Financial Planning & Analysis in Power BI

FP&A Native to Microsoft Fabric

Replace legacy FP&A platforms with a modern, Microsoft-native solution. Plan, forecast, and consolidate on Microsoft Fabric, Power BI, and Excel.

AI Forecasting with Microsoft Copilot + Acterys

Generate scenarios, model drivers, and analyze variance in natural language. Built for FP&A workflows, powered by Microsoft Copilot and the Acterys AI engine.

Writeback for Live FP&A in Power BI & Excel

Edit forecasts and plans directly in dashboards and spreadsheets. Audit trails, version control, approval workflows, and row-level security all built in.

Custom FP&A Apps for Any Use Case

Build planning applications for CapEx, HR, S&OP, cash flow, workforce, rebates, M&A models, headcount, and anything else your finance team needs.

Structural changes depend on IT

Legacy systems route every model change through IT. Finance waits days for updates instead of analyzing performance, and month-end close stretches longer each cycle.

Shadow spreadsheets undermine the system of record

Teams export from the official platform into spreadsheets, then circulate competing versions. The official numbers and the working numbers diverge every cycle.

Consolidation depends on fragile workarounds

Multi-entity reporting, currency translation, and intercompany eliminations rely on manual spreadsheets. A single error propagates across every subsidiary report.

Forecasting looks backward

Most FP&A tools report history well but cannot support driver-based modeling, scenario planning, or concurrent collaboration. By the time a forecast is published, conditions have already shifted.

Modernize without disruptive migration

Acterys connects to your existing Microsoft data. There is no data warehouse to rebuild and no parallel system to maintain.

One platform for planning, consolidation, and reporting

All three run on the same engine, which removes the integration and maintenance costs of separate tools and lowers total cost of ownership.

AI built for FP&A workflows

Microsoft Copilot and the Acterys AI engine generate scenarios, variance commentary, and rolling forecasts in natural language.

Built specifically for finance

Intercompany eliminations, currency translation, allocations, and statutory consolidation are native to the platform, not bolted on through add-ons.

Financial Planning & Analysis (FP&A) Software for Fabric, Power BI & Excel

Switch from spreadsheet-based reporting to dynamic planning, AI forecasting, and writeback-enabled Power BI, all native to Microsoft Fabric.