Unparalleled Analytics & Planning For Workflow max

Integration with Power BI
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  • Cloud-based data warehouse with your WorkflowMax data.
  • Ready-made, interactive dashboards & reports in Power BI Desktop and Excel.
  • Immediately usable with latest analytics tools like Power BI, Tableau and others

    • Analytics And Planning For Workflowmax And Practice Manager

    • Access and consolidate all your QuickBooks, Xero, WorkflowMax companies and other data sources with one click.
    • Profit from turnkey Power BI models & reports that are fully editable in Power BI Desktop.
    • Edit and customize your data model exactly to your needs e.g. Adding account mappings, metrics etc.
    • Comprehensive planning functionality directly from Power BI (top down/bottom entry, visual planning, etc.)

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    Benefits

    ACTERYS is an integrated platform that adds professional financial reporting, planning & consolidation functionality to Xero accounting and other solutions. All your requirements in one solution integrated with Power BI & Excel:

    Serious WorkflowMax Business Intelligence

    Acterys Apps for WorkflowMax provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. Integrating different accounting systems and nearly any other source: SaaS, databases, custom system, etc.

    Flexible WorkflowMax Reporting

    Using the ACTERYS Excel-Add in you can created reports and dashboards exactly as you need them with a live link to the “one version of the truth” Acterys model.

    Publish Visually Stunning WorkflowMax Dashboards

    The Acterys Apps enables you to design interactive dashboards using the market leading discovery tools (Power BI, Tableau) in minutes. These can include not just your accounting data but also any other relevant source for your organization.

    Effective Workflow Max Company Consolidation

    Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited WorkflowMax companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

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    Effective Planning and Modelling With WorkflowMax

    Advanced analytics, planning and budgeting have never been easier: 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.

    Effective Planning & Modelling With WorkflowMax

    Planning and budgeting have never been easier: 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.

    Effective Planning & Modelling With WorkflowMax

    Planning and budgeting have never been easier: 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.

    What is Xero?

    Xero is easy to use online accounting software that’s designed specifically for small businesses.

    • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
    • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
    • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
    • QuickBooks has all you need to run your business — including invoicing, paying bills, sales tax returns, reporting & more.

    Find out more or Try Xero Accounting Software for free.

     

    How To Connect

    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 WorkflowMax 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.