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    How it Works

    Explore how Acterys xP&A Suite delivers tailored unparalleled planning &
    analytics solutions for any source both on-prem & on the cloud.

    Consolidate & Build Fast

    Connect to any source, consolidate
    instantly, and get editable, best-practice
    models for analysis

    Plan with Power BI

    8 purpose-built Power BI
    custom visuals for writeback-enabled
    planning with ease

    Plan-Enable Any Source

    Plan-enable ANY Power BI model,
    sync with data warehouse, distribute
    as PDF, & more

    Plan With Excel

    Planning & reporting in your
    favorite Excel, while connected to a
    central server model.

    Reporting Made Visual & Easy

    5 Power BI custom visuals to build professional financial reports with custom calculations, comments & visualizations according to IBCS

    Acterys Apps

    Connect data sources in minutes. Business logic, reports, planning forms, and more, configured right out of the box.

    End-to-end Apps
    Oracle NetSuite

    QuickBooks
    Dynamics 365
    Xero
    HubSpot
    Stripe
    View All Preconfigured Apps for Power BI

    Planning, Budgeting & Forecasting

    Align plans, budgets, and forecasts with business strategy collaboratively

    Sales & Operations Planning

    Build integrated plans to align the entire organization with business strategy

    Financial Close & Consolidation

    Automate financial consolidation to close books seamlessly

    Workforce Planning

    Close talent gaps to build and empower your workforce strategically.

    Cash Flow Forecasting

    Build a holistic view of cash flow and ensure accurate projections

    Predictive Analytics

    Get highly accurate predictions powered by ML& AI

    Accounting Practices

    See how accounting firms can
    transform FP&A processes with
    Acterys​

    Government Departments

    See how government departments are
    driving xP&A transformation with
    Acterys.

    Private Equity Firms

    See how PE firms are managing
    diversified portfolios with Acterys

    Hospitality Industry
    Procurement Performance
    Management
    Local Government
    Financial Services
    Financials of a Public
    Company
    View all Rapid Results Packs
    Logistics & Distribution

    Resources
    FP&A Solutions Showdown: Comparing the Top 10 Tools
    See the Top FP&A Tools
    American Tire Distributors Replaces Excel & Legacy CPM Applications with Acterys for its Planning and Analytics Processes
    Customer Success Story
  • Customers
    Customer Success Stories

    Read how businesses worldwide are benefiting from Acterys’ solutions.

    Support

    Get in touch with our customer support for help with anything.

    Customers by Industry

    See Acterys' customers in different industries spread across multiple regions.

    Resources
    5 Best Practices for Planning. Budgeting & Forecasting
    Download White Paper
    The FP&A Market Guide to 3rd Generation FP&A Tools
    Read the Report
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    Get the best insights and tips on everything extended planning & analytics, Power BI, Excel, & more.

    Webinars

    See all our upcoming & on-demand events & webinars

    Video Library

    Extensive video resources on Acterys features and capabilities.

    White Papers & Documents

    High-quality, information-packed documents on various xP&A use cases.

    Acterys Bites

    Short excerpts on different flavors of CPM and xP&A by our in-house experts

    Resources
    Write-back Options in Power BI – Not Everything is Equal
    Read the Blog
    A Buyer’s Guide to Demand Planning Tools
    Read the White Paper
  • Company
    About Acterys

    See what Acterys is all about and its leadership behind its success

    Security at Acterys

    See all the stringent security measures we have to ensure customer data safety.

    Careers

    Check out all the open vacancies at Acterys. We are always hiring.

    Contact Us

    Get in touch with us to learn about our products and services.

    Resources
    Acterys Recognized as a Top-Rated Vendor in 2022 BPM Pulse Research
    Read the Announcement
    KMG eliminates menial spreadsheet tasks and reduces their cycle for preparing global forecasts to 1 day
    Customer Success Story
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    Our Partners

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    Become a Partner

    See why you should become an Acterys partner

    Resources
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Acterys Apps

Profit from end-to-end analytics and planning solutions with 1-click integrations to major accounting, ERP, CRM, and other systems that come packaged with a centralized data model and ready-to-use planning, reporting, and analytics templates.

