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Acterys

Acterys

Finance · acterys.com/

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Overview

Acterys is a budgeting and forecasting software integrating with Microsoft Power BI and Excel. Key features include dynamic financial planning, write-back functionality, and flexible financial modeling. Additionally, Acterys offers data consolidation features, including intercompany account mapping and transaction-level drill-down. Pros Flexible financial modeling Intercompany account mapping Integrates with Microsoft Power BI and Excel Cons Feature set may be overwhelming for new users Complex setup Occasional challenges with write-back feature Key capabilities include Additional Functionalities.

The problem Acterys solves

Finance teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility. Acterys is relevant because the researched review explains acterys is a budgeting and forecasting software integrating with microsoft power bi and excel. Buyers should validate current pricing, integrations, data handling, and implementation fit before committing.

Best for

  • Medium to large businesses that use Microsoft Power BI and Excel extensively. Best serves organizations in retail, IT, and professional services with annual revenues ranging from $10 million to $1 billion.
  • Teams that need documented workflow capabilities and fit guidance
  • Organizations willing to validate implementation and plan limits

Not a fit if

  • Teams seeking a workflow outside the product's documented focus
  • Teams requiring pricing or capabilities that the reviewed page does not document
  • Organizations that cannot validate implementation effort or vendor claims

Why it’s listed

  • Adds a distinct finance workflow to the directory
  • The review includes an overview, pros, cons, target market, feature details, and pricing context
  • Vendor and independent review links are retained for verification

Pricing

Free trial or entry option

Free

The reviewed page identifies a free trial or entry option; confirm its duration and limits.

  • Additional Functionalities
  • Data Visualization: Includes dynamic charts, dashboards, graphs; users can generate custom visualizations.
  • Financial Modeling: Supports what-if scenarios and complex calculations.
  • Integrations: Syncs with ERP, CRM, and accounting systems like QuickBooks Online , Xero , and Dynamics 365
  • Multi-Currency and Multi-Entity Support: Handles consolidations across entities for global organizations.
  • Scenario Planning: Predicts financial outcomes through simulations and scenario planning.
  • Planning/writeback via Power BI
  • Built on Microsoft technologies SQL Server, Power BI, Excel

Starting plan

$99 per month

SoftwareConnect publishes a price point of 99 USD in the reviewed pricing section; confirm billing period and limits.

  • Additional Functionalities
  • Data Visualization: Includes dynamic charts, dashboards, graphs; users can generate custom visualizations.
  • Financial Modeling: Supports what-if scenarios and complex calculations.
  • Integrations: Syncs with ERP, CRM, and accounting systems like QuickBooks Online , Xero , and Dynamics 365
  • Multi-Currency and Multi-Entity Support: Handles consolidations across entities for global organizations.
  • Scenario Planning: Predicts financial outcomes through simulations and scenario planning.
  • Planning/writeback via Power BI
  • Built on Microsoft technologies SQL Server, Power BI, Excel

Plan 2

$99 per month

SoftwareConnect publishes a price point of 99 USD in the reviewed pricing section; confirm billing period and limits.

  • Data Visualization: Includes dynamic charts, dashboards, graphs; users can generate custom visualizations.
  • Financial Modeling: Supports what-if scenarios and complex calculations.
  • Integrations: Syncs with ERP, CRM, and accounting systems like QuickBooks Online , Xero , and Dynamics 365
  • Multi-Currency and Multi-Entity Support: Handles consolidations across entities for global organizations.
  • Scenario Planning: Predicts financial outcomes through simulations and scenario planning.
  • Planning/writeback via Power BI
  • Built on Microsoft technologies SQL Server, Power BI, Excel
  • Cloud, on-premise and hybrid deployments

Features

Additional FunctionalitiesDocumented in the SoftwareConnect review.
Data Visualization: Includes dynamic charts, dashboards, graphs; users can generate custom visualizations.Documented in the SoftwareConnect review.
Financial Modeling: Supports what-if scenarios and complex calculations.Documented in the SoftwareConnect review.
Integrations: Syncs with ERP, CRM, and accounting systems like QuickBooks Online , Xero , and Dynamics 365Documented in the SoftwareConnect review.
Multi-Currency and Multi-Entity Support: Handles consolidations across entities for global organizations.Documented in the SoftwareConnect review.
Scenario Planning: Predicts financial outcomes through simulations and scenario planning.Documented in the SoftwareConnect review.
Planning/writeback via Power BIDocumented in the SoftwareConnect review.
Built on Microsoft technologies SQL Server, Power BI, ExcelDocumented in the SoftwareConnect review.
Cloud, on-premise and hybrid deploymentsDocumented in the SoftwareConnect review.
Connect to any source systemDocumented in the SoftwareConnect review.
A platform that exactly matches your planning and forecasting processesDocumented in the SoftwareConnect review.

Pros & cons

Pros

  • Flexible financial modeling
  • Intercompany account mapping
  • Integrates with Microsoft Power BI and Excel

Cons

  • Feature set may be overwhelming for new users
  • Complex setup
  • Occasional challenges with write-back feature

What the record shows

—/5
No reviews yet aggregated
SoftwareConnect review ↗Vendor website ↗

SoftwareConnect's researched review describes acterys is a budgeting and forecasting software integrating with microsoft power bi and excel.

Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.

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