FP&A with Acterys in Power BI: Official Acterys Partner for Enterprise Financial Planning
Enterprise Planning Powered by Acterys
We leverage Acterys' award-winning platform to bring planning, budgeting, and forecasting directly into Power BI and Excel - where your teams already work. Cut budget cycles in half, eliminate spreadsheet chaos, and make confident decisions backed by real-time data.
Write-Back Planning in Power BI
Enter plans and forecasts directly in Power BI dashboards with Acterys Smart XL - bringing Excel's full power into your reports. No more export-edit-import cycles.
AI-Driven Forecasting
Leverage Azure Machine Learning and Acterys' predictive analytics to generate accurate forecasts automatically. Scenario planning with what-if analysis in real-time.
Unified Data Foundation
Connect directly to ERP systems, accounting software, and data warehouses. Acterys Apps provide 1-click integrations to NetSuite, Dynamics, QuickBooks, Xero, and more - creating your single source of truth.
Why Acterys Changes Everything
- Fast implementation - Launch enterprise planning in weeks with Acterys Rapid Results Packs - pre-built templates for budgeting, workforce planning, and financial consolidation
- Work where teams live - Plan and analyze directly in Power BI and Excel using native Acterys visuals and add-ins. No separate planning tool to learn or license
- Enterprise-grade security - Deploy on-premises, hybrid, or cloud with SOC 2 compliance. Your data stays where you need it - fully integrated with Microsoft Fabric and Azure
- AI-powered insights - Acterys CoPilot for FP&A brings conversational AI to your planning process - ask questions in natural language and get instant insights
- Proven at scale - Trusted by Disney, Heineken, Microsoft, and 1,000+ organizations. Microsoft's preferred solution - embedded in Dynamics 365
- Complete flexibility - No-code modeling with Acterys Modeller. Build custom planning apps and workflows without IT dependency - business users stay in control
Speed That Matters
AMAG Group cut their budget cycle from months to weeks. Acterys' collaborative platform enables real-time planning instead of endless email chains and spreadsheet shuffling.
From Spreadsheets to Intelligence
Eliminate version control nightmares. Acterys consolidates planning data from across your organization into live, governed dashboards that everyone trusts.
Built for Microsoft Stack
Native integration with Power BI, Excel, Microsoft Fabric, Azure AI, and Office 365. Acterys isn't bolted on - it's purpose-built to extend your Microsoft investment.
Production-Ready Scale
From Fortune 500 companies to mid-sized enterprises - Acterys powers mission-critical planning at scale. Built on proven Microsoft technology with global 24/7 support.
Related
Heineken, Bailie Gifford, Cygnum
Named customer outcomes including planning cycles reduced from 5 days to 2 hours and reporting 75% faster.
NetSuite Sync by Acterys
Feed NetSuite data into Power BI without ODBC. Proceptio's own product, used by Disney, Heineken, Bailie Gifford.
Enterprise AI Solutions
Azure Document Intelligence, GPT, and Claude AI integration with 95%+ accuracy.