Acterys Planning & Reporting for QuickBooks Online

Acterys Apps for QuickBooks Online delivers seamless QuickBooks Online Power BI integration, allowing businesses to consolidate, analyze, and plan financial data using Power BI and Excel. This custom Power BI app for QuickBooks simplifies financial management across accounting, payroll, tax, and budgeting functions by eliminating manual processes and improving data accuracy.

With automated data consolidation from QuickBooks Online, pre-built dashboards, and Power BI budgeting and forecasting tools, Acterys Apps provide deep visibility into your organization’s financial performance. Whether you're analyzing expense trends, generating cash flow reports, or tracking tax liabilities, Acterys empowers finance teams to act faster and smarter.

This solution supports real-time planning for QuickBooks with full write-back functionality in Power BI and Excel, turning static data into an interactive planning engine.

Key Features:

• Best-Practice Reporting Templates: Pre-configured reports for cash flow, payroll, tax filing, expense tracking, and budgeting tailored to QuickBooks Online.
• Two-Way Integration: Instantly update forecasts and budgets with Power BI write-back for QuickBooks.
• Custom Power BI Visuals: Access 9 visuals designed for variance analysis, advanced planning, and financial modeling.
• Comprehensive Planning Models: Use top-down, bottom-up, or driver-based logic to power your planning processes.
• Automated Data Consolidation: Seamlessly sync data from QuickBooks Online and other sources into a centralized Power BI dashboard for QuickBooks.
• Excel Flexibility: Build dynamic, live-linked Excel reports for QuickBooks with real-time access to your financial data.

Key Benefits:

• Unified Financial Management: Combine multiple QuickBooks Online accounts into one consolidated view.
• Actionable Insights: Unlock financial analytics in Power BI to monitor cash flow, expenses, and budget performance.
• Pre-Configured Logic: Use built-in KPIs, currency handling, and inter-company eliminations tailored to QuickBooks workflows.
• Accelerated Reporting: Generate detailed reports across accounting, payroll, invoicing, and budgeting—instantly.
• Streamlined Planning: Automate planning cycles and eliminate the need for spreadsheets and manual data wrangling.

Why Choose Acterys Apps?

• 1,000+ customers including SMBs, Fortune 500s, and public sector organizations
• Over 1M global downloads with a 4.5+ average rating
• 9 custom Power BI visuals and 20+ business apps across Microsoft AppSource
• Seamless compatibility with QuickBooks, Xero, Oracle NetSuite, Microsoft Dynamics 365, and more

To learn more, visit Acterys | Plan to Succeed

Download Acterys Apps for QuickBooks Online today to unlock real-time Power BI reporting for QuickBooks and simplify your financial planning workflows.

[IMPORTANT] How to Use Custom Data in Your Acterys App

• Step 1: Download and install the Acterys App in Power BI.
• Step 2: Schedule a demo with our team.
• Step 3: Our team will walk you through the setup and activate your Acterys trial.
• Step 4: Once activated, you can use your own data and access the full support knowledge base.