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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

Data automation allows you to save time and allow you to analyze your entire business holistically. Transform insights into decisions and forecast with confidence. Finmark is used by hundreds of businesses from BILL to make faster financial decisions and better financial decisions. Finmark makes financial planning easy and saves you hours of data entry Finmark can provide you with the strategic insights that you need to make the best growth decisions. You can say goodbye to version control nightmares, and the hassle of chasing down data from different teams. Finmark provides a single source of real-time information to share and manage your financial plan with both internal and external stakeholders. You can easily collaborate, gather feedback, and share what each user requires while protecting sensitive information. Finmark integrates seamlessly with your entire stack to automatically reconcile your actuals. Integrations include Quickbooks & Xero accounting software, Stripe payment processors, and payroll such as Gusto & ADP.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
ADP DataCloud No 
DEAR Inventory Yes 
Dynamics 365 Remote Assist Yes 
Gusto No 
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 
SAP Agile Data Preparation Yes 
SAP Business One Yes 
Stripe No 
WorkflowMax Yes 

Integrations

QuickBooks Online Yes 
Xero Yes 
ADP DataCloud Yes 
DEAR Inventory No 
Dynamics 365 Remote Assist No 
Gusto Yes 
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 
SAP Agile Data Preparation No 
SAP Business One No 
Stripe Yes 
WorkflowMax 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

$50 per month
Free Trial Yes 
Free Version Yes 

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 No 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FP&A Software

Founded

2018

Country

Australia

Website

www.acterys.com

Vendor Details

Company Name

BILL

Founded

2006

Country

United States

Website

finmark.com

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

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

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