Acterys Apps are More Than Just a Connector

Unlike a connector that only brings raw data tables from a source, an Acterys App includes:
  • A scalable data model optimized for analytics and planning purposes as a single source where the data from all the sources and companies you have added come together.
  • The relevant business logic like metrics, time intelligence, currency conversions, planning and legal consolidation workflows among others.
  • Interactive dashboards and best practice reports and data entry forms in Power BI & Excel.
  • The most comprehensive set of budgeting and planning features (detail, top-down, driver based, etc.) available on the market.
  • Workflows (approval, forecasting, budgeting, etc.), security and governance (e.g., access rights, audit trails, etc.)
 

All these can be extended and customized as per your needs.

Find the App You Need in the List

Accelo is a complete suite of marketing, sales, and project management platform that allows you to manage and gain complete visibility into your business performance right from the cloud.
Request Accelo App
ActiveCampaign is a cloud-based customer experience automation platform with sales and marketing automation, email marketing and CRM tools for small-to-mid-sized businesses to connect and engage with customers seamlessly.
Request ActiveCampaign App
Aha! is among the leading roadmap software designed for marketing teams and product managers to perform strategic planning, manage ideas in one place, and share it with stakeholders.
Request Aha! App
AroFlo is a robust job and staff management platform that enables owners, managers, and support teams to manage, schedule, and automate tasks across the project lifecycle.
Request AroFlo App
Asana is a comprehensive work management platform that allows teams to organize, manage, and track tasks through its web and mobile applications.
Request Asana App
AskNicely is a robust customer experience and success management platform that empowers businesses to ensure customer satisfaction and increase chances of referrals and repeat purchases significantly.
Request AskNicely App
Basecamp is an online project management and collaboration solution that enables teams to communicate on tasks, document progress, and manage projects effectively.
Request Basecamp App
BigCommerce is one of the premier cloud ecommerce platforms that allows SMBs to build, manage, and grow their online and mobile stores, facilitating higher sales with unparalleled customer experience.
Request BigCommerce App
Brightpearl is an end-to-end retail operations platform that allows retailers with accounting, order, inventory and warehouse management, reporting and planning, and real-time insights to deliver a fully integrated ecosystem.
Request Brightpearl App
CAKE from Sysco is a cloud-based Point of Sale (POS) platform that offers top-notch technology to help restaurants to deliver improved dining experiences to customers, both online and offline.
Request CAKE App
Campaign Monitor is an easy-to-use, powerful email marketing solution that provides marketing teams with all tools needed to create, send, automate, and analyze email campaigns.
Request Campaign Monitor App
Cin7 is an integrated cloud-based inventory management platform that comes with POS, inventory and warehouse management, ecommerce, and reporting features for effective order and stock management across multiple channels.
Request Cin7 App
Clover delivers a fully integrated, open-architecture POS solution that fosters profitable customer-business interactions through its web and mobile apps for business owners
Request Clover App
Constant Contact is a robust digital marketing platform that makes email marketing, customer relationship management, and campaign analytics fast and easy for non-profit and small businesses.
Request Constant Contact App
DEAR Inventory offers enterprise-level inventory and order management capabilities that facilitate key front and back-office operations. It helps SMBs with warehouse management, sales, purchasing, reporting, shipping, payment gateways, eCommerce integrations, and more.

Use Acterys App for DEAR Inventory to consolidate data related to different business functions and enable real-time planning and reporting capabilities in Power BI with 1-click integration.
Get DEAR Inventory App
Deputy is a simple yet powerful workforce management solution with rostering, timesheet & time clock, and employee scheduling features that help organizations to track and manage teams effectively.
Get Deputy App
Drip is an easy-to-use, robust marketing automation platform that enables marketing and sales teams, especially of ecommerce businesses, to organize, plan, and send automated messages to audiences in a highly targeted manner.
Request Drip App
Microsoft Dynamics 365 is a suite of business applications that combines the capabilities of ERP and CRM components with its AI and productivity tools to deliver an integrated platform for managing every aspect of your business.

