This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
New US baseline tariffs, plus larger tariffs for countries such Vietnam, Taiwan and China, are – not surprisingly – placing huge pressures on organizations that make and sell products around the world. In this world of rapidly shifting trade policies, scenario planning is essential for navigating the impact of changing tariffs. What if a new tariff suddenly drives up the cost of key imports?
Fifty years ago Bill Gates and Paul Allen started Microsoft with a simple but powerful idea to build technology so that people everywhere could build more technology. Today that mission holds true, and Acterys is proud to work closely with Microsoft. Our Acterys Planning Intelligence technology is included in Microsofts Dynamics offering, empowering the business user with a centralized platform for planning, analysis and financial decision-making.
This Acterys bite is a quick preparation guide to financial planning, budgeting, and tracking KPIs for Chief Financial Officers (CFOs). It covers essential strategies for success in these areas, including setting financial goals, forecasting revenues and expenses, and monitoring progress toward those goals. This guide will help CFOs effectively manage their organizations financial resources and achieve long-term financial stability.
As the CFO, it is your job to ensure that the company has enough inventory on hand to meet customer demand. This can be a difficult task, as you must strike a balance between holding too much inventory (which ties up capital and incurs storage costs) and not enough inventory (which can lead to lost sales). Here are some tips to help you plan your companys inventory levels.
The collapse of FTX is causing investors to rethink their evaluation process when determining the viability of an organization. FTX successfully raised $2 billion with an Excel spreadsheet (Source: How to raise $2 billion with a sloppy Excel spreadsheet | Fortune ). If youre still using Excel spreadsheets to consolidate your financial information, its time to stop.
Revenue planning can be a tricky business. Youve got to forecast how much money youre going to make, and then determine how you will allocate this revenue against expenses and potential investments. Its kind of like dating- it takes some effort, but if you plan well, the payoff can be great! Revenue planning is an essential part of any successful business.
Make sure your workforce is planning for success with Acterys xP&A. This powerful tool provides workforce analysis and planning that will help you optimize your team and reach your business goals. Dont miss out on the power of Acterys xP&A! When it comes to workforce planning and analysis, effective management is essential. This involves coordinating staffing levels, identifying skills gaps, and ensuring that personnel needs are aligned with organizational goals.
ChatGPT and Acterys are two powerful tools that can work together to revolutionize the way businesses operate. ChatGPT, a machine learning model by OpenAI, can generate natural language text based on a given prompt, while Acterys is a cloud-based platform that automates financial processes and creates advanced financial models. Together, these technologies can automate financial tasks, such as generating financial reports and creating advanced financial models like forecasting and budgeting.
In a world where data is the foundation of decision-making, the ability to seamlessly gather, integrate and act on information is critical. At Acterys, weve reimagined data architecture to address the challenges organizations face to unlock the true potential of their data. The reason were so focused on this One UI, One Database approach is that organizations are fed up with fragmented data silos, disconnected insights, needlessly rigid tools and processes, along with limited write-back function
As the demand for agile, scalable, and user-friendly IT systems continues to grow, the old ways of buying software are proving challenging for CIOs and their teams. Whether its ERPs, HR, CRM, Finance, cloud apps or database systems, increasingly complex software portfolios prove hard to maintain, require constant workarounds, and are always expensive to integrate.
Learn more at FabCon 2025 in Las Vegas Visit Acterys at Booth #215 Acterys Acterys is a powerful enterprise planning engine, trusted by Microsoft and Fortune 500 companies forits AI-driven forecasting, smart write-back capabilities, andseamless integration with Microsoft Fabric, Power BI, Excel, Azure AI, and other enterprise tools. Acterys serves over 1,000 customers, ranging from globally recognized brands like Disney, Heineken and PepsiCo to small and medium-sized businesses.
Acterys Booth #215, MGM Grand, Las Vegas March 31-April 2, 2025 Acterys Data Intelligence unlocks AI-readiness, with powerful smart write-back capabilities and seamless integration with the Microsoft ecosystem Future-Proof Your Data and Achieve AI-readiness Acterys presentation, 2.00pm, April 2 Premier BR 318 Microsoft Fabric Community Conference March 12 2025 Acterys , providers of the powerful enterprise planning engine thats trusted by Microsoft and Fortune 500 companies, will showcase
At Acterys, we believe in fair competition, and we welcome comparisons that allow potential clients to make informed decisions. However, when competitors resort to spreading misinformation and misleading claims, its essential to address these inaccuracies head-on. Recently, we’ve encountered false narratives about our solution from some competitors.
When it comes to managing and analyzing your data, staying agile and collaborative is essential. One key enabler for this agility is the ability to write back directly to your data models from within Power BI. Acterys takes this functionality to the next level by allowing users to seamlessly input, update, and manage data in real-time all while working directly in their Power BI dashboards.
