Serious Analytics, Planning & Reporting For Xero Practice Manager (XPM) and WorkflowMax

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>>SWITCH
CONNECTOR
want to Switch ?

-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

Watch How

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Get Started Now!

It only takes minutes to connect all your Xero companies and nearly any other data source.

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.

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Key Benefits

ACTERYS is an integrated framework that adds professional financial reporting, planning & consolidation functionality to Xero accounting and other solutions. All your requirements in one solution:
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Includes all features of the Connector edition plus:
EFFECTIVE PLANNING & MODELLING WITH PRACTICE MANAGER

EFFECTIVE PLANNING & MODELLING WITH PRACTICE MANAGER

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.

POWERFUL CALCULATION ENGINE

POWERFUL CALCULATION ENGINE

Profit from an extensive set of relevant business logic (e.g. time intelligence and variance calculations) or create your own calculations using the standard DAX language with the latest version of your Xero data. Only once in the central data model avoiding unnecessary maintenance and errors in spreadsheet convolutes.

PROFESSIONAL USER RIGHTS WITH 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 - Microsoft Power Business intelligence Planning Software | Bi Consulting Services | Acterys

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

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 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.

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