Xero Planning & Reporting by Acterys

Acterys Apps for Xero offer seamless Xero Power BI integration, enabling organizations to consolidate, analyze, and plan financial data across one or multiple Xero companies. With best-practice templates, pre-built dashboards, and a scalable data model, this custom Power BI app for Xero makes it easy to report on and manage payroll, bill payments, cash flow, and financial performance.

By automating workflows and enabling two-way integration with Xero, Acterys Apps eliminate manual processes and bring financial analytics into Power BI. Whether you're handling cash flow forecasting, payroll analytics, or expense tracking, Acterys helps transform your accounting operations into a single source of truth for faster, smarter decision-making.

Key Features:

• Best-Practice Reporting Templates: Access dashboards and reports tailored for cash flow tracking, payroll, reconciliations, and financial statements.
• Two-Way Integration: Make real-time updates to budgets and forecasts in both Power BI and Excel.
• Custom Power BI Visuals: Use 9+ visuals designed for write-back, variance analysis, and financial planning.
• Comprehensive Planning Capabilities: Supports top-down, bottom-up, and driver-based models for advanced forecasting.
• Automated Data Consolidation: Merge Xero data with other systems into a unified Power BI financial planning environment.
• Excel Flexibility: Build dynamic Excel reports for Xero, with live connections to your financial data.

Key Benefits:

• Unified Financial Management: Consolidate multiple Xero accounts into one analytics model for consistent, real-time reporting.
• Actionable Insights: Use Power BI reporting for Xero to spot trends, manage expenses, and improve decision-making.
• Pre-Configured Business Logic: Access built-in KPIs, mappings, and processes designed specifically for Xero users.
• Enhanced Forecasting & Reporting: Automate cash flow forecasting in Power BI, and generate reports in just a few clicks.
• Streamlined Planning: Remove manual bottlenecks and accelerate planning workflows across finance teams.

Why Choose Acterys Apps?

• Used by 1,000+ customers globally, including SMBs, government, and Fortune 500 companies
• Over 1M downloads with an average 4.5+ rating
• 9 custom Power BI visuals and 20+ Acterys apps on Microsoft AppSource
• Compatible with QuickBooks, Oracle NetSuite, Microsoft Dynamics 365, and more

To learn more, visit Acterys | Plan to Succeed

Download Acterys Apps for Xero today to unlock powerful Power BI dashboards for Xero and automate your planning and reporting workflows.
IMPORTANT: To use the Acterys Apps with your own data, you have to get an Acterys subscription. Schedule a demo with our team today.