Acterys

What is Acterys and what does it do?

Acterys is a performance management and planning platform that integrates seamlessly with Microsoft Power BI and Excel, enabling organizations to automate reporting, forecasting, and analytics. It supports real-time data writeback, collaborative planning, and enterprise-grade data governance. In addition to core planning capabilities, Acterys incorporates advanced AI features—including predictive forecasting, Azure Machine Learning integration, and support for Microsoft Fabric Large Language Models (LLMs)—to empower intelligent, future-ready decision-making across all business functions.

Who uses Acterys and why?

Acterys is used by CFOs, finance professionals, data leaders, and departmental teams across enterprises and SMBs to unify and automate their planning and reporting workflows. It’s designed for users who want flexibility, scalability, and enterprise-grade analytics without needing advanced technical expertise.

How does Acterys integrate with Microsoft Power BI and Excel?

Acterys includes native Power BI visuals and Excel add-in that allow users to perform planning, writeback, and reporting directly within these tools. Smart XL even brings an Excel-like interface inside Power BI for advanced reporting and planning.

Is Acterys suitable for both SMEs and enterprise businesses?

Yes. Acterys offers flexible deployment options, including SaaS, hybrid, and on-premises setups, making it scalable and suitable for organizations of all sizes.

Does Acterys require coding knowledge?

No. Acterys is a no-code/low-code platform designed for business users. You can set up planning models, run forecasts, and build reports with guided wizards and pre-built templates—no programming required.

What makes Acterys different from other planning and reporting tools?

Acterys combines deep planning features, enterprise-grade security, and native integration with Microsoft Fabric, Power BI, and Excel. It’s designed for speed, ease of use, and complete data governance.

Can I try Acterys before making a purchase?

Yes. You can book a demo or start with a guided setup to evaluate Acterys’ capabilities.

Who can benefit from using Acterys?

Finance teams, department leads, data professionals, and business analysts across industries use Acterys to centralize planning, streamline reporting, and support strategic decision-making with real-time insights.