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

Flexible Reporting & Planning for WorkflowMax and Xero Practice Manager

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, WorkflowMax, Xero Practice Manager XPM) and enables simple integration of any other source.

Features

  • Access and consolidate all your WorkflowMax / Xero Practice Manager and other data sources with one click
  • Profit from turnkey Power BI models & reports that are fully editable in Power BI Desktop
  • Edit and customise 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.

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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 and much better performance.

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Other popular integrations

Xero
Accounting

Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.

Freshdesk
Customer Support

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

Plan Right
Staff Scheduling

Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.

Hubspot
CRM

For an integrated solution add this powerful CRM & Marketing platform to the mix.