Acterys Reviews & Product Details

Acterys solves several critical problems in corporate finance, performance management, and analytics by automating, centralizing, and enhancing planning, reporting, and data integration.

Main Problems Acterys Solves

Problem: Budgeting and forecasting are often done in Excel, shared via email, leading to errors, version control issues, and inefficiency.

Acterys Solution: Centralized, database-driven planning and write-back directly in Excel and Power BI, with real-time collaboration, version control, and workflows.

Problem: Companies have data scattered across ERPs, CRMs, and other systems, making reporting and consolidation slow and error-prone.

Acterys Solution: Automated data integration from 80+ sources (e.g., SAP, Xero, Dynamics, Salesforce) with pre-built connectors and data modeling automation.

Problem: Multi-entity consolidation, intercompany eliminations, and currency translation are done manually and take weeks.

Acterys Solution: Built-in financial consolidation engine handles:

Multi-entity structures

Intercompany eliminations

Currency conversion

Audit trail and compliance (e.g., IFRS, GAAP)

Problem: Reports are outdated by the time they're shared, and scenario modeling is cumbersome or not possible.

Acterys Solution: Live, self-service reporting and dashboards in Power BI, with:

Real-time data refresh

What-if analysis

Driver-based planning

AI-powered forecasting

Problem: Business teams depend on IT for report changes, model updates, or new data sources.

Acterys Solution: Low-code/no-code tools allow finance and business users to build and manage models, reports, and plans independently. Review collected by and hosted on G2.com.

As a PE firm, we struggle with organizing data from our portfolio companies. Acterys allowed us to simplify the collection of key financial and operational data, giving us a crystal clear view of all our investments.

Before Acterys, we used another SaaS planning tool that promised integrations with all our other systems. But, the integrations weren't as smooth as promised and we ended up manually moving most data in and out of different systems. We couldn't actually keep track of warning signs in our metrics...and we had just added yet another expensive SaaS tool to our budget. Whats worse is that our business was more complex than this SaaS too'ls out of the box system...so we needed to heavily customize it for our purpose. But what company isn't complex these days? We wasted so much time and money trying to make this tool work for us-but failed.

After purchasing Acterys, our IT team brilliantly mandated that all portfolio companies use standardized, built for purpose apps to run their day-to-day operations. They now all use an Acterys built workforce planning app, inventory management app, and sales commission app. All of these roll up to our FP&A tool seamlessly. We no longer waste time gathering data from all our portfolio companies and can now easily spot trends and fix problems before they get worse. This has significantly helped us protect our investments and improve how we operate.

Even though we initially bought Acterys to provide us with detailed and timely reports on all our portfolio companies to evaluate performance, we were shocked to learn that Acterys was able to build all the biz ops apps that feed those reports. This was a game changer. We were able to replace most of our portfolio company's pointed SaaS solutions with the apps built by Acterys, savings thousands a month. Now we have complete confidence in all the data's accuracy because Acterys built our portfolio company's operational systems that all roll into our single financial planning system.

What we like best about Acterys is that it reduces our need for multiple, disconnected SaaS systems which were rarely used and super costly. We were able to combine our existing Microsoft tools into one integrated suite that meets all our needs. Acterys essentially let us "build our own PE suite" in less time and for a fraction of the cost.

Acterys has become more than just a tool for us. They're now a business critical partner that helps us quickly instill operational excellence and success in every company we invest in. Review collected by and hosted on G2.com.

Acterys is solving some of the biggest headaches around planning, reporting, and getting useful insights from your data, especially if you're juggling multiple systems or spreadsheets. For me, the biggest benefit is how it centralizes everything. Instead of wrestling with disconnected files or manually updating reports, I can build models that pull everything together in one place.

It takes the pain out of scenario planning, too. I can test out different assumptions and instantly see how they affect forecasts, without having to rebuild anything. That’s a huge time saver and helps me make quicker, more confident decisions.

Plus, since it plugs straight into Excel and Power BI, it doesn't feel like you're learning a whole new system—it just makes the tools I already use way smarter. Review collected by and hosted on G2.com.

We used to have separate tools for planning, reporting, and analysis for our finance and it was just a mess trying to keep everything in sync. Someone updates weekly/monthly numbers in Excel, someone else is in power bi, and then there’s a 3rd version in some planning tool. Integration was a headache TBH. With Acterys, we’ve kinda brought it all into one place.

being able to write back in power bi and use Excel inside it means no more double work or copy pasting. It’s saved us a ton of time and made the whole process way less frustrating. we can actually trust the data now and make changes on the fly without breaking stuff. Review collected by and hosted on G2.com.

Before Acterys, our planning process relied heavily on disconnected spreadsheets and manual consolidation across departments. With Acterys, we now have a centralized and connected planning model inside the Microsoft stack. This has helped reduce our planning cycles, eliminate data silos, and empower our finance and operations teams to make faster, more informed decisions. Review collected by and hosted on G2.com.

Acterys simplifies and speeds up the entire planning process. Instead of collecting data from different sources and updating Excel files manually, everything is centralized in one place, inside Power BI. You can easily input or adjust plans, track changes, and collaborate with others in real time. This saves a huge amount of time, reduces errors, and gives you a clear overview of your planning status at any moment. Review collected by and hosted on G2.com.

It helps me in planning, budgeting and forecasting without having to jump to multiple systems. Review collected by and hosted on G2.com.

Acterys is solving the challenge of manual, time-consuming data consolidation and disconnected planning processes. By centralizing data from multiple sources and enabling real-time planning and forecasting directly in Power BI and Excel, it has significantly improved efficiency, accuracy, and collaboration across teams. This has allowed us to make faster, data-driven decisions with greater confidence. Review collected by and hosted on G2.com.

It's helping me automate my flow of data from source to reporting with minimal coding needed. Review collected by and hosted on G2.com.

Planning and budgeting FP&A and S&OP in Power BI and Excel improves decision-making, risk control and reporting velocity. Review collected by and hosted on G2.com.