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Turn NetSuite Into a Complete FP&A Platform

Stop exporting to spreadsheets. Acterys brings budgeting, forecasting, variance analysis, and scenario planning to Power BI - with live NetSuite data.

Your forecast is not wrong because the model is wrong. It is wrong because it was exported eleven days ago.

The pack builds itself off the warehouse

Budgets, forecasts and variance run on the same synced tables, so a plan is compared against actuals that arrived overnight rather than against an export somebody remembered to take.

Actuals land before the analyst does

The sync runs on a schedule, so the variance column is current at 06:12 whether or not anyone was in the office.

Consolidation is not a monthly rebuild

Subsidiaries roll up in the model, with eliminations and intercompany matching applied in place.

Write-back, not a one-way extract

Plan figures are written back rather than kept in a spreadsheet beside the model, so a forecast lives in the same place as the actuals it is compared against.

The variance page of a board pack. It reads the synced warehouse, so it is current at 06:12 whether or not anyone exported anything.

The Spreadsheet Problem

Most NetSuite FP&A teams are still stuck in spreadsheet purgatory. There is a better way.

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Without Acterys

  • Export CSVs from saved searches
  • Copy-paste into 15+ Excel tabs
  • Version control chaos
  • Budget vs actuals takes 3+ days
  • "Which version is latest?"

With Acterys

  • Live NetSuite data synced automatically
  • Budgets entered directly in Power BI
  • Scenario planning & what-if analysis
  • Budget vs actuals in real-time
  • One source of truth for the entire org

FP&A Capabilities

Everything your finance team needs, built on live NetSuite data.

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Budgeting & Forecasting

Create budgets, rolling forecasts, and what-if scenarios directly in Power BI with live NetSuite data.

Top-Down Budgets Rolling Forecasts Scenario Planning
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Variance Analysis

Automatic budget vs actuals with drill-down by account, department, subsidiary, and custom segments.

Auto Variance Drill-Down Alerts
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Scenario Planning

Model best/worst/likely cases side-by-side with instant P&L impact. Adjust assumptions and see results in real-time.

What-If Side-by-Side Instant Impact
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Consolidation

Multi-subsidiary consolidation with inter-company eliminations. Automate board packs and regulatory filings.

OneWorld Eliminations Board Packs

FP&A Workflow

From raw NetSuite data to actionable plans - a continuous, connected loop.

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Step 1

Data Collection

Live sync from NetSuite via SuiteQL

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Step 2

Analysis

Variance, trends & KPI tracking

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Step 3

Planning

Budgets, forecasts & scenarios

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Step 4

Reporting

Power BI dashboards & board packs

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Step 5

Collaboration

Share plans across teams

Built for Every Team

See how each department benefits from connected FP&A.

Finance & FP&A

Use Cases

  • Monthly close automation
  • Budget vs actuals with drill-down
  • Rolling 12-month forecasts
  • Cash flow projections

Mini Dashboard

Finance Dashboard
Monthly Close 5 days → 4 hrs
Forecast Accuracy 96.2%
Time Saved 20+ hrs/mo

CFO Dashboard Preview

See what your executive team will see - powered by live NetSuite data.

Acterys FP&A - CFO Executive Dashboard

Annual Revenue

$17.2M

+12% YoY

Gross Margin

52

+3.2pp

Net Income

$2.4M

+18% YoY

Cash Position

$4.8M

Healthy

Revenue Trend (Quarterly)

Q1
Q2
Q3
Q4

Operating Margin

52% Target: 48%

4pp above target

AR Aging

Current $1.2M
30 Days $480K
60 Days $120K
90+ Days $45K

What FP&A Teams Say

Named accounts are under NDA, so these are by role and sector. Every figure is the one that team reported back to us after go-live.

Director of FP&A
“We cancelled SuiteAnalytics Connect within a month. The SuiteQL route is faster, it does not break on a NetSuite release, and the CFO has dashboards he actually opens.”

$200M manufacturing · $24K a year saved

VP of Finance
“Setup took ten minutes, which I did not believe until I did it. We went from CSV exports to live Power BI in an afternoon.”

Series B SaaS · 20 hours a month reclaimed

BI team lead
“The incremental sync is the whole thing. Reports refresh in seconds where we used to sit through thirty-minute ODBC timeouts.”

$500M retail · 45 tables synced daily

Controller
“Four subsidiaries in one Power BI model. What took three days at every close now happens overnight and nobody touches it.”

Multi-entity manufacturing · close cut from days to hours

Chief Financial Officer
“Board packs generate themselves from live NetSuite data now, and we build and manage the budget in the same place we read the actuals.”

Healthcare services · $12K a year saved

FP&A questions

Common questions from finance teams evaluating Acterys for FP&A.

Can't find what you need? Book a call and we will walk through it together.

Acterys enables direct budget entry and rolling forecasts within Power BI using live NetSuite data. Changes are written back to a central planning model, eliminating spreadsheet-based workflows. Teams can build top-down or bottom-up budgets with drill-down by account, department, and subsidiary.

Replace Spreadsheet FP&A with Real Planning

Budget, forecast, and report in Power BI with live NetSuite data. 14-day free trial.

Why we built this: paying $499 a month for an ODBC licence just to read your own data never made sense. We built the connector that removes that line item.

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