Use Acterys App for Dynamics 365 to consolidate data from its different application systems and enable real-time planning and reporting capabilities in Power BI or Excel with 1-click integration.
Get Dynamics 365 App
Facebook is a leading online social networking website that allows people to connect and share information with their loved ones while allowing marketers to advertise based on people’s interests.
Request Facebook App
FastSpring is an ecommerce solution designed explicitly for software and SaaS companies that help manage subscriptions, payments, billing, compliance, risks, and much more through a single platform.
Request FastSpring App
FreshBooks is a widely used cloud-based accounting software that millions of independent professionals and small business owners use to manage day-to-day invoicing, accounting, recurring billing, and payroll tasks.
Request FreshBooks App
Freshdesk is an online customer support solution that couples smart automation features with the standard helpdesk support to help businesses manage and improve customer engagement exponentially.
Request Freshdesk App
GetResponse is a comprehensive digital marketing solution that provides email marketing and campaign management capabilities to help businesses boost sales, grow audiences, and keep customers engaged.
Request GetResponse App
GitHub is an online code hosting platform for software development that provides distributed version controlling and team collaboration capabilities to help users work on projects together using the Git repository.
Request GitHub App
Harvest is a time tracking solution that offers team management, time and expense management, invoicing and scheduling capabilities to help organizations track progress and send invoices to freelancers and service-based businesses.
Request Harvest App
HubSpot offers a complete CRM platform that helps marketing and sales teams to collaborate effectively and boost your company’s growth and revenues. It combines marketing, sales enablement, customer service, and content management to offer an integrated solution to businesses of all sizes.

Use Acterys App for HubSpot to consolidate marketing, sales, and customer data and enable real-time planning and reporting capabilities in Power BI with 1-click integration.
Get HubSpot App
Infusionsoft offers a suite of marketing and sales automation solutions that includes ecommerce, marketing automation, CRM, sales pipelines management, and other features to help companies save time and grow sales.
Request Infusionsoft App
Insightly is a modern CRM solution for small businesses that helps integrate marketing automation, sales enablement, and customer success management activities into a unified, cloud-based platform.
Request Insightly App
Instagram is a popular online social media platform that allows users to share photos and videos as well as interact with friends and celebrities on their profiles. Use Acterys App for HubSpot to consolidate marketing, sales, and customer data and enable real-time planning and reporting capabilities in Power BI with 1-click integration.
Request Instagram App
Intercom is an integrated marketing, sales, and support solution powered by an intelligent bot algorithm that engages customers, sends targeted messages automatically, and helps convert visitors into prospects.
Request Intercom App
Katana is an easy-to-use, intuitive manufacturing ERP platform that helps organizations manage various aspects of supply chain management, such as order management, inventory and warehouse management, production scheduling, and much more.
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Kounta is a cloud-based flexible POS web and mobile application for bars and restaurants that stores data centrally and makes it accessible from anywhere, whether online or offline.
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Lightspeed Retail is an integrated POS and ecommerce platform that provides retailers a unified solution with order and payment processing, inventory management, customer analytics, accounting, and several other features.
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LinkedIn is a popular social media networking site that helps professionals to learn skills and connect with businesses and enables companies to secure the right talent for relevant jobs.
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Magneto is an open-source web development platform that allows building ecommerce/online stores and provides powerful SEO, marketing, catalog management and shopping cart tools.
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Mailchimp is a unified marketing platform that helps you manage and automate all aspects of digital advertising and email correspondence with your leads, prospects, and customers.
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Mandrill is a powerful and reliable transactional email API that enables MailChimp users to send personalized, highly targeted messages to prospects and customers.
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MarketMan is a cloud-based supply and inventory management solution specifically designed to cater to restaurants with its order handling, food costing, order optimization, purchasing, budgeting, supplier management, and cataloging features.
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Marketo is an enterprise-grade marketing SaaS platform that allows B2B and B2C companies to manage and automate digital marketing campaigns and facilitates lead generation efforts.
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Monday.com is an intuitive work management platform that allows teams to assign tasks, design workflows, collaborate on projects, visualize data, and monitor progress in real-time.
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Headquartered in Australia, MYOB provides tax, payroll, bookkeeping, and accounting software that is suitable for businesses of all sizes. Its tools are available in online, cloud, and desktop versions.

