Analytics, Planning & Consolidation With QuickBooks

  • Consolidate data from unlimited QuickBooks companies and other sources
  • Ready made, interactive dashboards & reports in Power BI Desktop and Excel
  • Unparalleled consolidation, planning & forecasting features
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SERIOUS BUSINESS INTELLIGENCE FOR QUICKBOOKS

  • Access and consolidate all your QuickBooks, 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 and Excel (top down/bottom entry, visual planning, etc.)

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Benefits

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

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quick start

SERIOUS ANALYTICS FOR QUICKBOOOKS

Acterys Apps for QuickBooks provide 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 e.g. account mappings, KPI’s, etc. and add nearly any other data source (CRM, POS, Inventory, etc.).
One Click accounting system integration

STUNNING REPORTS & DASHBOARDS

The Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau) and the powerful Acterys Excel Add-in. The easiest way to build dynamically updating reports,  planning and forecasting forms exactly as needed with a live read/write connection to every detail from your QuickBooks 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 QUICKBOOKS COMPANY CONSOLIDATION

Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited QuickBooks 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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Includes  all features of the Apps edition plus:

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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 QuickBooks?

QuickBooks is easy to use online accounting software that’s designed specifically for small businesses.
  • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.

Find out more or Try QuickBooks 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:

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Click on Add Model” to link your QuickBooks 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.