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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
Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.
API Access
Has API
Yes
API Access
Has API
No
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 Excel
No
Microsoft Power Query
Yes
NetSuite
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 Excel
Yes
Microsoft Power Query
No
NetSuite
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
No price information available.
Free Trial
Yes
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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
No
Vendor Details
Company Name
FP&A Software
Founded
2018
Country
Australia
Website
www.acterys.com
Vendor Details
Company Name
HealthPlotter
Founded
2013
Country
United States
Website
www.pivotxl.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
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
No
Tax Management
Yes
Budgeting
"What If" Scenarios
Yes
Asset Planning
No
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
No
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
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
No
Qualitative Analysis
Yes
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
No
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
No
Data Source Connectors
Yes
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
No
OLAP
Yes
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes