Connect & Consolidate Cloud Accounting Data in Power BI
Join us for an in-depth training on Acterys Apps, a comprehensive end-to-end solution customized for various source systems including Xero, WorkflowMax, QuickBooks, MYOB, HubSpot, and Dear. This session aims to equip you with the expertise to seamlessly integrate these applications into your financial planning and analysis workflows, thereby boosting efficiency and insight throughout your organization.
Key Topics Covered:
-Comprehensive overview of Acterys Apps for seamless financial planning.
-Detailed guide on connecting to app sources and utilizing new application settings.
-Insights into Power BI Apps, Excel templates, and handling typical customer requirements.
-Strategies for effective data consolidation, currency conversion, and mappings.
-Exploration of planning capabilities within apps for forward-looking financial management.
⏳ In this video:
00:00 Introduction to Acterys Apps and their capabilities.
05:00 Step-by-step guide on app source connection and setup.
15:00 Detailed explanation of application settings and customization.
25:00 Discussion on data consolidation, currency conversion, and customization.
35:00 Insights into planning features and how they enhance app utility.
45:00 Live demonstrations and practical examples of app integration and usage.
Follow Acterys:
Website: https://www.acterys.com
Blog: https://www.acterys.com/blog
Linkedin: / acterysfpa
Facebook: / acterys
Twitter: / acterysfpa
Appsource: https://appsource.microsoft.com/en-us...
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