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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

Planwhiz enables finance teams to collaborate effectively with other departments by aligning on shared objectives and simplifying variance analysis to uncover growth prospects. By serving as a unified source of truth, it integrates seamlessly with accounting, HR, and spreadsheets while offering comprehensive insights into the origins of each budgeting component. This platform ensures that all stakeholders are aligned and informed. Enhance your planning procedures to achieve impactful outcomes through Planwhiz. With its user-friendly, precise, and collaborative approach, you can quickly adapt to evolving circumstances with flexible financial planning solutions. Featuring a range of pre-designed reports, including Profit & Loss statements, cash flow reports, SaaS metrics, and headcount analysis, Planwhiz delivers real-time insights and assessments for various scenarios. By automating repetitive report generation tasks, you can eliminate monotony and boost your productivity. Receive your reports promptly as needed, facilitating easy sharing of performance data both within your organization and with external parties. Ultimately, Planwhiz revolutionizes the way teams work together, fostering a more efficient and responsive planning environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

DEAR Inventory
Dynamics 365 Remote Assist
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
MYOB Acumatica
Microsoft Power Query
NetSuite
QuickBooks Accountants
QuickBooks Online
SAP Agile Data Preparation
SAP Business One
WorkflowMax
Xero

Integrations

DEAR Inventory
Dynamics 365 Remote Assist
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
MYOB Acumatica
Microsoft Power Query
NetSuite
QuickBooks Accountants
QuickBooks Online
SAP Agile Data Preparation
SAP Business One
WorkflowMax
Xero

Pricing Details

$55.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FP&A Software

Founded

2018

Country

Australia

Website

www.acterys.com

Vendor Details

Company Name

Planwhiz

Country

United States

Website

planwhiz.com

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Warehouse

Ad hoc Query
Analytics
Data Integration
Data Migration
Data Quality Control
ETL - Extract / Transfer / Load
In-Memory Processing
Match & Merge

Master Data Management

Data Governance
Data Masking
Data Source Integrations
Hierarchy Management
Match & Merge
Metadata Management
Multi-Domain
Process Management
Relationship Mapping
Visualization

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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