Acterys takes you
further, faster
Acterys is a powerful enterprise planning & analytics ecosystem, trusted by Microsoft and Fortune 500 companies for its AI-driven forecasting, smart write-back capabilities, and seamless integration with Microsoft Fabric, Power BI, Excel, Azure AI, and other enterprise tools.
Acterys Planning Intelligence
Acterys Planning Intelligence empowers the business user with a centralized platform for modern financial planning, analysis, and decision-making.
It integrates financial data, predictive analytics, and real-time insights to streamline key processes like budgeting, forecasting, and scenario planning.
Acterys Data Intelligence
Acterys Data Intelligence empowers data and technology leaders across the organization to augment all data sources with the perfect symbiosis of AI driven improvements with human oversight. Create tailored, scalable, AI-ready applications that integrate seamlessly with existing enterprise systems, ensuring real-time collaboration in the process.
By consolidating AI supported write-back and workflows within a secure, governed platform, Acterys enhances IT efficiency and supports business growth while reducing technical complexity and SaaS sprawl through its ability to maintain structured data within Power BI and Excel.
Acterys Apps
Acterys Apps are end-to-end analytics and planning solutions with 1-click integrations to major accounting, ERP, CRM, and other systems that come packaged with a centralized data model and ready-to-use planning, reporting, and analytics templates.
Our Apps transform the way you manage financial reporting, planning, and consolidation. Acterys Apps provide ready-to-use, interactive dashboards and reports tailored for finance, sales, and operations within Power BI and Excel, giving you real-time insights to drive data-driven business decisions.
Bring the full power of Excel directly into Power BI
Acterys SmartXL brings the full power of Excel directly into Power BI – moving your data fast and making sure it lands where it matters.
Acterys SmartXL Visual will be a game-changer for your organization, providing the best of both Excel and Power BI in one seamless platform.
Microsoft Disney Publix Accenture Heineken Pandora uses Acterys...
Acterys serves over 1,000 customers, ranging from global brands like Disney, Heineken and PepsiCo to small and medium-sized businesses. This diversity underscores the platform’s versatility and scalability, catering to the needs of enterprises and smaller organizations alike.
Why choose Acterys?
Empowering enterprises with a unified platform to overcome silos, enabling smarter planning, decision making, and facilitating rapid transformation in a dynamic world. Our customers choose us because we are…
Fast
Implement smart solutions for your most pressing business challenges in weeks – not months.
Effective
Build flexible business applications to solve your unique operational problems - no coding required.
Smart
Tap into the power of AI to get instant insights and exponentially speed up decision-making.
Secure
Protect your sensitive financial and business data in a controlled environment of your choosing.
Acterys Use Cases
Planning, Budgeting and Forecasting
Fast-track your planning, budgeting and forecasting processes with a “single source of truth.”
Sales and Operations Planning
Consolidate production, sales and finance data into a single source of truth to build a coherent strategic business plan and streamline operations.
Financial Close and Consolidation
Streamline workflows by automating data loading, validation and modeling while guaranteeing optimal data integrity and governance.
Workforce Planning
Align talent decisions with business goals. Optimize headcount, budget allocation, and strategic resource management with ease.
Strategic Planning
Make the right decisions for your business with scenario planning and a single-source-of truth for cross-departmental collaboration.
Business Analytics
Go deeper with your data. Drill down to gain a better understanding of your business, focus on your problem areas and anticipate the impact of changes.
Cash Flow Forecasting
See how capital flows in and out of your business accurately and in real time with a transparent and centralized view of your cash flow.
Predictive Analytics
Model changes in data in minutes and view them in real-time, helping you mitigate risk and simulate what-if scenarios quickly.
Award-Winning Solutions from Acterys
Acterys has earned numerous accolades, including being named a Golden Champion by Software Reviews in the EPM space for two consecutive years. This recognition is particularly meaningful because it’s based on extensive customer interviews assessing real-world usability and ROI.
Acterys consistently ranks as a leader in these categories, reflecting the platform’s value and user satisfaction. Acterys was also chosen by Microsoft over 25 competitors to embed in Dynamics.
Discover the latest from Acterys
- On Demand
- English
- 05/28/25
- Upcoming Webinars
- English
- On Demand
- English
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Frequently asked questions
What is Acterys and what does it do?
Acterys is a performance management and planning platform that integrates seamlessly with Microsoft Power BI and Excel, enabling organizations to automate reporting, forecasting, and analytics. It supports real-time data writeback, collaborative planning, and enterprise-grade data governance. In addition to core planning capabilities, Acterys incorporates advanced AI features—including predictive forecasting, Azure Machine Learning integration, and support for Microsoft Fabric Large Language Models (LLMs)—to empower intelligent, future-ready decision-making across all business functions.
Who uses Acterys and why?
Acterys is used by CFOs, finance professionals, data leaders, and departmental teams across enterprises and SMBs to unify and automate their planning and reporting workflows. It’s designed for users who want flexibility, scalability, and enterprise-grade analytics without needing advanced technical expertise.
How does Acterys integrate with Microsoft Power BI and Excel?
Acterys includes native Power BI visuals and Excel add-in that allow users to perform planning, writeback, and reporting directly within these tools. Smart XL even brings an Excel-like interface inside Power BI for advanced reporting and planning.
Is Acterys suitable for both SMEs and enterprise businesses?
Yes. Acterys offers flexible deployment options, including SaaS, hybrid, and on-premises setups, making it scalable and suitable for organizations of all sizes.
Does Acterys require coding knowledge?
No. Acterys is a no-code/low-code platform designed for business users. You can set up planning models, run forecasts, and build reports with guided wizards and pre-built templates—no programming required.
What makes Acterys different from other planning and reporting tools?
Acterys combines deep planning features, enterprise-grade security, and native integration with Microsoft Fabric, Power BI, and Excel. It’s designed for speed, ease of use, and complete data governance.
Can I try Acterys before making a purchase?
Yes. You can book a demo or start with a guided setup to evaluate Acterys’ capabilities.
Who can benefit from using Acterys?
Finance teams, department leads, data professionals, and business analysts across industries use Acterys to centralize planning, streamline reporting, and support strategic decision-making with real-time insights.
Can I input planning data directly in Power BI using Acterys?
Yes. Acterys provides writeback-enabled visuals such as Matrix, Smart XL, Table Edit, and Variance, which allow users to enter and modify data directly within Power BI dashboards.
