
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.
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Connect to any source, consolidate
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Plan-enable ANY Power BI model,
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Planning & reporting in your
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5 Power BI custom visuals to build professional financial reports with custom calculations, comments & visualizations according to IBCS
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Discover how you can perform Xero reporting and planning without leaving the comforts of Excel while leveraging the capabilities of a CPM tool.
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:
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
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
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.
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
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.
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.
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, HubSpot, MYOB, Dear Inventory) in particular the Power BI related Xero Reporting and Budgeting aspects. These include nearly all of the most asked for features on our Customer Success Platform and then some more.
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