February 3, 2025 A new report from Acterys, “The Tipping Point: FP&A Snapshot Report 2025,” reveals that financial planning and analysis (FP&A) teams are facing a critical juncture. While grappling with persistent challenges like data silos and outdated technology, they also have unprecedented opportunities to leverage AI, enhance scalability, and drive strategic impact. “FP&A teams are at a crossroads,” said Martin Kratky, CEO and Co-Founder of Acterys.
Staying ahead in business means making data-driven decisions quickly and confidently. Microsoft Power BI has become a go-to business intelligence tool, empowering organizations to create dynamic reports and analyze historical data. But did you know Power BI also excels as a platform for planning and forecasting? This guide explores Power BI planning and forecasting capabilities, offering insights into implementation, best practices, and considerations for achieving accurate forecasting with ease
Financial modeling is an essential tool in corporate finance and business decision-making. By creating structured representations of a companys financial data, financial modeling enables stakeholders to forecast future cash flows, evaluate investment opportunities, and strategize for revenue growth. In this guide, we’ll explore what financial modeling is, the types of financial models, the benefits they provide, and how to create effective financial models.
Financial consolidation and close are fundamental processes that ensure accurate reporting and reconciliation and allow organizations to strategically plan for the future. Yet as businesses grow in complexity, these efforts become increasingly challenging. Outdated tools, manual efforts, and fragmented data spread across an ever-increasing number of teams can turn close and consolidation into a drawn-out process riddled with errors.
Financial reporting plays a crucial role in enabling organizations to make informed decisions. Yet for many businesses, this process is fraught with challenges such as disjointed systems, lack of real-time updates, and inefficient workflows. Microsoft Power BI addresses these challenges with its robust tools for data integration, modeling, and visualization, transforming financial data into valuable insights.
For CFOs and financial analysts, having tools that go beyond traditional reporting is critical. While Microsoft Power BIs native data entry option is useful for simple tasks, it falls short with complex data models and planning requirements. Fortunately, Power BIs ability to write back data directly within reports is revolutionizing financial workflows.
If the term “AI” catches your eye, it’s highly likely that ChatGPT comes to mind. And you would be absolutely correct in making that association. The launch of ChatGPT has taken the world by storm. Its success has kickstarted an AI race that has compelled almost every company to embed artificial intelligence and machine learning algorithms into their software architecture to mirror the same level of agility and productivity.
Imagine having a clear, visual overview of all your teams projectsevery task, deadline, and priority right at your fingertips. And then turning that overview into actionable insights, transforming the way your team works together in Office 365. You can, by connecting Microsoft Planner and Power BI. This integration isn’t just about organizing tasks; it’s about elevating your planning process to drive strategic outcomes.
Without a clear understanding of what your workforce is capable of today, planning for tomorrow becomes a guessing game. This is where workforce analysis becomes a game-changer transforming vague assumptions into informed decisions. Yet Gartner research reveals that only 8% of organizations have reliable data on the skills their workforce currently possesses and those that drive business success.
Workforce planning is a crucial part of ensuring that your business has the right people, with the right skills, at the right time. As businesses grow and evolve, workforce needs change, and planning ahead becomes key to navigating challenges. But with so much workforce data living in so many places, pulling the right information together can be a challenge.
Pay equity analysis refers to the systematic evaluation of compensation across an organization to ensure that employees receive fair pay for work of equal value. It’s not just about ensuring equal pay for identical roles — it also involves assessing the value of different jobs that require similar levels of skill, effort, and responsibility, ensuring comparable worth is accounted for.
Year-end planning can be overwhelming, but it doesn’t have to be. For finance teams, the end of the year is not just about celebrations — it’s about reviewing financial performance, setting new goals, and developing a strategic plan to ensure future success. However, without the right tools, this period can be full of last-minute scrambles, inaccuracies, and high levels of stress.
Pay equity represents a strategic opportunity to drive tangible business benefits — if approached with the right framework and tools. But, although many business leaders report seeing the value in pay equity, many still haven’t elevated it to a priority level. For 71% of business leaders , implementing pay equity initiatives is a reactionary compliance exercise rather than a strategic initiative.
Excel is a powerful, flexible tool, but for growing companies, it’s no substitute for robust FFP&A software. The drawbacks of spreadsheets are numerous and can lead to tremendous financial losses for an organization. Take, for example, the Excel-related Value-at-Risk (VaR) model error that caused JP Morgan to lose $2 billion. The model couldn’t help the bank accurately predict potential losses, masking the true risk exposure of their synthetic credit portfolio.
As xP&A and write-back solutions in Power BI gain traction, more vendors are entering the field, each claiming to offer “enterprise” solutions. Some even tout their products as the “Ferrari” of the industry, though the comparison often feels more like a toy car stacked up against the real thing. True enterprise-grade xP&A solutions require specific core functionalities to meet rigorous demands, especially when supporting over 100 concurrent users.
