Acterys
Budgeting and forecasting software
Corporate performance management (CPM) software
Accounting & finance software
Risk management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$168 per month
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What is Acterys
Acterys is a corporate performance management platform used for planning, budgeting, forecasting, consolidation, and reporting. It is commonly deployed by finance teams that want to build models and dashboards on top of Microsoft data platforms (such as Power BI and SQL-based data sources) and integrate with ERP/CRM systems. The product emphasizes write-back planning and financial modeling within a Microsoft-centric analytics stack, with prebuilt templates for common finance use cases.
Deep Microsoft ecosystem alignment
Acterys is designed to work closely with Microsoft technologies, particularly Power BI for reporting and visualization. This can reduce friction for organizations that already standardize on Microsoft tooling and skills. It supports scenarios where planning and reporting are expected to coexist in the same analytics environment rather than in separate applications.
Write-back planning in BI workflows
The platform supports planning and data entry (write-back) that can be surfaced alongside analytics, which helps connect budgeting/forecasting processes to operational reporting. This approach can be useful when teams want to keep end-user interaction close to dashboards and familiar interfaces. It also supports iterative planning cycles where changes need to flow back into a governed model.
Prebuilt finance templates and models
Acterys provides packaged models and templates for common CPM processes such as P&L planning, cash flow planning, and consolidation-style reporting structures. These accelerators can shorten initial design time compared with building models from scratch. They also provide a starting point for standard dimensions (entities, accounts, time, scenarios) that finance teams typically require.
Microsoft-centric architecture dependency
Organizations that do not use Power BI or prefer a vendor-agnostic analytics layer may find the product’s design assumptions less aligned to their standards. Teams may need to adopt or expand Microsoft platform components to get the full value from the solution. This can increase change management and constrain flexibility for heterogeneous BI environments.
Modeling requires specialized skills
Implementations often require strong data modeling and finance modeling capabilities, particularly when extending templates to complex business rules. Compared with some CPM tools that emphasize low-code configuration for business users, Acterys may rely more on technically proficient administrators or partners. This can affect time-to-value for smaller teams without dedicated analytics engineering support.
Risk management is not standalone
While the product can support risk-related analysis through scenario modeling, controls, and reporting, it is not typically positioned as a dedicated enterprise risk management system. Organizations needing specialized risk workflows (e.g., risk registers, control testing, audit trails tailored to ERM frameworks) may require additional tools or custom configuration. Buyers should validate governance, auditability, and workflow depth against their specific risk requirements.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Custom Visual Packages — Essential | Not listed (see notes) | Table Edit Visual only, Version Control, Workflow & Approvals, Commentary, Excel Add-In. Core features (Write-back Engine, Acterys Modeler, Acterys Data Hub, 20GB storage) are included with all packages. |
| Custom Visual Packages — Pro | Not listed (see notes) | Standard Acterys Suite visuals: Matrix, Drag & Drop, Table Edit, Version Control, Workflow & Approvals, Commentary, Rapid Result Templates, Excel Add-In. |
| Custom Visual Packages — Premium | Not listed (see notes) | Full Acterys Suite including Smart XL, Matrix, Drag & Drop, Dev/Test/Prod environments, Excel Add-In; includes all core features. |
| Acterys Apps — Essentials | Not listed (see notes) | High security cloud data management, 2GB data management, 1 scheduled refresh/day, Power BI financial report templates, Reporting Visual, Excel Add-on. |
| Acterys Apps — Pro | Not listed (see notes) | High security cloud data management, 10GB data management, 2 scheduled refresh/day, Power BI templates, Reporting Visual, Excel Add-on. |
| Acterys Apps — Premium | Not listed (see notes) | High security cloud data management, 20GB data management, 4 scheduled refresh/day, Power BI templates, Reporting Visual, Excel Add-on, Premium Tenant. |
| Acterys Excel Add-In (product-level) | $168 per month (starting price stated on product page) | Excel Add-In is part of an Acterys subscription; official product page states "Pricing for Acterys starts at USD $168 per month." Exact unit (per user/company) and other plan prices not listed on pricing page — contact sales for full pricing. |
| Volume / Enterprise (Enterprise Agreements) | Contact sales | Enterprise agreements (volume licensing) listed; includes full platform, Azure SQL warehouse, SmartHub integration, AI-driven modeling, Rapid Results Pack. |
Notes: The official Acterys pricing page enumerates plan tiers and features but does not display per-plan prices; the Acterys Excel Add-In product page explicitly states a starting price of USD $168 per month. For concrete per-user or per-company pricing and volume discounts, Acterys directs visitors to contact sales or request a demo.
