AI TOOL PROFILE
Acterys: Enterprise Data Planning & Data Intelligence Solutions
- Data and Analytics
- Business Intelligence
- CFOs
- Finance professionals
- Data and technology leaders
- Mid-market companies
- Enterprise companies
Pricing
Pricing is tiered into Essentials, Pro, and Premium packages based on feature sets and storage limits. Volume licensing is available via Enterprise Agreements. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- CFOs, Finance professionals, Data and technology leaders, Mid-market companies, Enterprise companies
- Key use cases
- Budgeting and Forecasting, Sales and Operations Planning, Workforce Planning, Financial Close and Consolidation, Cash Flow Forecasting
- Integrations
- Microsoft Power BI, Microsoft Excel, Microsoft Fabric, Azure AI, SAP
- Official website
- Visit acterys official website
How AI is used
Acterys is a planning and analytics platform designed for the Microsoft ecosystem, integrating with Power BI, Excel, and Microsoft Fabric. It supports data write-back, which allows users to input and adjust planning figures directly within their dashboards.
The platform is designed for finance professionals, data leaders, and operations managers. It uses a no-code interface and guided wizards to help users build data models and forecasts without requiring advanced programming skills.
It supports predictive analytics and scenario modeling to help teams analyze the potential impact of business changes. The platform also provides pre-configured templates and apps for common financial and operational workflows.
Buyers should confirm which package they need, as specific features like Smart XL—which provides Excel-like functionality inside Power BI—are available in the Premium tier.
Key Features
Smart Write-back
Allows users to enter and modify planning data directly within Power BI visuals.
AI-Driven Forecasting
Supports predictive analytics and forecasting through integration with Azure Machine Learning.
Smart XL
Provides an Excel-like interface and functionality directly within Power BI.
No-Code Modeler
Provides a low-code environment for business users to create data models and planning forms.
Excel Add-in
Allows users to interact with the planning engine from within Microsoft Excel.
Data Governance
Includes version control, audit trails, and role-based access controls.
Use Cases
Budgeting and Forecasting
Centralizing financial planning processes to create a single source of truth for budgets.
Sales and Operations Planning
Consolidating production, sales, and finance data to coordinate strategic business plans.
Workforce Planning
Allocating labor hours and forecasting wages across different business locations.
Financial Close and Consolidation
Supports data loading and validation for the month-end closing process.
Cash Flow Forecasting
Maintaining a centralized view of capital inflows and outflows in real time.
Integrations
- Microsoft Power BI
- Microsoft Excel
- Microsoft Fabric
- Azure AI
- SAP
- Oracle NetSuite
- Workday
- ADP
- Dynamics 365
- Xero
- QuickBooks
FAQ
What is 'write-back' in Acterys?
- Write-back allows users to enter and modify data directly within a Power BI report or dashboard, reducing the need to update a separate source file and refresh the report.
Do I need coding skills to use Acterys?
- No, Acterys is a no-code/low-code platform designed for business users, utilizing guided wizards and pre-built templates.
Which Microsoft tools does Acterys integrate with?
- It integrates with Microsoft Power BI, Excel, Microsoft Fabric, and Azure AI.
Is Acterys suitable for small businesses?
- Yes, the platform serves a range of customers from small and medium-sized businesses to global enterprises.
Source category: Data & Analytics
Source subcategory: Business Intelligence
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