise.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Yuki setup and the systems around it. Together we pick the first thing worth building.