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Description

Acterys serves as a comprehensive platform designed for Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A), seamlessly working with Microsoft Azure, Power BI, and Excel. It streamlines the integration of pertinent data sources through connectors for various ERP, accounting, and SaaS solutions, allowing all CPM procedures to operate on a unified platform utilizing top-tier SQL Server technologies, whether in the cloud or on-premises. Users can take advantage of pre-built, customizable application templates that cover all facets of planning, forecasting, and consolidation. Furthermore, business users have the flexibility to tailor FP&A and CPM processes to meet their specific requirements, fully integrated with their daily productivity tools, ensuring a streamlined workflow that enhances efficiency.

Description

Modern businesses encounter numerous obstacles, including rising inflation, employee turnover, and decreased productivity levels. Epicor FP&A offers a cloud-based solution that revolutionizes your operational framework, streamlining financial reporting, optimizing processes, and equipping you to thrive in an ever-changing landscape. With the CFO at the helm and supported by advanced machine learning capabilities, your organization can be prepared to: Swiftly generate reports while ensuring adherence to both internal and external compliance standards, Precisely forecast future revenues, profits, and cash flows, Develop targeted, driver-based plans while simulating complex financial and operational scenarios, Identify the most profitable products, customers, and business segments, Easily consolidate reports across various entities for effective performance comparisons. This innovative approach not only enhances efficiency but also empowers businesses to make informed decisions in real-time.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

DEAR Inventory Yes 
Dynamics 365 Remote Assist Yes 
Epicor CRM No 
Epicor Kinetic No 
Epicor iScala No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
MYOB Yes 
MYOB Acumatica Yes 
Microsoft Power Query Yes 
NetSuite Yes 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
SAP Agile Data Preparation Yes 
SAP Business One Yes 
The Newspaper Manager No 
TrueCommerce No 
Xero Yes 

Integrations

DEAR Inventory No 
Dynamics 365 Remote Assist No 
Epicor CRM Yes 
Epicor Kinetic Yes 
Epicor iScala Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
MYOB No 
MYOB Acumatica No 
Microsoft Power Query No 
NetSuite No 
QuickBooks Accountants No 
QuickBooks Online No 
SAP Agile Data Preparation No 
SAP Business One No 
The Newspaper Manager Yes 
TrueCommerce Yes 
Xero No 

Pricing Details

$55.00/month/user
Main product is based on user per month pricing. Some elements per entity.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

FP&A Software

Founded

2018

Country

Australia

Website

www.acterys.com

Vendor Details

Company Name

Epicor

Founded

1972

Country

United States

Website

www.epicor.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Data Discovery

Contextual Search Yes 
Data Classification Yes 
Data Matching Yes 
False Positives Reduction No 
Self Service Data Preparation Yes 
Sensitive Data Identification Yes 
Visual Analytics Yes 

Data Warehouse

Ad hoc Query Yes 
Analytics Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control Yes 
ETL - Extract / Transfer / Load Yes 
In-Memory Processing Yes 
Match & Merge No 

Master Data Management

Data Governance Yes 
Data Masking No 
Data Source Integrations No 
Hierarchy Management Yes 
Match & Merge No 
Metadata Management Yes 
Multi-Domain No 
Process Management No 
Relationship Mapping Yes 
Visualization No 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

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