Revolutionize Your Financial Modelling in Excel with Acterys Excel Add-in

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Excel New

Better Planning & Modelling in Excel

Spreadsheet flexibility on a governed, central source

  • Excel is a fantastic tool but needs to be used in the right way where data and presentation is clearly separated and part of a governed process.
  • The Acterys Add-in offers you the flexibility to set up reports, planning forms, etc. exactly as you need them connected to a central server model.
  • This enables unlimited users to effectively participate in reporting and planning processes without the hassle of having to manually maintain spreadsheets.
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Acterys Excel Add-In for Planning, Modelling, & Data Management

management
Planning to
Server

Enter planning scenarios and write back from standard Pivot Table or Acterys Excel formulas to central data models in (Azure) SQL Server or Power BI.

management
Governance and Audit
Trails

Easy to use Wizards to exactly specify what your users can do. Detailed audit trails to easily track errors and unintended entries.

System managment
Unparalleled
Planning

Get Acterys planning and write-back features: > top down
> driver based
> integrated planning and many more with our Excel-add in tool

checklist
Flexible
workflows

Automate report and planning form distribution as Excel file or PDF.

Why Excel Add-in?

The Acterys Excel Add-in solution enables users to manage planning processes with major ERP, accounting, SaaS and Power BI datasets with spreadsheet ease.

  • Analytics & Planning for nearly every ERP/Accounting and SaaS system
  • Add/edit new models as required e.g. new scenarios, mappings, etc.
  • Unparalleled planning capabilities
  • Dynamically link data from multiple sources with your data warehouse
workflow max
Hubspot
Sage
dear systems
Myob
microsoft dynamics 365
Microsoft Dynamics GP

REVIEWS

Customer Testimonials

“We tested all alternatives: the only solution that really works seamlessly with Power BI is Acterys”
Karl Nixon
Karl NixonCFO, Interiorco Ltd
“Super smooth, quick implementation of reporting, planning and consolidation for our 30 global entities”
Antoine Meunier
Antoine MeunierInvestment Manager, Worms Safety
“We couldn’t believe how quickly we had results that were perfectly integrated with our existing processes.”
Lisa Tapp
Lisa TappCFO, San Antonio Museum
"Our forecasting process was reduced from 3 weeks to 4 hours"
Khaled Chowdhury
Khaled ChowdhuryFP&A Manager, KMG Inc.

Frequently Asked Questions

The Acterys Excel Add-in solution can be installed with any Excel 365 Edition or Excel >= Version 2016. The excel plugin is part of an Acterys subscription and will work with the Azure SQL Server edition that comes with Acterys, your own Azure SQL tenant or on premise SQL Server.

Acterys Excel Add-in solution is a planning and management plugin that allows users to easily analyze, plan, and manage their data, automate their reports by adding forms, and to write-back data from excel to central data models like in SQL or Power BI.

Pricing for Acterys  starts at USD $168 per month. For further details please visit our pricing page 

With the Excel-Add-in installed users can write-back from any pivot table that is linked with an  Acterys model on SQL Server or Power BI. In addition you can use write-back enabled cell formulas that send back the entered value to the server without overwriting the formula.

From 20 years experience implementing analytics and planning solutions we were looking for an easier more automated way to integrate data sources and provide easy editing options for business users.

We are always looking for outstanding analyics and planning specialists as well as .NET and Java developers. Please send us a contact request.