Acterys
FP&A, Consolidation & Analytics for Power BI and Excel.
Overview
Acterys is a financial planning and analysis platform that enhances business intelligence tools like Power BI and Excel with planning and data entry (write-back) capabilities. It connects to various accounting and SaaS systems, consolidates the data in a scalable data model, and allows users to build interactive reports and planning forms directly within their preferred analytics environment. This enables a seamless workflow from reporting and analysis to planning and forecasting.
✨ Key Features
- Planning and Write-back in Power BI and Excel
- Rolling Forecasts
- Financial Consolidation
- Automated Data Integration
- Pre-built templates for various ERPs
- Scenario Modeling
🎯 Key Differentiators
- Deep, native integration with Microsoft Power BI
- Enables a closed-loop process from reporting to planning within a single tool
- Leverages the power of Azure SQL and Analysis Services for scalability
Unique Value: Turns Power BI and Excel from static reporting tools into a dynamic, interactive platform for planning, forecasting, and analysis.
🎯 Use Cases (4)
✅ Best For
- Organizations that have standardized on Microsoft Power BI for reporting and want to add integrated planning capabilities.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that do not use Power BI or Excel as their primary analytics tools
- Large enterprises requiring a standalone, all-in-one EPM suite
🏆 Alternatives
Instead of exporting BI data to a separate planning tool, Acterys allows planning to happen directly where the analysis occurs. This provides a more integrated and efficient workflow compared to using disconnected systems.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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