Office of the CFO
Acterys Planning Intelligence equips CFOs to plan, build, and scale seamlessly – uniting planning and analytics in one powerful platform. Brilliantly simple yet powerful, Acterys enhances Excel and Power BI with enterprise-grade write-back and workflow capabilities.
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Acterys Planning Intelligence
Centralized Financial Planning & Reporting
A unified platform integrating Power BI and Excel to streamline budgeting, forecasting, and reporting, eliminating fragmented tools for improved efficiency
AI-Driven Prescriptive Analytics for Smarter Decisions
Leverage predictive analytics and AI-powered insights to uncover trends, mitigate risks, and enable proactive, data-driven strategies
Plan Creation - Scalability and Flexibility for Every Business
Seamlessly scale to support organizations of any size, with customizable workflows and dashboards tailored to unique needs
Collaborative, Real-Time Planning
Enable real-time collaboration with direct write-back capabilities, fostering alignment, improving accuracy, and driving faster, more informed decision-making across teams
Redefining what’s possible
The Acterys Planning Intelligence solution brings enterprise-grade write-back and Workflow enhancements to Power BI and Excel with sophistication, simplicity and elegance.
Traditionally, a standard Power BI architecture flows one way: disparate data feeds into a centralized data warehouse or reporting environment, and end-users consume static reports or dashboards. But with Acterys in the mix, this architecture transforms write-back, and workflow capabilities supercharge the environment, turning Power BI into a two-way street – unlocking structured flexibility across your entire organization.
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.
Reclaim Lost Time and Accelerate Time to Value
Empower your team to quickly design and manage business models, reducing cycle times. Create unlimited data models from any source and accelerate the planning process with seamless integrations, reporting templates and real-time insights.
Acterys Modeller is the only cloud-based, enterprise-ready solution that automates data integration and running workflows for all aspects of FP&A (Financial Planning & Analysis) in Power BI & Excel.
Revolutionize Data Processing and Analysis
Acterys Planning Intelligence is a unified platform for data warehousing, analysis, and planning—no data transfers needed. Eliminate silos and ensure accuracy with seamless integration.
The Acterys Planning Intelligence solution brings enterprise-grade Write-back and Workflow enhancements to Power BI with sophistication, simplicity and elegance. Acterys Write-back also includes platforms like Microsoft Fabric to provide a more versatile and unified analytics experience.
Make Informed Decisions
Use AI-driven analytics to reveal patterns, identify trends, and get actionable insights. Optimize decisions, mitigate risks, and seize opportunities with prescriptive analytics.
Combine data from multiple sources through one-click automated integration to expand your team’s access to predictive modeling, planning and analytics capabilities.
Fast-track your planning, budgeting and forecasting processes
Use a unified platform for data warehousing, analysis, and planning—no data transfers needed. Effortlessly model business impacts, simulate scenarios, and test adjustments instantly.
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.
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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.
Case Study: Strategy First Finance Slashes Reporting Time by 75% with Acterys
Whitepaper: How Acterys provides value to the office of the CFO
Organizations struggle to integrate data from multiple sources for financial planning, S&OP, and data management, leading to siloed systems that hinder accurate reporting and forecasting. In this Whitepaper you’ll find out how Acterys solves these challenges.
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