Power BI Can Do More than Show You Numbers
Plan, Contribute & Act
With Acterys you get AI-powered enterprise planning, business modeling and governed write-back inside your Power BI, Excel and Microsoft Fabric. Plan, adjust assumptions, build new business apps and act, right where you already work.
Acterys for Finance
Acterys brings enterprise planning and governed write-back into Power BI while preserving Excel where Finance values it, so the broader business can contribute to the plan where they already analyze performance and Finance can manage the modeling, scenarios, workflow and financial depth behind it.
What breaks today
How you can solve it with Acterys
Planning inputs arrive through disconnected spreadsheets and side processes.
Governed write-back in Power BI. Broaden participation without another collection problem.
Finance can't answer "what if?" quickly enough due to iterations and cycle length.
Driver-based modeling and scenarios in Power BI and Excel. Model change before committing to it.
Version control and approvals become manual work.
Workflow, approvals, permissions and audit trail inside Power BI. Increase confidence and control.
Scale and maturity create planning complexity.
An end-to-end planning engine behind the input. Scale as complexity grows.
Acterys for Data Analytics & IT
Give Data & Analytics and IT governed Power BI write-back and a reusable platform for planning, data enrichment, workflow and business applications across Power BI and Fabric.
What breaks today
How you can solve it with Acterys
Business users leave Power BI when they need to contribute or plan.
Governed Power BI Write-Back. Keep contribution close to the data D&A already trusts.
Business context and data enrichment happen outside Power BI.
In-Report Business Input and Data Enrichment. Keep the data and business context together.
Every Power BI business-input request risks becoming another custom build.
A Reusable Write-Back and Application Foundation. Deliver more without becoming the permanent engineering team.
The Fabric investment can still stop short of broader business processes.
Extend Power BI and Fabric with Governed Write-Back and Process Depth. Get more business value from Microsoft investments.
Acterys for Sales & Operational Planning
Bring governed operational planning and write-back into Power BI so Demand, Supply, Sales, Operations and Finance can adjust the plan where they already review performance.
What breaks today
How you can solve it with Acterys
The operating plan leaves Power BI when someone needs to change it.
Planning and Governed Write-Back in Power BI. Plan where teams already understand performance.
The plan becomes stale while teams reconcile it.
Shared Scenarios, Workflow, Versions and Planning Intelligence. Respond while the change still matters.
Demand, Supply, Sales and Finance maintain different assumptions.
Cross-Functional Planning Models with Governed Contribution. Spend S&OP cycles making decisions, not reconciling versions.
A demand change creates downstream supply, inventory, capacity, resource and financial decisions.
End-to-End Planning Engine Behind the Power BI Experience. Understand the impact before committing the plan.
ENTERPRISE WRITE-BACK IN POWER BI, EXCEL & FABRIC
A Complete Planning Solution, End-to-End
Acterys brings governed write-back, planning and business applications to Power BI, Excel and Microsoft Fabric, so teams can plan, contribute and act where they already work without moving the process into disconnected tools. It combines familiar Microsoft experiences with the modeling, workflow, governance, AI and process depth required to run planning end to end, connect operational inputs to financial impact and scale the business processes that shape performance.
Act where you analyze
Update plans, forecasts and inputs in Power BI, with Excel available where it adds value.
Plans stay aligned
Finance, Sales and Operations work from the same assumptions inside Power BI.
Contribution stays governed
Permissions, workflow and audit trail stay attached as teams contribute.
Scale without rebuilding
Reuse the same Acterys, Power BI and Fabric foundation as needs grow.
See Acterys in action
See what your Power BI and Fabric can do with Acterys
Use the same governed foundation across Finance, Operations and other teams without building a different contribution layer for every requirement.
Planning, Budgeting & Forecasting
Extend Power BI and Fabric into distributed planning with governed models, versions, workflow and approvals behind the contribution experience.
Sales & Operations Planning
Support cross-functional planning across Sales, Demand, Supply, Operations and Finance using shared models, workflow and governed business input.
What-if Scenarios & Simulations
Let teams test alternative assumptions and see downstream impact through the same governed planning foundation.
Consolidation & Eliminations
Support multi-entity and multi-currency processes with hierarchy, currency and intercompany-elimination logic feeding consolidated reporting in Power BI.
Commentary & Data Enrichment
Let users add commentary, corrections, exceptions and master-data changes close to the governed data they already analyze.
Workforce Planning
Collect workforce assumptions across the business and connect them to governed planning models and financial impact.
Custom App Development
Reuse write-back, workflow, rules and app logic to build purpose-specific business processes through Power BI without recreating the infrastructure for every request.
AI Spend Planning & Control
Give Finance and IT a governed way to plan, monitor and act on AI spend and token usage through the Power BI they already use to track it, before the bill arrives, not after.
Azure Consumption Planning & Control
Turn Azure and cloud consumption from something you monitor into something you plan, forecast and control, right in your Power BI and Fabric environment
Predictive Analytics
Model changes in data in minutes and view them in real-time, helping you mitigate risk and simulate what-if scenarios quickly.
Meet our customers redefining planning in Power BI
AI-powered planning and analytics, with people in control
You don’t need AI making the decisions for you. With Acterys Planning Intelligence, teams across Finance, Operations and Data get AI-powered forecasting methods, anomaly detection and recommendation engine that surface what changed and what deserves attention.
Every input runs through the same governed process behind the input, so permissions, workflow and audit history stay attached. You remain in control of the judgement and final decisions.
Build and deploy custom business apps on the data you already trust
Go beyond planning. With Acterys, your teams can build purpose-built apps on Power BI and Fabric in hours, not months, with governed write-back, data enrichment and workflow built in. One-click integrations to your ERP, CRM and accounting systems, plus ready-to-use planning and reporting templates, mean you deliver new capabilities without becoming the permanent engineering team.
Bring the full power of Excel into Power BI
Modernizing planning doesn’t mean forcing everyone into the same experience or making Excel the enemy. With Acterys SmartXL, your teams keep the familiar Excel experience inside Power BI, working against the same governed planning data
Recognized Leader 4 years running in Enterprise Performance Management
In the 2026 SoftwareReviews (Info-Tech Research Group) EPM Data Quadrant, Acterys earned the category’s highest score from verified end-user reviews, ranking #1 for Budgeting & Forecasting, Financial Reporting & Consolidations.
Acterys was also chosen by Microsoft over 25 competitors to embed in Dynamics.
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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.