With our community of partners, you can get expert advice and training so you can be up and running in no time!

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With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Acterys enables flexible reporting, dashboards and planning on one or many Xero and WorkflowMax companies, as well as other data sources in Power BI, Excel, web browser or mobile devices.

Flexible reporting and planning for WorkflowMax

Acterys is a unified platform for analytical applications suited for financial reporting, consolidation and planning processes integrated with Power BI and Excel. It automatically creates professional data models for WorkflowMax and Xero and enables simple integration of any other source.


  • Access and consolidate all your WorkflowMax and other data sources with one click
  • Profit from turnkey Power BI models and reports that are fully editable in Power BI desktop
  • Edit and customise your data model exactly to your needs by adding account mappings, metrics, etc
  • Comprehensive planning functionality directly from Power BI (top down/bottom up entry, visual planning, etc.)
  • Start quickly with ready-made, interactive reports and dashboards that incorporate the latest features
  • Automate and take the hassle out 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


Acterys and Xero

Acterys manages a data mart that automatically loads all accounting data in a standard relational database. This enables access from nearly any client tool that can connect to SQL Server without the limitations of an API integration.


Other popular integrations


Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.

Customer Support

Track time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk.

Staff Scheduling

Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.


Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.