Acterys adds AI-ready, governed write-back to Power BI and Excel so teams can plan, forecast, and add commentary directly in their existing reports.
Acterys is an enterprise planning and performance management platform that turns Microsoft Power BI and Excel into two-way, collaborative planning tools. Instead of exporting data to separate systems, teams can write back plans, forecasts, budgets, and commentary directly inside the Power BI reports and Excel workbooks they already use, governed by a controlled data layer.
The platform combines native Power BI write-back visuals and an Excel add-in with a no-code modeler and data hub, so business users can build planning models and reports without programming skills while data stays secure and centrally governed. Acterys also layers in AI-powered analytics, including predictive forecasting and integration with Azure Machine Learning and Microsoft Fabric's LLM capabilities.
Acterys ships pre-built "Apps" with 1-click integrations to common accounting, ERP, and CRM systems, aimed at getting finance and operations teams live faster. The company reports over 1,000 customers, including large organizations such as Microsoft, Disney, Publix, Accenture, Heineken, and Pandora, and serves both SMB and enterprise customers primarily within the Microsoft ecosystem (Power BI, Excel, Fabric, Azure).
Acterys is an enterprise planning and performance management platform that adds governed write-back to Microsoft Power BI and Excel, letting teams enter plans, forecasts, and commentary directly in the reports they already use.
Yes. Acterys provides native Power BI write-back visuals and an Excel add-in so users can plan and forecast without leaving those tools.
Acterys does not publish fixed prices. It offers tiered Custom Visual and Apps packages plus custom Enterprise Agreements, and prospective customers need to request a demo or contact sales for a quote.
Acterys serves finance teams, CFOs, and operations leaders at both SMB and enterprise organizations, with customers including Microsoft, Disney, Publix, Accenture, Heineken, and Pandora.
Yes. Acterys includes predictive forecasting features with Azure Machine Learning and Microsoft Fabric LLM integration.