--- title: Acterys Reviews meta_title: 'Acterys Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 70 reviews by the users' company size, role or industry to find out how Acterys works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 70 scale: '5' date_modified: '2026-07-01' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Acterys Reviews **Vendor:** Vena Solutions **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.8/5.0 **Total Reviews:** 70 ## About Acterys Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way. ## Acterys Pros & Cons **What users like:** - Users value the **automation capabilities** of Acterys, enhancing efficiency in planning and data management without complications. (3 reviews) - Users value the **seamless connectivity** of Acterys, enabling efficient integration with various data sources and Power BI. (2 reviews) - Users value the **easy integrations** of Acterys, enhancing collaboration between finance and data teams effortlessly. (2 reviews) - Users praise Acterys for its **intuitive data integration** and seamless Power BI compatibility, enhancing efficiency for finance and data teams. (2 reviews) - Users value the **s seamless data integration** capabilities of Acterys, enhancing efficiency for finance and data teams. (2 reviews) - Budget Management (1 reviews) - Capabilities (1 reviews) - Customer Experience (1 reviews) - Users commend the **responsive customer support** of Acterys, ensuring timely solutions for complex project needs. (1 reviews) - Customizability (1 reviews) ## Acterys Reviews ### 1. Acterys - An innovative solution **Rating:** 5.0/5.0 stars **Reviewed by:** Luis C. | Diretor Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Acterys?** Acterys is especially helpful for organizations looking to streamline and automate their financial planning, reporting, and analytics—all within familiar tools like Power BI and Excel. **What do you dislike about Acterys?** The fees of the acterys consultants are high. **What problems is Acterys solving and how is that benefiting you?** 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. ### 2. Initially bought it for FP&A and now use it for so much more **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Acterys?** Versitility, Quick implementation, Customization **What do you dislike about Acterys?** None at the moment. Will add if experience changes. **What problems is Acterys solving and how is that benefiting you?** 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. ### 3. Acterys makes working with data feel easier **Rating:** 5.0/5.0 stars **Reviewed by:** Ian H. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Acterys?** What I really like about Acterys is how it just makes working with data feel easier. You don’t have to jump through hoops to build solid models or pull together dashboards, everything kind of just clicks, especially if you’re already using Excel or Power BI. I’ve found it super handy for planning and reporting because it gives you loads of flexibility without making things complicated. It’s one of those tools that quietly does a lot of heavy lifting in the background and makes you look good without the stress. **What do you dislike about Acterys?** Nothing really that I can think of - everything is good! **What problems is Acterys solving and how is that benefiting you?** 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. ### 4. Acterys fits in well into our systems and we love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Acterys?** We started using Acterys about half a year ago and honestly it’s been super helpful for our team. we're all on Microsoft ecosystem (Power BI + Excel mostly), and we didn’t wanna add another tool that forces us to switch context or learn a whole new system. Acterys kinda just... fits in. we can edit reports and do writebacks inside Power BI which is crazy useful. no exporting, no extra steps. and using Excel directly in Power BI? didn’t even know that was possible but now we’re using it constantly. **What do you dislike about Acterys?** It did took a bit of getting used to in the beginning but once we figured it out, it's been smooth. everything stays in one place, which we love. Customer support helped a lot too. **What problems is Acterys solving and how is that benefiting you?** 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. ### 5. Transforming Financial Planning with Power BI + Write-Back **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Pablo A. | Content Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Acterys?** Acterys turns Power BI into a full-fledged financial planning platform. The native write-back capabilities are a standout — allowing users to enter data, run forecasts, and manage plans directly within the Power BI environment. The integration with Microsoft Fabric and Dataverse is seamless, and the collaborative features like version control, workflow status, and commenting make the entire planning process much more efficient and transparent. **What do you dislike about Acterys?** There’s a learning curve when building more advanced planning models, especially for users unfamiliar with SQL or multidimensional structures. **What problems is Acterys solving and how is that benefiting you?** 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. ### 6. All in One Planning and Reporting Inside Power BI **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Acterys?** What I like most about Acterys is how seamlessly it allows you to edit and plan directly within Power BI, no need for Excel exports or third party tools. You can write back data, adjust forecasts, and collaborate with your team in real time, all while viewing the same report. It’s fast, intuitive, and modern. Integration is simple, and connecting to different systems is easy, which makes it perfect for tracking and managing day-to-day operations. **What do you dislike about Acterys?** Acterys can be a bit complex to set up at the beginning, especially if your Power BI model isn't well, structured. You might need support from someone with technical knowledge to get the most out of it **What problems is Acterys solving and how is that benefiting you?** 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. ### 7. Acterys makes planning in Excel and Power BI actually enjoyable **Rating:** 5.0/5.0 stars **Reviewed by:** Leonardo W. | Sr Performance Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Acterys?** It just clicks with Excel and Power BI. You can plan, model, and update data live without jumping between tools. Super handy for finance teams who live in spreadsheets. **What do you dislike about Acterys?** I didn't faced any issues until now, the support and technical team is always eager to help. **What problems is Acterys solving and how is that benefiting you?** It helps me in planning, budgeting and forecasting without having to jump to multiple systems. ### 8. Acterys Review: Streamlining Planning and Analytics with Seamless Power BI Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2025 **What do you like best about Acterys?** What I like best about Acterys is its seamless integration with Power BI and Excel, which allows for powerful, real-time planning, forecasting, and reporting within familiar tools. The platform’s ability to automate data consolidation from multiple sources—like ERP and accounting systems—saves significant time and effort. Additionally, its write-back capabilities and customizable data models make it highly flexible for financial and operational planning. **What do you dislike about Acterys?** So far, my experience has been very positive. Keep up the great work! **What problems is Acterys solving and how is that benefiting you?** 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. ### 9. The ultimate collaboration between Acterys, Power BI, and SQL for your FP&A or xP&A needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Acterys?** Acterys is an intuitive tool that simplifies data integration and planning, supports real-time writeback in Power BI, and offers robust security features—making it easy for finance and data teams to manage ETL, connect to popular CRMs, and implement row- or permission-level security without heavy coding. **What do you dislike about Acterys?** Currently, I have no concerns about Acterys, though it would be great to see more built-in connectors—like one for NetSuite—which I’m confident is already in development. **What problems is Acterys solving and how is that benefiting you?** It's helping me automate my flow of data from source to reporting with minimal coding needed. ### 10. Acterys allows you to budget directly from within Power BI **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Acterys?** Flexible & rapid planning in Power BI & Excel. S&OP and FP&A without need for a specialist system. Easily integrate with various online systems. **What do you dislike about Acterys?** Acterys is adding many features often, and it can be challenging to keep up with the improvements. **What problems is Acterys solving and how is that benefiting you?** Planning and budgeting FP&A and S&OP in Power BI and Excel improves decision-making, risk control and reporting velocity. ## Acterys Discussions - [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for) - [View Acterys pricing details and edition comparison](https://www.g2.com/products/acterys/reviews/acterys-review-7169944?section=pricing&secure%5Bexpires_at%5D=2026-07-05+11%3A56%3A04+-0500&secure%5Bsession_id%5D=6040d1ba-2097-455e-acf6-83a3801c2b78&secure%5Btoken%5D=ee046c4e5726228961882b932032690f21dbe1d381e7bd91d8438f1979b650e5&format=llm_user) ## Acterys Integrations - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) ## Acterys Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Financial Planning** - Extended Planning - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Acterys Alternatives - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 4.3/5.0 (338 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (396 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (492 reviews)