Power BI write-back
Enter and edit plan data directly inside Power BI reports.
Acterys
Plan, budget, and forecast with write-back inside Power BI, Excel, and Microsoft Fabric.
Financial PlanningPower BI Write-BackBudgetingConsolidation
Overview
What is Acterys?
Acterys is a performance management and planning platform that works inside Microsoft Power BI, Excel, and Fabric. It adds governed write-back so users can enter and change data in dashboards, along with driver-based modeling, scenarios, workflows, approvals, and multi-entity consolidation with currency and intercompany eliminations. AI forecasting and anomaly detection support planning. CFOs, finance teams, BI managers, and sales and operations planners use it for budgeting, forecasting, and financial reporting.
CFOsFP&A TeamsBI ManagersFinancial ControllersSales Planners
Product snapshot
- Category
- Data Discovery & Exploration
- Best for
- Power BI planning
- Deployment
- Cloud / On-premise
- Free trial
- Yes
- Integrations
- Power BI, Excel, Xero, NetSuite
- AI features
- Yes
Key features
Key features of Acterys
Reviews
Acterys reviews
Khaled C.
Global Director, Data & Analytics
“Liked that it works with SQL and Power BI and adds low-code write-back for planning. Found it takes ongoing effort to keep up with Power BI deployments and frequent upgrades.”
Mario M.
Financial Consultant
“Liked drilling down from high-level financial statements to transaction-level detail. Found consolidation models, mapping, and intercompany calculations difficult to set up.”
Jonnie S.
ePMO and BI Manager
“Liked that built-in write-back and Power BI integration enabled a full planning solution in weeks. Found recurring quirks with write-back to the cube.”
John H.
Lead Analytics Engineer
“Liked the affordable, easy solution for QuickBooks reporting. Found no dataset refresh endpoint and primary keys that regenerate on each refresh.”
Thom T.
Director
“Liked building an integrated profit and loss, balance sheet, and cash flow planning model in one day. Found the feature set overwhelming for beginners, though support and the wiki help.”
Richie W.
Managing Director
“Liked the end-to-end platform with strong automation and flexibility for data and modeling. Found that some initial workflow configuration is required.”
Adriaan J.
CEO
“Liked the fast, reliable performance, strong write-back, and a regularly updated wiki. Found the many features overwhelming until the wiki is learned.”
Gavin K.
Financial Director
“Liked that Power BI write-back creates a single source of truth without version conflicts. Found it is not an ERP or database replacement and is limited with large cubes.”
Gaston C.
Business Intelligence Technical Manager
“Liked the Excel and Power BI integration, write-back, and financial system connectors. Found that basic financial knowledge is required, though training and support are available.”
Verified Reviewer
IT Administrator
“Liked the easy setup and smooth accounting system integration. Found that payment by credit card on the website was not possible.”
Yury K.
Business Relationship Manager
“Liked combining Power BI reporting with data entry for sales planning and the SaaS or on-premise options. Found heavy customization was needed, including substantial SQL code.”
Alternatives
Top Acterys alternatives
Jedox
Best forEnterprise planning
Why choose itFlexible planning with Excel and web
Anaplan
Best forConnected enterprise planning
Why choose itLarge-scale modeling across business functions
Planful
Best forMid-market FP&A
Why choose itStructured budgeting, consolidation, and reporting
Inforiver
Best forPower BI reporting
Why choose itWrite-back and planning visuals for Power BI
Integrations
Acterys integrations
FAQ