Frequently asked questions
What is Acterys and what makes it unique?
Acterys is an end-to-end planning and analytics platform that unifies reporting, forecasting, and data management into one solution—deeply integrated with Microsoft Power BI, Excel, and Fabric.
Is Acterys suitable for non-financial teams?
Yes. While it’s widely used for financial planning, Acterys supports applications for HR, operations, logistics, procurement, and more.
How fast can I get started with Acterys?
Acterys offers rapid implementation using 1-click app integrations and pre-built templates. Most teams are up and running within days or weeks.
What types of businesses benefit from Acterys?
Organizations of all sizes—from small finance teams to multinational enterprises—use Acterys to centralize planning and streamline analytics.
How secure is Acterys?
Acterys is SOC II compliant and supports both cloud and on-premise deployments with role-based access controls, audit trails, and data encryption.
Can Acterys integrate with our ERP, CRM, or HRIS systems?
Yes. Acterys Apps support direct integrations with systems like SAP, Oracle NetSuite, Workday, ADP, Dynamics 365, Xero, and QuickBooks.
What is writeback and does Acterys support it?
Writeback allows users to input data directly in reports (e.g., Power BI). Acterys offers enterprise-grade writeback functionality with full auditability.
What deployment options are available for Acterys?
You can deploy Acterys fully on Azure, via a hybrid model, or on-premises, depending on your IT and compliance requirements.
Does Acterys support Microsoft Fabric and Fabric Databases?
Yes. Acterys supports native integration with Microsoft Fabric, including Fabric Databases, enabling AI-optimized, scalable planning apps.
Can I use Acterys for predictive forecasting and AI planning?
Absolutely. Acterys integrates with Azure ML and supports advanced planning scenarios using logic-driven modeling and machine learning.
Do I need to be a developer to use Acterys?
No. Acterys is designed for business users with no-code interfaces, smart wizards, and Excel/Power BI integration.
What kind of reports can I build in Acterys?
You can create dynamic P&L, balance sheet, cash flow, workforce plans, ESG dashboards, and any custom KPIs using Power BI or Excel.
What if I already have reports in Excel?
With Smart XL, you can migrate and extend your Excel reports directly into Power BI, enabling real-time collaboration and governance.
Does Acterys provide audit trails and version control?
Yes. Every data entry, change, and version is tracked to ensure compliance, traceability, and rollback capabilities.
Can we use Acterys for workforce or resource planning?
Yes. The Workforce Planning App allows allocation of labor hours, wage forecasting, and scenario modeling across multiple locations.
What industries use Acterys?
Acterys serves clients in finance, retail, manufacturing, logistics, consulting, government, and more—with tailored templates for each.
Can I automate reporting workflows with Acterys?
Yes. Acterys Power BI Sync supports scheduled exports, automated distribution, and integration with external warehousing tools.
How does Acterys support collaboration?
Through shared planning dashboards, threaded comments, approvals, and real-time updates—all controlled by role-based access.
What support does Acterys offer?
Acterys offers 24/7 global support, onboarding sessions, detailed documentation, and custom training programs.
How do I get started with Acterys?
You can book a live demo or start with an app trial. Deployment consultants can assist with setup, data mapping, and custom configuration.
Get started today
Let our experts show why Acterys Augmented Business Applications are the right fit to meet your financial reporting, analytics and consolidation needs.
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