Analytics, Planning & Consolidation With Xero, XPM and WorkflowMax

  • Consolidate data from unlimited Xero companies and other sources
  • Ready made, interactive dashboards & reports in Power BI Desktop and Excel
  • Unparalleled consolidation, planning & forecasting features
  • A full backup of all your Xero data
Dashboard - Microsoft Power Business intelligence Planning Software | Bi Consulting Services | Acterys

SERIOUS BUSINESS INTELLIGENCE FOR XERO

  • Access and consolidate all your Xero, WorkflowMax companies and other data sources with one click
  • Profit from turnkey Power BI models & reports that are fully editable in Power BI Desktop
  • Edit and customize your data model exactly to your needs e.g. Adding account mappings, metrics etc.
  • Comprehensive planning functionality directly from Power BI (top down/bottom entry, visual planning, etc.)
  • Automated consolidation including inter company elimination, currency conversion etc. 

Watch How

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Benefits

ACTERYS is an integrated platform that adds professional financial reporting, planning & consolidation functionality to Xero accounting and other solutions. All your requirements in one solution integrated with Power BI & Excel:

quick start

SERIOUS ANALYTICS FOR XERO

Acterys provides you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. You can customize and extend the model exactly to your needs (account mappings, KPI’s, etc). and add nearly any other data source (CRM, POS, Inventory, etc.).

One Click accounting system integration

STUNNING XERO REPORTS & DASHBOARDS

The Acterys enables you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau, etc.). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your Xero data.

Automated Consolidation

VERSATILE PLANNING & FORECASTING

Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.

Models and Mapping as Needed

EFFECTIVE XERO COMPANY CONSOLIDATION

Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Xero companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

Customer Testimonials

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Premium - Microsoft Power Business intelligence Planning Software | Bi Consulting Services | Acterys

Includes  all features of the Apps edition plus:

EFFECTIVE PLANNING & MODELLING WITH XERO

Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.

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ADD ANY SOURCE

In addition to Acterys Connectors to other accounting and SaaS sources the Premium Edition enables you to add any data source the easiest way with the unique Cube Wizard.

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BUILD YOUR OWN MODELS

Acterys Apps come with ready made models for reporting, consolidation and planning. For that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

Find out more or Try Xero Accounting Software for free.

How to connect

After your onboarding session when you have registered at the ACTERYS site app.acterys.com, you will see this screen:

Xero Connector - Microsoft Power Business intelligence Planning Software | Bi Consulting Services | Acterys
Click on Add Model” to link your Xero company file with ACTERYS. This process will create cloud-based relational (based on MS SQL Server) and a multi-dimensional data model with your data.
Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.