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Description

Acterys serves as a comprehensive platform designed for Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A), seamlessly working with Microsoft Azure, Power BI, and Excel. It streamlines the integration of pertinent data sources through connectors for various ERP, accounting, and SaaS solutions, allowing all CPM procedures to operate on a unified platform utilizing top-tier SQL Server technologies, whether in the cloud or on-premises. Users can take advantage of pre-built, customizable application templates that cover all facets of planning, forecasting, and consolidation. Furthermore, business users have the flexibility to tailor FP&A and CPM processes to meet their specific requirements, fully integrated with their daily productivity tools, ensuring a streamlined workflow that enhances efficiency.

Description

Boost your enterprise performance management through fast integration, real time reporting, and sophisticated planning tools. Organizations are becoming more complex. They require management of changing corporate structures, large amounts of data, and changing market conditions. Calumo, which provides automated reporting, planning and budgeting solutions, is now part of the insightsoftware family. It supports extended planning and analysis to improve corporate performance management. insightsoftware's strategy is a way to provide the best financial and operational reporting and planning solutions for all companies, regardless of size, ERP, EPM or reporting environment preferences.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

DEAR Inventory Yes 
Dynamics 365 Remote Assist Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
MYOB Yes 
MYOB Acumatica Yes 
Microsoft Power Query Yes 
NetSuite Yes 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
SAP Agile Data Preparation Yes 
SAP Business One Yes 
Storable Newbook No 
WorkflowMax Yes 
Xero Yes 

Integrations

DEAR Inventory No 
Dynamics 365 Remote Assist No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
MYOB No 
MYOB Acumatica No 
Microsoft Power Query No 
NetSuite No 
QuickBooks Accountants No 
QuickBooks Online No 
SAP Agile Data Preparation No 
SAP Business One No 
Storable Newbook Yes 
WorkflowMax No 
Xero No 

Pricing Details

$55.00/month/user
Main product is based on user per month pricing. Some elements per entity.
Free Trial Yes 
Free Version No 

Pricing Details

$1000 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FP&A Software

Founded

2018

Country

Australia

Website

www.acterys.com

Vendor Details

Company Name

insightsoftware

Founded

1993

Country

Canada

Website

insightsoftware.com/calumo/

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Data Discovery

Contextual Search Yes 
Data Classification Yes 
Data Matching Yes 
False Positives Reduction No 
Self Service Data Preparation Yes 
Sensitive Data Identification Yes 
Visual Analytics Yes 

Data Warehouse

Ad hoc Query Yes 
Analytics Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control Yes 
ETL - Extract / Transfer / Load Yes 
In-Memory Processing Yes 
Match & Merge No 

Master Data Management

Data Governance Yes 
Data Masking No 
Data Source Integrations No 
Hierarchy Management Yes 
Match & Merge No 
Metadata Management Yes 
Multi-Domain No 
Process Management No 
Relationship Mapping Yes 
Visualization No 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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