Pricing Free
Acterys WorkflowMax & Xero Practice Manager App
by Managility
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.)
- 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.
At a glance
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