Skip to main content
analytics Financial Planning & Analysis

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.

Start Free Trial arrow_forward See ROI calculate
★ Gartner 4.6/5 ★ G2 4.9/5
FP&A Dashboard - Q4 2025

Profit & Loss Summary

Revenue $4,280,000
COGS ($2,140,000)
Gross Margin $2,140,000
OpEx ($1,498,000)
Net Income $642,000

Budget vs Actuals

Rev
+7%
COGS
+3%
OpEx
-5%
trending_up

Net Income Variance: +$42K

7.0% above budget target

schedule
80%

Faster Close Cycle

edit_note
$20+

Hours/Month Saved

account_tree
100%

Multi-Entity Support

star
4.9/5

G2 Rating

warning The Status Quo

The Spreadsheet Problem

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

warning

Without Acterys

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

With Acterys

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

FP&A Capabilities

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

edit_note

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
compare_arrows

Variance Analysis

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

Auto Variance Drill-Down Alerts
fork_right

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
account_tree

Consolidation

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

OneWorld Eliminations Board Packs
account_tree End-to-End Process

FP&A Workflow

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

cloud_download

Step 1

Data Collection

Live sync from NetSuite via SuiteQL

south
query_stats

Step 2

Analysis

Variance, trends & KPI tracking

south
edit_calendar

Step 3

Planning

Budgets, forecasts & scenarios

south
bar_chart

Step 4

Reporting

Power BI dashboards & board packs

south
group

Step 5

Collaboration

Share plans across teams

groups Cross-Functional

Built for Every Team

See how each department benefits from connected FP&A.

Finance & FP&A

Use Cases

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

Mini Dashboard

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

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

star star star star star
"We cancelled SuiteAnalytics Connect within a month. The SuiteQL approach is faster, more reliable, and our CFO loves the dashboards."
person

Director of FP&A

$200M Manufacturing

$24K saved

per year

star star star star star
"Setup took 10 minutes - not an exaggeration. We went from CSV exports to live Power BI dashboards in an afternoon."
person

VP of Finance

Series B SaaS

20 hrs/mo

reclaimed

star star star star star
"The incremental sync is a game-changer. Our Power BI reports refresh in seconds instead of the 30-minute ODBC timeouts we used to deal with."
person

BI Team Lead

$500M Retail

45+ tables

synced daily

star star star star star
"We consolidated 4 subsidiaries into a single Power BI model. What used to take 3 days now happens in under 2 hours, automatically."
person

Controller

Multi-Entity Manufacturing

93% less

reporting time

star star star star star
"Our board packs are now generated automatically from live NetSuite data. We can now build and manage budgets directly in Power BI."
person

CFO

Healthcare Services

$12K saved

per year

help FAQ

FP&A Questions Answered

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

Replace Spreadsheet FP&A with Real Planning

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

rocket_launch Start Free Trial
timer 14-day free trial
credit_card_off No credit card
verified_user SOC2 compliant

Related Resources

download

NetSuite Data Export

Export NetSuite data to Power BI, SQL Server, Snowflake and more.

Learn more arrow_forward
analytics

Power BI Integration

Build live NetSuite dashboards without SuiteAnalytics Connect.

Learn more arrow_forward
cases

Case Studies

See how finance teams use Acterys for FP&A and reporting.

Learn more arrow_forward
calculate

ROI Calculator

Calculate your savings from eliminating manual reporting.

Learn more arrow_forward