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Acterys Reporting for FP&A

by Managility

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Professional financial reports with custom calculations, comments & visualizations according to IBCS

Acterys Reporting is a powerful Power BI financial reporting visual that transforms how finance teams present, analyze, and collaborate on data. With support for IBCS-compliant reporting in Power BI, this visual allows you to build professional, consistent reports—without writing complex DAX formulas.

From variance analysis in Power BI to rich text commenting and write-back support, Acterys Reporting provides full flexibility for analysts and CFOs who need more from their visuals. With built-in financial statement formatting features and centralized styling options, reports look consistent, clean, and ready for boardrooms.

Ideal for FP&A, strategy, and operations teams, this custom Power BI visual for finance integrates seamlessly with Acterys' planning capabilities for an all-in-one reporting and decision-making solution.

Key Features:

  • Custom Row and Column Calculations: Add Gross Margin, EBIT, and other metrics using spreadsheet-style logic directly in Power BI.
  • IBCS-Compliant Variance Visualization: Display variances in absolute/relative terms using customizable waterfall charts and comparison columns.
  • Rich Text Commenting: Add row- or cell-level narratives to highlight assumptions or insights, ideal for collaboration and audit trails.
  • Professional Financial Formatting: Apply underlines, parentheses, percent signs, and scaling to ensure financial formatting in Power BI is precise and presentation-ready.
  • Centralized Styling Table: Ensure report-wide consistency using centralized styling in Power BI—colors, sizes, and formatting update in real time.
  • Planning & Write-Back Integration: Adjust values and planning assumptions directly in the report using write-back features in Power BI.

Key Benefits:

  • Rapid Report Creation: Build financial reports quickly, without needing deep DAX expertise.
  • Standardized Visuals: Adhere to IBCS standards for clear, comparable reporting across teams.
  • High Customization: Tailor reports with flexible calculations and visual logic.
  • Cohesive Presentation: Maintain brand consistency with centralized visual settings.
  • Collaborative Insights: Use row-level commenting in Power BI to explain numbers and foster alignment.

Why Choose Acterys Power BI Visuals?

  • Trusted by over 1,000 customers including SMBs, government agencies, and Fortune 500 companies
  • 1M+ global downloads with 4.5+ average ratings
  • 9 custom visuals and 20+ integrated apps across Microsoft AppSource
  • Supports QuickBooks, Xero, Oracle NetSuite, Microsoft Dynamics 365, and more

To learn more, visit Acterys | Plan to Succeed

Simplify financial reporting in Power BI with Acterys Reporting—built for finance professionals who demand clarity and control.
Book your demo today and start creating insightful, IBCS-aligned reports with ease.

Visual capabilities

When this visual is used, it
  • Can access external services or resources

At a glance

Snapshot 1 of Acterys Reporting for FP&A
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Snapshot 2 of Acterys Reporting for FP&A
Snapshot 3 of Acterys Reporting for FP&A
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Snapshot 6 of Acterys Reporting for FP&A