Acterys WorkflowMax & Xero Practice Manager App

Managility

5.0 (2)

Reporting for unlimited WorkflowMax | Xero Practice Manager companies and other sources

Acterys (https://www.acterys.com) is a unified platform for analytical applications suited for financial reporting, consolidation and planning processes integrated with Power BI & Excel. It automatically creates professional data models for supported source systems (Xero, Quickbooks, WorkflowMax, XPM) and enables simple integration of any other source.

Features

  • Access and consolidate all your WorkflowMax and other data sources with one click
  • Profit from turnkey Power BI models & reports that are fully editable in Power BI Desktop
  • Edit and customize your data model exactly to your needs e.g. adding account mappings, metrics etc.
  • Comprehensive planning functionality directly from Power BI (top down/bottom entry, visual planning, etc.)
Benefits
  • Quickest start with ready made, interactive reports and dashboards that incorporate latest features
  • Automate and take out the hassle of reporting and planning processes
  • No more time wasted with manually consolidating and eliminating inter-company transactions
  • Unparalleled transparency with all data sources combined in one environment.
IMPORTANT: To use the Acterys Apps with your own data you have to start a free trial at: Acterys Trial

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https://gallery.azure.com/artifact/20151001/managility.workflowmax.1.0.5/Artifacts/Thumbnails/117a1ed7-47d3-4a9c-861f-de70ce697400.png
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https://gallery.azure.com/artifact/20151001/managility.workflowmax.1.0.5/Artifacts/SampleImage/9886ab7a-b9e2-410d-a5bc-6f4fb0fc35b3.7131c03c-efd1-4dcd-9828-06104394ba1d