Reporting, Consolidation & Planning The Quickest Way
Acterys Apps are pre-configured applications for cloud-based accounting/ERP/SaaS systems that include data integration, business logic, interactive dashboards, reports and planning forms.
In minutes, you can connect any system you want – for unlimited companies. The data is automatically loaded, updated and consolidated in a cloud based (Azure SQL) database optimized for analysis, business modelling and planning requirements. You can customize data models exactly as needed. The solution also includes a set of proven best practice reports, interactive dashboards, planning and consolidation workflows for the respective system in either Microsoft Power BI or Excel. These can be edited and exactly to your needs without reliance on external experts.
Data Models in Minutes
A scalable data model optimized for analytics and planning purposes as a single source where the data from all the sources and companies you have added come together
Built-in Business Logic
All the relevant business logic like metrics, time intelligence, currency conversions, planning and legal consolidation workflows among others available within the package
Ready-to-Use Reports & Interactive Dashboards
Interactive dashboards, best practice reports and data entry forms ready for use in Power BI & Excel
Planning Enabled Power BI Visuals
The most comprehensive set of budgeting and planning features (detail, top-down, driver-based, etc.) available on the market
Automated Workflows
Set up workflows and schedule tasks for approval, forecasting, budgeting, report distribution, and more.
Audit Trails & Governance
The highest standards of Microsoft technology-based secure and comprehensive governance (e.g., access rights, audit trails, etc.) for planning with confidence
Reporting, Planning & Analytics for Specific Source Systems
Oracle NetSuite
Acterys Oracle NetSuite App provides you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. You can customize and extend the model exactly to your needs (account mappings, KPI’s, etc.). and add nearly any other data source (CRM, POS, Inventory, etc.).
Xero
Acterys Xero App allows adding professional financial reporting, planning & consolidation functionality to Xero accounting. By connecting Xero to Power BI & Excel, you can quickly generate consolidated financial statements and use the data to track performance over time, compare budgets to actual results, prepare forecasts and simulate multiple scenarios.
Dynamics 365
With Acterys Dynamics 365 App, you can bring all your data from financial & operational sources into a consolidated database. This gives users a single source of truth to create a planning ecosystem that connects all core functions (Sales, Marketing, Finance, and Operations) onto a unified platform.
Stripe
Visualize your Stripe data in Power BI and track your sales or revenue over time. See how your customers are distributed across different countries or regions and how you can optimize your leads numbers for better profits in the coming months. By visualizing your Stripe data in Power BI, you can gain insights that would be difficult to see just by looking at raw numbers alone.
Featured Customers
FAST START PROGRAMS
The Managility Fast Start program is a customised workshop leveraging our pre-built data architectures and models to help you experience the potential of effective Planning, Business Intelligence & Analytics processes in the quickest possible way. The program incorporates 1, 2 or 4 days with our experienced Consultants & Data Scientists.
Predictive Analytics
Agile Planning
