Archives and interesting Publications about Xero

Performing Xero Reporting Using a Modern Excel Add-in Solution

May 19, 2022

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

How To Connect Dear Inventory to Power BI Desktop

February 1, 2022

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:

DataDear Alternative: Excel Add-in for Xero Accounting

January 26, 2022

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

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 xP&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 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.

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

August 18, 2020

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.

How To Do Consolidation With Xero Companies and Power BI

July 13, 2020

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

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FP&A Solutions Showdown: Comparing the Top 10 Tools

American Tire Distributors Replaces Excel & Legacy CPM Applications with Acterys for its Planning and Analytics Processes

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5 Best Practices for Planning. Budgeting & Forecasting

The FP&A Market Guide to 3rd Generation FP&A Tools

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Write-back Options in Power BI – Not Everything is Equal

A Buyer’s Guide to Demand Planning Tools

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Acterys Recognized as a Top-Rated Vendor in 2022 BPM Pulse Research

KMG eliminates menial spreadsheet tasks and reduces their cycle for preparing global forecasts to 1 day

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Write-back Options in Power BI – Not Everything is Equal

A Buyer’s Guide to Demand Planning Tools

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