Collaborative planning and forecasting brings business leaders together to evaluate historic business performance against changing circumstances and create a plan for future success. Yet despite producing more data than ever before, many organizations still struggle to unlock its full potential. Instead of driving smarter decision-making, data often remains underutilized due to issues with access and clarity.
As ESG considerations become more integral to business strategy, companies face significant challenges in collecting, managing, and reporting ESG data. That’s why ESG reporting tools are becoming an increasingly important piece of the enterprise tech stack. Fragmented data sources, evolving regulatory requirements, and rising stakeholder expectations are just a few of the obstacles that can make ESG reporting a complex endeavor — and one that many executives don’t feel prepared for.
We’ve all heard the common reasons people stick with Excel: it’s easy to implement, easy to use, and, most appealingly, easy on the budget. However, these reasons only scratch the surface of why Excel remains the go-to tool for many organizations, despite more robust software alternatives. In fact, 32.8% of respondents in our 2024 FP&A Snapshot Survey said they still relied on Excel, even when using BI tools, FP&A software, or ERP systems.
From startups to multinationals, Microsoft Excel is at the core of countless organizations’ data analysis and decision-making processes, with the Association for Financial Professionals (AFP) noting that 70% of all companies “rely heavily” on spreadsheets for financial activities. On its own, Excel may not be enough, especially for FP&A processes requiring access to multiple sources of complex external data.
Reliable financial data is the compass that guides strategic decisions. But what happens when that compass is inaccurate? Errors in financial planning and analysis (FP&A) reports can set entire departments, or even the whole company, off course. More than half (59%) of accountants admit to making several errors per month, Gartner research found.
Acterys has been named a Champion in the 2024 Enterprise Performance Management (EPM) Quadrant by SoftwareReviews. For the second consecutive year, Acterys has been voted into the top spot by its customers. Each year, SoftwareReviews presents the Data Quadrant Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions.
Grappling with rising labor costs, ongoing talent shortages, and the increased complexity of aligning human capital investments with business goals? You need HR strategy and workforce planning systems that support a more strategic, data-driven approach. Only one-third of HR leaders feel confident in their organization’s ability to effectively use data in the workforce planning process, according to Gartner.
Budgeting, planning, and forecasting (BP&F) is so much more than producing reports and spreadsheets — it’s an essential part of the strategic decision-making process. That requires clear communication of complex financial data to decision makers across the organization, as well as seamless collaboration with cross-functional teams. Excel and Power BI are powerful, yet accessible tools to facilitate that communication, but even small mistakes with a dataset can become a major risk when integ
Acterys 24.1 Offers Planning and Solution Deployment at Unprecedented Speeds (Chicago, Illinois., July 31, 2024) — Acterys, a leading provider of AI-driven business planning and intelligence solutions, has released Acterys 24.1, which combines the power of AI with the robust functionality of Power BI and Excel to set new standards in speed, efficiency, and security.
We are beyond thrilled to announce the release of Acterys’ latest version, 24.1. The launch of Acterys 24.1 heralds a transformative era in business intelligence and planning, blending the power of AI with the robust functionality of Power BI. This release marks a significant milestone, embodying our commitment to revolutionizing enterprise planning through cutting-edge technology, all underpinned by our strategic partnership with Microsoft.
Businesses need to be equipped to handle whatever uncertainties the future may bring, from market shifts to technological changes and regulatory updates. That’s where a scenario planning template comes in handy. These templates are invaluable for businesses looking to map out potential future scenarios and develop strategies to handle them effectively.
Business teams have long known that traditional extended planning and analysis (xP&A) can be time-consuming, especially for those seeking insights without IT support. But thanks to technologies like ChatGPT and Copilot for Power BI, businesses now have the opportunity to leverage conversational and generative AI to access new insights and analyze data faster and more accurately than ever before.
Companies across industries use workforce planning tools to help them stay agile and responsive. While these tools are meant to help business leaders avoid common pitfalls like overstaffing or understaffing, there’s a notable disconnect in how they’re used. 67% of workforce planning leaders report that their organizations fail to effectively use data for workforce planning , according to research from Gartner.
Acterys’ esteemed Italian partner, Bi Factory , recently hosted the “Next Generation FP&A” workshop on April 11, 2024. This event was specifically arranged for Italian organizations aiming to refine their planning and analytics processes. Featuring profound insights from industry experts at Bi Factory, including Franco Perduca (CEO and CTO), Sara Bozzo (CEO and Team Lead), and Walter Gabetta (Head of Global Business Relationship), the workshop attracted numerous companies a
Strategic planning is essential to any government contractor’s success, but that doesn’t mean it has to be complex. Simplified strategic planning focuses on setting clear objectives, understanding your government customer’s needs, and aligning business capabilities accordingly. Instead of endless spreadsheets and getting lost in unimportant details, simplified strategic planning combines collaboration, the latest technology, and an outcome-focused planning process.
We organize all of the trending information in your field so you don't have to. Join 237,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content