Acterys Reviews

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.

The fees of the acterys consultants are high.

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

.we can perform xP&A using acterys custom visuals easily

Nothing to be considered disliked with Acterys

The clients can perform their analysis on a customizable manner

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.

So far, my experience has been very positive. Keep up the great work!

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.

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.

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

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.

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.

Nothing really that I can think of - everything is good!

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.

Versitility, Quick implementation, Customization

None at the moment. Will add if experience changes.

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.

.Acterys is a smart choice for organisations that use Power BI and want to use write-back to make changes directly in their reports and dashboards

Nothing particularly - it's significant that Microsoft chose Acterys to embed in its Dynamics solution

With

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.

I didn't faced any issues until now, the support and technical team is always eager to help.

It helps me in planning, budgeting and forecasting without having to jump to multiple systems.

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.

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.

It's helping me automate my flow of data from source to reporting with minimal coding needed.

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.

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.