Unparalleled Analytics & Planning For xero, xpm and workflow max

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

    • Finance Dashboard

    Analytics And Planning For Xero 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:

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    Serious XPM Business Intelligence

    Acterys Apps for Practice Manager 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.

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    Flexible Xero Practice Manager 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.

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    Publish Visually Stunning XPM 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.

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    Effective XPM Company Consolidation

    Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited XPM 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 XPM

    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.
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    Effective Planning & Modelling With XPM

    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.

    acterys modeller

    Effective Planning & Modelling With XPM

    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.

    How To Connect

    After your onboarding session when you have registered at the ACTERYS site app.acterys.com, you will see this screen:

    model connector

    Click on “Add Model” to link your XPM 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.