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Join us Tuesday, Sep 26 for our live webinar, Financial Reporting & Planning in Power BI

Category: Xero

Excel, Featured, Xero

5 min read

Performing Xero Reporting Using a Modern Excel Add-in Solution

Discover how you can perform Xero reporting and planning without leaving the comforts of Excel while leveraging the capabilities of a CPM tool.

Acterys Apps, Agility Planning, Planning Process, Power BI, Power BI Sync, Xero

5 min read

How To Connect Dear Inventory to Power BI Desktop

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

Acterys, Acterys Apps, Agility Planning, Excel, Power BI, Power BI Sync, Xero

6 min read

DataDear Alternative: Excel Add-in for Xero Accounting

Over the past decade, there has been a lot of debate around Excel not being the optimal fit for recurring, standardized financial reporting, analysis, and

Acterys, Acterys Apps, Agility Planning, Excel, Featured, Planning Process, Power BI, Power BI Sync, QuickBooks, WorkflowMax, Xero

8 min read

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

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

Acterys, Acterys Apps, Agility Planning, Featured, General Business Intelligence, Netsuite, Oracle NetSuite, Planning Process, Power BI, Power BI Sync, QuickBooks, WorkflowMax, Xero

5 min read

How Accounting Firms Can Handle xP&A Scenarios with Acterys

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.

Acterys, Acterys Apps, Agility Planning, Excel, Power BI, QuickBooks, WorkflowMax, Xero

6 min read

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

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

Acterys Apps, QuickBooks, Xero

2 min read

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

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

Acterys Apps, Xero

5 min read

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

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

Acterys, Xero

4 min read

New Acterys Reporting Features for Xero, QuickBooks, HubSpot, Dear, MYOB

Following the tremendous success of these solutions with now more than 1000+ companies under management we have made significant improvements to all Apps (Xero, QuickBooks,

Power BI, Xero

2 min read

How To Do Consolidation With Xero Companies and Power BI

The Xero accounting system is getting widely accepted in larger companies with consolidation requirements for multiple entities. In this article I would like to explain how you can completely

Category: Xero

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