Acterys for CFOs and Finance Leaders
With Acterys, you can broaden participation in the plan through governed planning and write-back in Power BI while preserving Excel where Finance values it. Your team keeps control of the models, scenarios, workflow and the financial depth behind the process.
Plan, forecast and respond to change with the flexibility your teams need and the governance Finance requires.
Plan where your teams already work, and keep Finance in control
When the assumptions behind the plan come from across the business, Finance ends up chasing spreadsheets and reconciling versions instead of steering performance. Acterys closes that gap, so forecasts involve the business, are trustworthy and owned by Finance.
Make planning easier to contribute to, adapt and control
Use Acterys across Finance and the business
Start with planning in Power BI, then extend the same governed foundation across the business processes, inputs and applications that shape performance.
Planning, Budgeting & Forecasting
Extend Power BI and Fabric into distributed planning with governed models, versions, workflow and approvals behind the contribution experience.
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.
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.
Case Study: Strategy First Finance Slashes Reporting Time by 75% with Acterys
Run the real planning process behind every input
Getting business input into Power BI solves an important contribution problem, but data entry isn’t enough to run a complete planning process.
With Acterys, your Finance team runs the process behind planning and write-back in Power BI, with the financial models, drivers, scenarios, versions, workflow, approvals, permissions, business rules, audit-trail and consolidation that an end-to-end planning system needs from contribution through to decision.
Your business teams get a familiar place to contribute, and your Finance team gets the governed planning system behind it.
You shouldn’t have to choose between Power BI and Excel
Modernizing planning does not mean forcing every user into the same experience or making Excel the enemy.
With Acterys, you can bring planning and write-back into Power BI while preserving Excel where Finance values it. Your business teams can contribute through Power BI, while Finance chooses the experience that works for your planning process, all against governed planning data.
With Acterys SmartXL, your Finance team can work in a familiar Excel experience without breaking the process into disconnected tools.
See how business decisions affect the broader financial plan
Revenue, OPEX, Workforce, CapEx and operational assumptions do not exist in isolation. Changes in one area can have downstream effects across the financial plan.
With Acterys, you can carry those inputs into broader financial models and reporting, including P&L, balance sheet, cash flow and management consolidation.
Your Finance team can understand the impact of changes across the business while keeping the underlying data, assumptions and planning logic governed.
Use AI to surface what deserves Finance’s attention
Finance doesn’t need AI making the decision. It needs help finding what changed, where to look and which assumptions deserve attention.
With Acterys Planning Intelligence, your Finance team can use forecasting methods, anomaly detection and recommendations to spend less time finding issues and more time understanding the drivers and applying judgment.
Your Finance team stays in control of the assumptions, scenarios and final decisions.
Frequently asked questions
How does Acterys help CFOs with consolidation and planning?
Can Acterys improve forecast accuracy and reduce planning cycles?
Can multiple users plan and update data concurrently?
Is Acterys capable of handling multi-entity and multi-currency setups?
Yes. Acterys supports multi-entity consolidation, intercompany eliminations, and built-in FX conversions.
Does Acterys support driver-based or scenario-based forecasting?
Absolutely. Acterys includes powerful features for top-down/bottom-up forecasting, what-if analysis, and driver-based planning.
How does Acterys integrate with existing ERP or accounting systems?
Acterys Apps provide 1-click integration with systems like SAP, NetSuite, QuickBooks, Xero, Dynamics 365 and many others, pulling in structured data and enabling planning immediately.
What level of transparency and auditability does Acterys offer CFOs?
Acterys provides detailed audit trails, user rights management, and version control to ensure complete data integrity and transparency.
Can Acterys be used for board-ready reporting and visual storytelling?
Yes. Users can create dynamic, IBCS-compliant reports with rich formatting, KPIs, and visual storytelling directly in Power BI.
Can our Finance team work in both Power BI and Excel?
Yes. With Acterys, your business teams can contribute through planning and write-back in Power BI while Finance continues to use Excel where it adds value, working in the experience that best fits your planning process against the same governed planning data.
How can Finance use AI in planning with Acterys?
With Acterys Planning Intelligence, your Finance team can use forecasting methods, anomaly detection and recommendations to identify changes and areas that deserve attention. Finance retains control of the assumptions, scenarios and decisions that become part of your plan.
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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