Use Acterys App for MYOB to consolidate data from its different modules and enable real-time planning and reporting capabilities in Power BI or Excel with 1-click integration.
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Neto is a multi-channel B2B ecommerce platform that offers inventory management, POS, ecommerce, order management and fulfillment capabilities, all in a single solution.
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NetSuite is among the leading cloud-based business CRM, ERP, accounting, and eCommerce software. It enables organizations to manage a wide range of key business processes, such as tracking financials, managing inventory, maintaining CRM systems, hosting e-commerce store, and several others.

Use Acterys App for NetSuite to consolidate data from different business systems and enable real-time planning and reporting capabilities in Power BI or Excel with 1-click integration.
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Parsley is a recipe management and inventory tracking solution that helps restaurant managers and chefs manage kitchen operations seamlessly.
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Windcave, AKA Payment Express, offers secure payment solutions for retail, ecommerce, and unattended transactions to SMB and enterprises across the globe.
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NetSuite is among the leading cloud-based business CRM, ERP, accounting, and eCommerce software. It enables organizations to manage a wide range of key business processes, such as tracking financials, managing inventory, maintaining CRM systems, hosting e-commerce store, and several others.

Use Acterys App for NetSuite to consolidate data from different business systems and enable real-time planning and reporting capabilities in Power BI or Excel with 1-click integration.
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Pushpay is an online payment and reporting solution that helps centralize donations and payment operations for education institutions, churches, and schools.​
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QuickBooks is popular accounting software for small and medium businesses developed by Intuit. It allows tracking expenses, processing bills and business payments, customizing invoices, preparing taxes, and generating taxes, all from a single platform. It is available as both desktop and online app to help users manage accounting tasks from anywhere they prefer.

Use Acterys App for QuickBooks to consolidate data from unlimited QuickBooks entities and enable real-time planning and reporting capabilities in Power BI or Excel with 1-click integration.

