Acterys
1 Review 5/5 ★ ★ ★ ★ ★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.Pros
- Flexible financial modeling
- Intercompany account mapping
- Integrates with Microsoft Power BI and Excel
Cons
- 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. Best serves organizations in retail, IT, and professional services with annual revenues ranging from $10 million to $1 billion.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.
Key Features
- Data Visualization: Includes dynamic charts, dashboards, graphs; users can generate custom visualizations.
- Financial Modeling: Supports what-if scenarios and complex calculations.
- Integrations: Syncs with ERP, CRM, and accounting systems like QuickBooks Online, Xero, and Dynamics 365
- Multi-Currency and Multi-Entity Support: Handles consolidations across entities for global organizations.
- Scenario Planning: Predicts financial outcomes through simulations and scenario planning.
Additional Functionalities
- 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.
Product Overview
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User Reviews of Acterys
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Acterys Review
Great solution if you need planning in Power BI & Excel
Pros
Automated data models for Dynamics, Xero, Netsuite Integration with Power BI, 9 Power BI custom visuals, 3 way forecasting
Cons
Support for more automated sources
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