Using the Acterys Modeller tool, we will create planning models for you, link them together, and set up an automatic filling process from a data warehouse or other sources. Using Acterys write-back visuals in Power BI, we will develop planning reports through which users will enter planned values. Finally, we will set up the necessary workflows and secure the entire environment.
We implement financial and non-financial planning in Power BI
in Acterys, we create planning models, populate them with data, link them, and secure them.
Acterys
Acterys offers a set of components for write-back to the database in the Power BI environment. It also allows you to create complex applications for financial and non-financial planning in Power BI, including any other applications that require manual data entry by users. It also supports data commenting, approval workflow creation, and a range of other features.
Dolphins in numbers
14
years on the market
3000+
number of participants in the BI Academy
140 mil.+
annual turnover
178+
number of certifications achieved
Implementace Acterys
We will design a cost planning model by cost centers and cost categories, ensuring that everyone can see and fill in the costs for their center.
We set revenue planning directly or using drivers (price lists, allocation plans, etc.), according to the specifics of the particular industry and client.
We will develop other non-financial or auxiliary planning models, such as courses, rates, price lists, and allocations.
We will configure the approval workflow and control reports so that you can always see the status of your plans.
We will enable users to add comments to planned values so that it is clear what the plans are based on.
We train users and developers on how to work with plans and how to use Acterys components for other planning models and reports.
It's easy with us
We know how to do it.
1.
Non-binding consultation
We will identify your needs and assess how Acterys can help you work with data more efficiently. Free of charge and with no obligation.
2.
Solution proposal
We will design an optimal solution tailored to your requirements, including architecture, integration, and specific tools.
3.
Implementation
We will ensure quick and smooth deployment of Acterys into your environment, including configuration and team training.
4.
Support
We provide long-term technical support and regular optimization to ensure that your solution always works at 100%.
How we’ve helped clients
We rebuilt and automated internal reports and dashboards in Qlik Sense to meet modern standards and respond to current user needs.
For KB, we created a Microsoft Power BI solution for digital transformation and enhanced self-service reporting. Through report migration, we simplified management and increased data analysis efficiency.
We integrated data from the company’s accounting systems and built a financial data mart optimized for reporting. We developed reporting focused on various types of financial statements in the Power BI environment.
Need help implementing Acterys?
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