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Revel is an iPad-based POS platform that integrates employee management, inventory management, customer channels and operations with POS data seamlessly in a visual dashboard.​
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Sage Intacct is a market leading cloud accounting platform that helps SMBs manage all aspects of their accounts and finances while providing automation capabilities for a range of basic and complex accounting processes.
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Salesforce is a market-leading CRM platform that offers a wide range of tools to enable sales, marketing, customer support, and IT teams to work together seamlessly and manage customers and partners effectively. ​
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SendGrid is a customer communication platform that provides a cloud-based SMTP service to help build and maintain your email infrastructure for exchanging transactional and marketing emails with customers.
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Shopify is a popular subscription-based, multi-channel commerce platform that enables businesses to design and develop online stores based on their brand and sell products both online and offline.
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simPRO provides cloud-based project and job management SaaS solutions to trade and service contracting companies that help streamline business operations and reporting. ​
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Slack is a messaging app that is designed for optimal team collaboration across multiple devices and puts together useful tools to further facilitate communication and project management.
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Square is a reliable digital payments solution that enables SMBs to accept payments through credit cards and use tablet computers as payment registers for a POS system.
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Storbie is an easy-to-use, no-code ecommerce platform designed to empower independent retailers and pharmacies to build online shops without any hassle. ​
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Stripe is a payment processing platform that enables online businesses to accept payments through its APIs for mobile apps and eCommerce websites. ​
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SugarCRM is a cloud-based platform that provides an all-in-one solution for account management, marketing and sales automation, and CRM needs and helps businesses manage customer lifecycle easily.
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SurveyMonkey is an intuitive online survey tool that enables businesses to gather customer and employee feedback by providing easy-to-use tools and templates to create, send, and analyze surveys.
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Tanda is a market-leading workforce management and timesheet platform that offers attendance-to-payroll integration, intelligent rostering system, selfie time clock, award calculator, and reporting tools.
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Teamwork is a project and work management software that allows users to track and schedule projects, better collaborate on team-based tasks, and deliver reports to stakeholders all from a central synchronized hub.
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Teamwork CRM provides all the tools marketing and sales teams need to manage leads and prospects, build sales pipelines, and provide greater visibility across all the sales processes. ​
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Teamwork Desk is a helpdesk and ticketing software that empowers support teams to cater to client requests quickly and deliver timely resolutions for optimal customer experience. ​
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Toast is a cloud-based restaurant management and POS platform that enables restaurant and bar owners to streamline operations, order and inventory management, loyalty programs, and sales and employee reporting. ​
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Todoist is a cloud-based task management and productivity solution that enables individuals and teams to work more efficiently, collaborate on tasks, and monitor progress from any device, from anywhere in the world. ​
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TouchBistro is an award-winning restaurant management and POS solution that provides all the features owners need to make routine restaurant operations simple and easy. ​
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TradeGecko is an automated order and inventory management platform designed for multi-channel and wholesale ecommerce businesses that want to manage every aspect of their online store from a single platform. ​
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Trello is a visual work management and collaboration tool that enables teams to plan and track work in a highly organized and productive way. Trello is a visual work management and collaboration tool that enables teams to plan and track work in a highly organized and productive way.
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Twilio is an API-based customer engagement and communications platform that allows businesses to create and integrate voice and SMS into applications. ​
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Twitter is a social media networking and news platform that allows people from across the globe to communicate and share news via short messages that might contain videos and pictures.​
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Typeform is a web-based platform that allows you to create anything from surveys to apps and collect and share information seamlessly in a code-free environment.​
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Unbounce is a landing page builder that provides drag-and-drop tools to help increase conversions from marketing campaigns and grow sales. ​
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Unleashed is a business management platform that provides businesses with real-time visibility of their inventory and warehouse and offers integration to a range of eCommerce, POS, and accounting software to provide an end-to-end solution. ​
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Upserve is a modern restaurant management solution that provides POS, inventory management, reservation system, and reporting features to help owners and managers run restaurants efficiently. ​
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Vend offers retail management and POS solutions that enable retailers to manage inventory, accept payments, sell products online and onsite, and get real-time reports for better business management. ​
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Vision6 is an Australia-based email & SMS marketing software that enables businesses to run full-fledged customized campaigns and analyze results to optimize performance and enhance sales opportunities. ​
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Vtiger CRM offers robust cloud-based Helpdesk and CRM solutions that enable organizations with seamless customer engagement across marketing, sales, and support. ​
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WooCommerce is a free, open-source ecommerce plugin for WordPress that allows merchants and online businesses to add ecommerce capabilities to their WordPress websites. ​
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WordPress is an open-source Content Management System (CMS) based on PHP and enables users to build and host websites through its template system and rich plugin architecture.
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WorkflowMax is a cloud-based project management software for small and mid-sized businesses. It offers a wide range of business management capabilities, such as invoicing, job monitoring, timesheets, project tracking, quote creation, reporting, and others. Use Acterys App for WorkflowMax to consolidate workflow and job management data and enable real-time planning and reporting capabilities in Power BI or Excel with 1-click integration. ​
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Adobe Workfront is a comprehensive web-based work management solution that offers enterprise-grade features for document management, issue tracking, portfolio management, and team collaboration.​
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Wrike is an easy-to-use yet powerful digital project management solution that helps teams plan and coordinate on projects and monitor progress via a simple, intuitive interface. ​
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Xero is a popular cloud-based accounting software trusted by over 400,000 businesses globally. It allows businesses to manage finances from anywhere and collaborate with bookkeepers and accountants seamlessly so that everyone has access to the right business numbers for smart decision making.

Use Acterys App for Xero to consolidate data from unlimited Xero companies and enable real-time planning and reporting capabilities in Power BI or Excel with 1-click integration.
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Xero Practice Manager (XPM) is a robust cloud-based tool for accounting practices and solo practitioners that allows managing Xero client jobs and workflows, tracking time, and billing all through a single system.

Use Acterys App for Xero Practice Manager to consolidate time tracking, invoicing, and client’s data in Xero and enable real-time planning and reporting capabilities in Power BI or Excel with 1-click integration.
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Yardi is a suite of real estate management software that offers accounting, property management, leasing, procurement, marketing, business intelligence, and many other solutions for both multinational enterprises and SMBs.
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Zendesk offers a suite of SaaS customer service and engagement solutions that help businesses with sales, customer support, and other forms of customer communications. ​
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Zoho offers a comprehensive set of cloud software and SaaS applications with over 40+ products powering sales, marketing, customer support, finance, team collaboration, and recruitment efforts across your business. ​
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