Acterys
What Is Acterys?
Acterys is the leading platform for dynamic Financial Planning & Analytics (FP&A) transformation with Power BI and Excel. It enables instant clarity for present & future through automating data Read more integration processes for major ERP and SaaS solutions. On top of the single version of the truth data model the solution offers out of the box templates for al areas of planning that can be easily customized by business users in their familiar environments like Power BI & Excel. Read lessWho Uses Acterys?
Main focus on finance, sales and marketing but suitable for every situation where users need effective data entry with top/down planning options and calculation models for multiple users.
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Acterys Reviews for Indian Users
Gaston
Great experience and ease to use tool for planning and budgeting
Comments: Support, training, consulting and a good team worried about a satisfied client for long term partnership relationship.
Pros:
Integration between ease to use tools like Excel and Power BI, so the user can use common financial tools and create stunning reports for Planning, Financial and Budgeting and control daily basis operation, with a great write back to a consistent model as a backend system. The integration with Financial systems like ABC, QuickBooks Online, and Xerox is a good tool.
Cons:
Some financial basic knowledge that the user need as a pre requisite. In that case the user can ask for training, webinars or support.
Managility Response
4 years ago
Gaston, Thank you for the kind review of Acterys! Just one little addendum: the accounting system supported with a one click connector is Xero not Xerox.
John
Alternatives Considered:
Great, affordable solution
Comments: Really a great solution that has allowed us to level up our QB-based reporting. I am still astonished by its affordability.
Pros:
The use case (for us) was very QB specific, but we were not able to resolve this with any other tool without a bunch of custom modeling. Acterys offers an incredibly easy and affordable solution.
Cons:
No endpoint for refreshing datasets (that I'm aware of); also, PKs seem to be regenerated with each refresh, which can be a pain.
Jonnie
Alternatives Considered:
Enhanced and flexible BI Writeback Planning Features from within Power BI
Comments: Integrating Acterys with Power BI allowed us to replace an antiquated and cumbersome spreadsheet-based process with an online, real-time, dynamic process.
Pros:
The built-in Writeback functionality and tight integration with the Microsoft Power BI platform enabled us to deliver a full Planning/Budgeting/Forecasting solution to our Users in weeks instead of months.
Cons:
There are a few quirks and gotchas with using the Writeback to the Cube. Even after we thought we'd figured out all the details, they seem to come back to haunt us periodically.
Mario
Alternatives Considered:
Acterys Reporting using Power BI
Comments: The whole team were more than willing to assist whenever and where ever they can.
Pros:
Drill down to transaction level from high level Income/Balance Sheet/Cash Flow statement
Cons:
Setting up the consolidation model and the mapping and calculation of the intercompany accounts
Thom
XP&A in a Day
Comments: Solution fully integrated in Power BI, MS Excel and finally MS Azure/SQL Server, really seamlessly built on Microsoft technologies. Can be also setup OnPrem, which was one of our requirments. Extremely fast, performant write-back engine.
Pros:
It took us literally only one day to implement an integrated financial planning model (PL, BS, CF) based on our existing Power BI reports. Fully parameterized simulation, budgeting, and rolling forecast. We could easily leverage from exisiting demo templates Acterys is packaged with. We could easily enhance our initial planning model to any further xP&A planning requirements by adding and connecting additional planning cubes.
Cons:
Acterys provides really an overwhelming set of features, which could be challenging for beginners. But there's a great support team and the help file/Wiki with best practice samples and templates finally helping in any such situation.
