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

Switch from manual, spreadsheet-based reporting to dynamic financial planning, writeback, & advanced reporting in Acterys.

Analysis & Planning Environment Ready in Minutes

Get started instantly with one-click integration to finance and accounting sources, including Xero, MYOB, QuickBooks, and many others.

Reduce Build & Cycle Times by 80%

Design & manage various business models with ease through Power BI automation. Profit from proven, easily adaptable apps and workflows for financial reporting, planning, budgeting, and forecasting.

Built-in Process Templates

Use best-practice templates for CapEx (Capital Expenditure), HR Planning, S&OP, and more supplemented by AI-enhanced planning capabilities and insights.

Writeback-enabled Power BI Visuals 

Access 8 proprietary Acterys Power BI visuals to leverage high-performance, simultaneous write-back and planning capabilities.

Get Acterys FP&A Software

As Covered On

 

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Financial Planning & Analytics at Hyper Speed with Acterys Power BI Software

Acterys Power BI provides writeback, consolidation, planning, and reporting capabilities all packed into a single platform, replacing specialized siloed solutions while giving the lowest TCO and fastest time-to-value.

  • Powerful planning engine to handle large volumes and complex calculations with ease
  • Writeback-enabled, AI-assisted planning capabilities
  • 8 custom Power BI Visuals to accelerate reporting and planning efforts
  • Logic-driven hierarchies and constraint-satisfaction planning
  • Comprehensive governance (user access rights, audit trails, etc.) for planning with confidence
  • Planning flexibility supporting top-down and bottom-up (absolute, relative, add, fill, etc.) approach

Why Acterys for Agile FP&A Processes

Acterys FP&A software to perform dynamic financial planning, reporting, forecasting, and analytics within secured Microsoft environments, including Power BI & Excel.

Build Your Own Models

Along with automated models generated for reporting, consolidation and planning, you can customize data models exactly as needed to meet your FP&A needs.

Unparalleled Planning

Acterys Power BI allows you to profit from advanced planning with write-back features to perform top-down, driver-based, or integrated planning with spreadsheet ease.

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Flexible workflows

Automate report and planning form distribution as an Excel file or PDF, delivering them to the right users as and when needed.

ChatGPT-4 Integrated

Tap into the power of conversational AI in financial planning and get instant insights from ChatGPT right in Power BI

Clients Who Have Trusted Us

700+ clients across the globe have rapidly transformed their processes with Acterys.

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“The ability for Acterys to be customized in order to fit your company's planning process is very powerful. It's data storage resides on an SQL DB, but end users view/edit their budgets from within Power BI and Excel! We are solving budgeting/forecasting/planning processes by allowing users view and edit their budgets within Power BI and Excel.”
-  Greg Gillespie, Collectiv LLC

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