Analytics, Planning & Consolidation With Xero, XPM and WorkflowMax

  • Consolidate data from unlimited WorkflowMax companies and other sources
  • Ready made, interactive dashboards & reports in Power BI Desktop and Excel
  • Unparalleled consolidation, planning & forecasting features
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ANALYTICS & PLANNING FOR WORKFLOWMAX & PRACTICE MANAGER

  • 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 (top down/bottom entry, visual planning, etc.)

Watch How

The ACTERYS Apps enables you to create consolidated results for as many WorkflowMax companies and other solutions as you like with a click. Completely automating multi currency handling, intercompany elimination and consolidation reports.

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:

Acterys Connector - Microsoft Power Business intelligence Planning Software | Bi Consulting Services | Acterys
quick start

SERIOUS XERO BUSINESS INTELLIGENCE

Acterys Apps for WorkflowMax provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. Integrating different accounting systems and nearly any other source: SaaS, databases, custom system, etc.
One Click accounting system integration

FLEXIBLE WORKFLOWMAX REPORTING

Using the ACTERYS Excel-Add in you can created reports and dashboards exactly as you need them with a live link to the “one version of the truth” Acterys model.
Automated Consolidation

PUBLISH VISUALLY STUNNING WORKFLOWMAX DASHBOARDS

The Acterys Apps enables you to design interactive dashboards using the market leading discovery tools (Power BI, Tableau) in minutes. These can include not just your accounting data but also any other relevant source for your organization.

Models and Mapping as Needed

EFFECTIVE WORKFLOWMAX COMPANY CONSOLIDATION

Customer Testimonials

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Includes  all features of the Apps edition plus:

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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.

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

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.

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

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.

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.