eXtended Planning & Analysis (xP&A) in Power BI & Excel
Tailored xP&A solutions for any source available on the cloud and on-prem to drive digital transformation for all your planning processes.
Analysis & Planning Environment Ready in Minutes
Get started instantly with one-click integration to ERP/Accounting/SaaS sources, including NetSuite, Dynamics 365, Xero, Stripe, Deputy, and 700+ source systems.
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 reporting, planning, budgeting, and forecasting.
Built-in Process Templates
Use best-practice templates for Cap Ex (Capital Expenditure), HR Planning, S&OP, and more supplemented by AI-enhanced planning capabilities and insights
Enterprise Planning, Reporting & Analytics at Hyper Speed with Acterys Power BI
Acterys Power BI 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
Perform dynamic planning, reporting, forecasting, and analytics within secured Microsoft environments including Power BI & Excel.
Along with automated models generated for reporting, consolidation and planning, you can customize data models exactly as needed to meet your FP&A needs.
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.
Automate report and planning form distribution as an Excel file or PDF, delivering them to the right users as and when needed.
Tap into the power of conversational AI in financial planning and get instant insights from ChatGPT right in Power BI
“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