From Performance Planning & Reporting in Excel to Power BI

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

Analysis & Planning Environment Ready in Minutes

Get started instantly with one click ERP/Accounting/SaaS sources and connect to Power BI with easy integration to 700+ source systems within no time.

Reduce Build & Cycle Times by 80%

Design & manage various business models with ease through Excel automation. Profit from proven, easily adaptable apps and workflows for consolidation, reporting, planning, forecasting, etc.

Built-in Process Templates

Use best-practice templates for CAPEX, HR Planning, S&OP, and more supplemented by AI-enhanced planning capabilities and insights

Get Acterys Excel Add-in

Planning, Reporting & Analytics at Hyper Speed with Acterys Excel Add-in

Acterys provides 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

Prefer Using Excel Instead? Try Acterys Excel Add-in

Perform dynamic planning, financial reporting and consolidation within the comforts of Excel.

Live Link to Central Server

You can maintain all your data in a single spreadsheet connected to your single source of truth data model, automatically propagating data and structural changes to your report as they occur.

 

Flexible Workflows

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

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PDF Report Distribution

Acterys Power BI Sync enables you to distribute Power BI reports and dashboards as PDF documents to unlimited email recipients.

All Power BI elements e.g. visuals without certification are supported.

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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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