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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.
Features
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.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
Track time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk.
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.