Key features

United planning & analytics

Easy Set-Up

Acterys Apps provides pre-configured best practice reports, dashboards and workflows for cloud-based accounting/ERP systems for fast visibility to your most important KPIs.

Effortless Integration

One-click ERP/accounting system connectors and the Acterys Cube Wizard offer an easy way to integrate your data to the Acterys Virtual Data Warehouse/Azure SQL server data warehouse.

Professional Data Models

With comprehensive security and governance features the Acterys modeller enables you to design & manage data models to suit your business planning and performance needs.

What is Acterys?

End to end enterprise planning & performance management

Acterys is a single platform for all your corporate performance management (CPM) and financial planning and analysis (FP&A) needs. Available in either cloud or on-premise, it provides a virtual data warehouse to drive your data discovery, planning and reporting requirements. With the option of using ready-built connectors to the most popular cloud-based ERP/accounting systems or custom-built connectors to your systems, you can quickly generate professional data models. These models allow you to easily integrate all your relevant data sources whilst also providing the flexibility needed to ensure they remain relevant well into the future. With a variety of templates available (cost centre, management consolidation, HR, CAPEX, cash flow, etc) and the ability to build customised reports, users can build effective FP&A (financial planning & analytics) and performance management processes for web browsers, mobile devices, Power BI and Excel in one of the quickest ways possible.

Key Acterys features include:

  • One-click accounting system connectors
  • Business modelling/governance
  • Artificial intelligence support for financial & marketing analytics processes
  • Prebuilt templates for financial logic
  • Power BI visual integration
  • Live Excel integration
  • Live link for flexible reporting and write back from Excel
  • Financial reporting
  • 3-Way forecasting
  • Automated consolidation

Acterys integration with ease

Your analytics and planning environment ready in minutes

Power BI

Acterys allows you to make the most of the most widely used business intelligence (BI) platforms around. With simple mouse clicks you can view the data from your cloud-based ERP/accounting systems in ready-made Power BI dashboards, and make use of Acterys’ custom Power BI visualisations to start entering data and planning directly into Power BI.


Take the pain out of Excel reporting and restore your confidence in the reported numbers with a single version of the truth by connecting Excel to your Acterys data model. Make planning a breeze with data entry on any level, relative changes or calculation logic as required.

Xero / Myob / HubSpot / Salesforce / WorkflowMax

Use Acterys to add professional and customisable financial reporting, planning and consolidation to your cloud-based accounting/ERP/CRM system. It provides the ability to handle multi-entity consolidation, multi-currency, and inter-company eliminations, and can integrate with nearly any other data source.

Not sure where to start? Get in touch today and our Acterys consulting experts will work with you to design a custom solution to meet your needs.

Acterys partner

Let bi5 and Acterys take the headache out of your FP&A process

With almost a decade working in planning and analytics, bi5 Solutions has the experience and understanding to ensure you get the most benefit from your Acterys implementation and the right outcome for your business.

When you work with bi5 Solutions to develop your Acterys solution, you will always be speaking with a consultant who understands your language and terminology. With our ability to understand your planning and analysis requirements and provide advice and suggestions on the most appropriate solution, bi5 will help bridge the all too common knowledge gap between finance/operations and IT.

Read more on our blog

What our clients say

Ryan Clarkson – CSA Global

Group Financial Controller“With bi5’s understanding of how to apply BOARD to our business needs, we have developed insightful and forward looking financial reporting. We look forward to developing a fully integrated view of our business through the use of BOARD.”

BG&E – Engineering Consultants

Chief Financial Officer“BOARD proved extremely flexible, eliminating the problems we had previously experienced with security and version control. I realised that there was a long list of other business applications to which we could apply the BOARD platform.”

Jim Crockett – Cumberland Consulting

Managing Director“We have been extremely happy with the timeliness and quality of the service from bi5 and in particular the end product. We needed a simpler and easier application to analyse and map data to populate client organisational culture maps. Brendan worked quickly and effectively to provide the enhanced application and was very supportive in the roll out stage – going beyond what was contracted!”

Christian Urry – StateSwim

Managing Director“We have been working with Brendan for a number of years now, the budget analysis system he created for our business has been perfect. We have now been running it for over four years and have had no issues. In fact it has been so good that we have extended it’s life out for another three years without major work being required. Brendan’s knowledge of the system is excellent and his quick understanding of what we required made the build quick and painless. I would have no hesitation in recommending Brendan and bi5 Business Solutions for your business.”

Acterys FAQs

Acterys allows you to create unlimited models from your businesses data sources within its virtual data warehouse, from which you can do reporting, planning and analysis within Power BI or Excel.
Power BI on its own is good, but with Acterys it’s great. Acterys can help with automating the updates of your Power BI reports. It also turns Power BI into a fully functioning budgeting and planning solution for a single version of the truth. It enables you to enter data directly into Power BI for planning, something that is not possible with Power BI on its own.
The Acterys virtual data warehouse is a SQL server database hosted on Microsoft Azure in which your data model(s) are held. The Acterys modeller gives you the ability to easily administer, update and add to your data models with components such as the Cube Wizard.
Yes. Acterys has two levels for business users, ‘Accounting & SaaS’ and ‘Acterys Premium’.

Accounting and SaaS provide you with the purpose-built Acterys App (templates and connectors) for the most popular cloud-based systems such as Xero, MYOB, DEAR, Hubspot and WorkflowMax.

Actery Premium uses the same system however it also provides you with the ability to integrate data from most other sources and systems into your data model within the Acterys Virtual Data Warehouse.

Both options provide business users with seamless integration with Power BI, Excel and the full reporting, planning and analysis capabilities of Acterys.
Yes. Unlike some other products, Acterys’ integration with Power Business Intelligence (BI) supports all the key Power BI features. It is not just a marketing gimmick where a legacy web app runs in an iframe in Power BI or, worse, a completely separate application with a UI similar to Power BI.

In addition to Power BI, Acterys also seamlessly integrates with Excel with the Acterys Excel Add-in.
Yes. If you’re planning on monthly commentary, Acterys has purpose-built custom Power business intelligence (BI) visualisations which allow you to enter commentary (or numbers) which are written back to your data model. These can then be viewed every time you view a report for that month.

Contact Us

Get in touch with one of our business intelligence experts today.