Acterys WorkflowMax & Xero Practice Manager App

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