Strategy First Finance Slashes Reporting Time 75% | Acterys Case Study

In this case study, Matt Goldberg, the owner of Strategy First Finance, shares how Acterys streamlined the accounting firm’s internal and external financial reporting process, providing better accuracy for analysis and more time for personalized client engagement.


About Acterys

Acterys is an end to end solution for reporting, analytics, planning and consolidation in Power BI and Excel. A cloud or on-premise based service for data model automation, planning, consolidation & analytics integrated with Power BI and Excel. It enables business users to generate professional data models in Azure/SQL Server that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources.

Key Features

Comprehensive Data Integration: Drive your XP&A journey with dynamic business modeling, planning, and consolidation within Power BI
Acterys Planning Engine: Powers 8 custom Power BI visuals and provides high-performance, simultaneous write-back and planning capabilities for unlimited users
Customized Data Models: Drive data-driven planning with holistic models and ML algorithms
Real-time Writeback: 2-way integration in Power BI or Excel with smart data warehouse support
Unmatched Security: Stay compliant & secure with GDPR, and SOC 2 Type 2, with advanced access controls
GPT-4 Integrated Planning: Elevate reporting and analysis with conversational AI

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In this video ⌛

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