Discover how the San Antonio Museum of Art streamlined their financial planning and reporting with Acterys. Lisa Tapp, CFO and COO, shares how her nonprofit team needed a cost-effective solution for budgeting, projections, and cash flow reporting. After discovering Acterys while exploring Power BI tools, she found the perfect fit for their Microsoft ecosystem. Key Results:
- Reduced data export and import time from 1 hour to just 1 minute
- Cost-effective implementation designed for nonprofit budgets
- Seamless integration with Power BI, Excel, and SharePoint
- Hands-on customer service tailored to their unique accounting system
Now the team is using Acterys templates for cash flow, P&L, and balance sheet planning—with plans to unlock deeper data insights through Power BI integration.
