Connect Accelo with Power BI
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Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly.- Cloud based data warehouse for 1-click import and modelling of your Accelo data.
- Ready-made, interactive dashboards & reports in Power BI Desktop and Excel to streamline your reporting and analysis processes around client and project management .
- Comprehensive planning functionality directly from Power BI (top down/bottom entry, visual planning, etc.) for easy tracking of KPIs.
Start Accelo Power BI Integration to Amplify Your Business Planning & Analytics
Watch How to Connect Accelo with Power BI & Excel using Acterys
Connect Accelo with Power BI and get in-depth insights around your business KPIs to ensure a better client experience. See performance loopholes, business unit productivity lags, and client satisfaction reports in Power BI and Excel using Acterys. Improve business decision making and create reality-focused strategic plans through Acterys unparalleled planning features. Perform real-time reporting and analysis with two-way writeback functionality for all your Accelo reports.
Why Integrate Accelo with Power BI using Acterys?
Acterys is an integrated xP&A platform that adds expanded reporting, planning & consolidation functionality to all your Accelo reports, allowing you to perform continuous planning, forecasting, and aligning business objectives across departments.
With Acterys, you get all your business planning requirements fulfilled on a single, powerful xP&A platform.
Serious Analytics For Accelo
Acterys Apps for Accelo provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. You can customize and extend the model exactly to your needs e.g. account mappings, KPI’s, etc. and add nearly any other data source (CRM, POS, Inventory, etc.).
Stunning Reports & Dashboards
The Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau) and the powerful Acterys Excel Add-in. The easiest way to build dynamically updating reports, planning and forecasting forms exactly as needed with a live read/write connection to every detail from your Accelo data.
Versatile Planning & Forecasting
Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.
Effective Accelo Company Consolidation
Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Accelo companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.
Customer Testimonials About Acterys Accelo to Power BI Integration
Start planning and budgeting based on data models created automatically with your Accelo data in Acterys. Use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.
Add Any Source
In addition to Acterys Connectors to other accounting and SaaS sources the Premium Edition enables you to add any data source the easiest way with the unique Cube Wizard.
Build Your Own Models
Acterys Apps come with ready made models for reporting, consolidation and planning. For those that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.
What is Accelo?
Accelo is a client work management solution that help businesses manage their professional services and optimize financial performance. Their products include a CRM, project management, and billing and invoicing software. Accelo’s empowers organizations to increase process efficiency and optimize their workflows for delivering better client satisfaction rates.
- Accelo's CRM features make it easy to keep track of customer behavior and preferences, which can help you provide more personalized service.
- Accelo's powerful reporting features can help you identify any potential problems early on, so you can take corrective action quickly.
- You can track deadlines, tasks, and progress updates in one place, so you always know where your project stands.
- You can track customer interactions and communications history, as well as notes and tasks related to each customer.
How To Connect Accelo with Power BI Using Acterys?
After your onboarding session when you have registered at the Acterys site app.acterys.com, you will see this screen:
Click on “Add Model” to link your Accelo company file with Acterys. This process will create cloud-based relational (based on MS SQL Server) and a multi-dimensional data model with your data.
Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.