Serious Analytics, Planning & Consolidation With Xero, XPM and WorkflowMax

Xero - Microsoft Power Business intelligence Planning Software | Bi Consulting Services | Acterys
>>SWITCH
CONNECTOR
want to Switch ?

-Consolidate all your Xero entities and other sources
-Design beautiful interactive dashboards in Power BI Desktop for unlimited Xero companies
-The quickest way to Planning, forecasting &  simulation with Xero
It’s easy and effortless with the Acterys Xero Connector

Watch How

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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

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Includes all features of the Connector edition plus:
EFFECTIVE PLANNING & MODELLING WITH XERO

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.

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 XERO data 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?

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

Xero 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.
  • 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 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.

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