Acterys Apps Archives

Acterys 2021 Recap: A Year of Dynamic Growth and Achievements

January 5, 2022

As we usher in 2022, we’d like to take a moment to proudly share all the achievements and milestones we accomplished in 2021. From seeing

Client Advisory Services Guide: Going Beyond the Transaction-Based Accounting

January 4, 2022

Today’s businesses are increasingly expecting accounting firms to be more than just number crunchers and report compilers. Research shows that 29% of clients expect to

How Accounting Firms Can Handle FP&A Scenarios with Acterys

January 4, 2022

Gone are the days when decision-makers relied on weekly or monthly installments of accounting data and used manual Excel-based planning processes for planning and forecasting.

Integrating FP&A Solutions with Accounting Services: Why it Makes Sense

December 23, 2021

Research indicates that the number of accounting firms looking to diversify their services from traditional bookkeeping and tax preparation to financial planning and advisory is

How to Implement Account Mappings and Sub Group Consolidation in Dynamics, Xero, QuickBooks & MYOB

February 12, 2021

A typical need for finance professionals is mapping accounts or other system entities (companies, products, contacts, etc.) in a different way than they are structured in their source system. Acterys provides a very simple way to do this either in Excel using the Acterys Excel Add-on or in the Acterys Modeller. Excel is typically the easiest option as you have all Excel features like copy/paste, drag and drop, validate, etc. at your disposal.

How Microsoft Team(s) Complements Power BI for Better Planning

January 21, 2021

Microsoft Team(s) and Power BI Enable Better Planning Planning in larger organizations is almost always a team effort. In this blog, I am covering how

How to Back Up Data For Xero, HubSpot, QuickBooks, MYOB, Salesforce, Dear Inventory

December 27, 2020

With cloud-based systems like Xero, QuickBooks, HubSpot, MYOB, Salesforce it is important to have a backup of all data. Not just as a safety precaution when the system is down but also for an easy migration to a new system. In the following step by step instructions, we demonstrate how you can achieve a backup in SQL Server with Acterys.

How To Connect Xero to Power BI Desktop

August 17, 2020

Acterys enables you to connect unlimited Xero companies within minutes to an optimal Power BI Desktop data model and an extensive set of Power BI dashboards and Power BI reports that cover all typical requirements:

Xero Group Consolidation & Reporting Multiple Accounts into Power BI and Excel

June 10, 2020

The Xero accounting system is getting widely accepted in larger organisations with requirements to create consolidated financial statements for multiple Xero companies. In this article I would like to explain how you can completely automate the consolidation process and add analytics options with Power BI or create dynamically updating reports in Excel.

Acterys 2019: A Year in Review

December 30, 2019

In 2019 we continued to execute on our vision end to end performance management for Power BI and Excel: handling 3-digit new customer numbers and a growth of 400% YOY meant dealing with a variety of real-life requirements that none of us could have originally predicted. In this context we would like to thank all of our customers who made it possible and embarked with us on this adventure of taking analytics and planning processes “to the next level”.

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Category: Acterys Apps