Acterys Reporting for FP&A

Acterys Reporting is a powerful Power BI financial reporting visual that transforms how finance teams present, analyze, and collaborate on data. With support for IBCS-compliant reporting in Power BI, this visual allows you to build professional, consistent reports—without writing complex DAX formulas.

From variance analysis in Power BI to rich text commenting and write-back support, Acterys Reporting provides full flexibility for analysts and CFOs who need more from their visuals. With built-in financial statement formatting features and centralized styling options, reports look consistent, clean, and ready for boardrooms.

Ideal for FP&A, strategy, and operations teams, this custom Power BI visual for finance integrates seamlessly with Acterys' planning capabilities for an all-in-one reporting and decision-making solution.

Key Features:

• Custom Row and Column Calculations: Add Gross Margin, EBIT, and other metrics using spreadsheet-style logic directly in Power BI.
• IBCS-Compliant Variance Visualization: Display variances in absolute/relative terms using customizable waterfall charts and comparison columns.
• Rich Text Commenting: Add row- or cell-level narratives to highlight assumptions or insights, ideal for collaboration and audit trails.
• Professional Financial Formatting: Apply underlines, parentheses, percent signs, and scaling to ensure financial formatting in Power BI is precise and presentation-ready.
• Centralized Styling Table: Ensure report-wide consistency using centralized styling in Power BI—colors, sizes, and formatting update in real time.
• Planning & Write-Back Integration: Adjust values and planning assumptions directly in the report using write-back features in Power BI.

Key Benefits:

• Rapid Report Creation: Build financial reports quickly, without needing deep DAX expertise.
• Standardized Visuals: Adhere to IBCS standards for clear, comparable reporting across teams.
• High Customization: Tailor reports with flexible calculations and visual logic.
• Cohesive Presentation: Maintain brand consistency with centralized visual settings.
• Collaborative Insights: Use row-level commenting in Power BI to explain numbers and foster alignment.

Why Choose Acterys Power BI Visuals?

• Trusted by over 1,000 customers including SMBs, government agencies, and Fortune 500 companies
• 1M+ global downloads with 4.5+ average ratings
• 9 custom visuals and 20+ integrated apps across Microsoft AppSource
• Supports QuickBooks, Xero, Oracle NetSuite, Microsoft Dynamics 365, and more

To learn more, visit Acterys | Plan to Succeed

Simplify financial reporting in Power BI with Acterys Reporting—built for finance professionals who demand clarity and control.
Book your demo today and start creating insightful, IBCS-aligned reports with ease.