-Design beautiful interactive dashboards & reports for your practice companies
-Full support of Power BI Desktop with your WorkflowMax & Practice Manager data
-Consolidate all your Xero entities and other sources
-The quickest way to Planning, forecasting & simulation with WorkflowMax
It’s easy and effortless with the Acterys Connector
Get Started Now!
Build beautiful, interactive dashboards for web and mobile devices or flexible Xero reports with a live integration into Excel.
Profit from the most comprehensive planning/simulation features and control over your Xero data.
PROFESSIONAL USER RIGHTS WITH XERO DATA
ACTERYS enables you to setup exact user rights for what users can see, where they are allowed to change data etc. Reports and dashboards will automatical-ly consider user rights and only display what information and features are available to the current user.
What is Xero & Practice Manager?
Xero Practice Manager is easy to use online accounting software that’s designed speciﬁcally for accounting practices and SMB’s.
- 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.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business — including invoicing, paying bills, sales tax returns, reporting & more.
Find out more or Try Xero Practice Manager Accounting Software for free.
How to connect
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.