A budgeting and forecasting software that integrates with Microsoft Power BI and Excel.

Product Overview

Acterys is a budgeting and forecasting software integrating with Microsoft Power BI and Excel. Key features include dynamic financial planning, write-back functionality, and flexible financial modeling. Additionally, Acterys offers data consolidation features, including intercompany account mapping and transaction-level drill-down.


  • Flexible financial modeling
  • Intercompany account mapping
  • Integrates with Microsoft Power BI and Excel


  • Feature set may be overwhelming for new users
  • Complex setup
  • Occasional challenges with write-back feature

Target Market

Medium to large businesses that use Microsoft Power BI and Excel extensively and require advanced financial data management and analysis.

About Acterys

Acterys offers advanced data management and modeling, particularly for financial data. The platform enables planning, budgeting, forecasting, and analytics within Microsoft Power BI, SQL Server, Azure, and Excel.

Acterys Key Features

  • Planning/writeback via Power BI
  • Built on Microsoft technologies SQL Server, Power BI, Excel
  • Cloud, on-premise and hybrid deployments
  • Connect to any source system
  • A platform that exactly matches your planning and forecasting processes
  • Supports all types of planning, financial, sales, marketing PMO, inventory, supply/demand, etc.

Acterys Pricing

The cost of Acterys starts at $99/user/month. There is a free trial available. There is no free version available.

Starting Price
$99 /month
Price Range Learn More
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Product Overview

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User Reviews of Acterys

Submitted on August 30th, 2021 by Anonymous

Great solution if you need planning in Power BI & Excel

The Good…

Automated data models for Dynamics, Xero, Netsuite Integration with Power BI, 9 Power BI custom visuals, 3 way forecasting

The Bad…

Support for more automated sources