Streamline Financial Planning and Reporting with IN2FPA and Acterys Apps
At IN2FPA, we empower small and medium-sized enterprises (SMEs) to overcome the challenges of inefficient and costly financial planning and analysis processes. By seamlessly integrating Xero with Power BI, Excel, and Acterys Apps, we transform your raw financial data into actionable insights that drive business performance.
Our standardized solutions reduce the need for custom development, reducing risk and saving you time. Leverage familiar tools like Excel and Power BI for real-time budgeting, forecasting, and reporting directly from your Xero data. Acterys will take care of the database.
Experience a new level of efficiency and accuracy in your financial operations.
Unlock the Full Potential of Your Xero Data
Services
Seamless Integration with Power BI and Excel
Connect your Xero data directly to Power BI and Excel without manual exports or complicated setups. Our native integration ensures real-time access to your financial information, enabling timely and informed decision-making.
Real-Time Budgeting and Forecasting
Perform budgeting and forecasting directly within Power BI and Excel, complete with write-back capabilities to your own easy-to-manage Acterys data warehouse. Adjust your budgets and forecasts in real-time and immediately see the impact on your financial reports.
Standardized, Risk-Free Implementation
Avoid the pitfalls of custom configurations with our standardized, repeatable solutions. We provide out-of-the-box models and templates designed specifically for SMEs using Xero, ensuring a quick and secure implementation process. If we don’t have a model for your business category, we will develop one for you.
Testimonials
When discussing my requirements with IN2FPA, I found the team extremely knowledgeable about how to solve my reporting frustrations
― Rebecca, Senior Finance Manager @ Startup N
I can really see the potential of these solutions. IN2FPA is continuously improving their products and services. In fact I am looking forward to working with my clients on their Xero reporting solutions. It is great to work with the tools I already know.
― Chris, Partner Consultant @ H Consulting
Managing the key levers of your business
will make all the difference.
Our Success
20 yr. +
Our team brings over 20 years of experience in financial planning and analysis, working closely with SMEs to provide effective solutions that drive results.
100%
Commitment to Client Success.
We are fully committed to delivering value to our clients and enabling them to achieve their financial goals. Your success is our success.
24/7
Our dedicated focus on integrating Xero with Power BI and Acterys Apps ensures you get the most out of your financial data.
FAQ
Who is IN2FPA?
IN2FPA is a team of Financial Planning & Analysis (FP&A) professionals dedicated to helping SMEs unlock the full potential of their Xero data. Frustrated by convoluted and expensive solutions that fail to meet reporting needs, we’ve made it our mission to provide streamlined, efficient, and cost-effective financial planning and reporting solutions.
How are the products and services provided?
We specialize in delivering standardized solutions that integrate Xero with Power BI and Acterys Apps. Our approach eliminates the need for custom configurations, reducing risk and implementation time. We offer a range of services from initial setup and integration to ongoing support and training.
What do you strive for?
Our mission is to transform the way businesses approach financial planning and analysis. We understand the unique challenges faced by small and medium enterprises. That’s why we are dedicated to providing tailored solutions that not only simplify financial processes but also offer insightful and actionable business intelligence.
How is this achieved?
We achieve this by leveraging the capabilities of Acterys Apps and Power BI to create seamless integration with Xero. Our team works closely with you to understand your unique needs while maintaining a standardized approach that ensures consistency and reliability. Our solutions are more than just technology; they are about enabling small to medium businesses to achieve their financial goals with greater efficiency and clarity. From initial consultation to implementation and support, we are committed to your success at every step.
What services does IN2FPA specialize in?
Xero Integration:
Easily connect your Xero data with Power BI and Acterys Apps. Multi-currency, robust consolidations with intercompany eliminations. Augment your data via the Acterys Modeller. Manage your master data.
Financial Planning & Analysis:
Advanced budgeting, forecasting, and reporting solutions. Various modules, including Finance, Sales, Gross Margin, HR, Capex, S&OP, Balanced Scorecards, Strategic Management Dynamics, Activity Costing
Training & Support:
Empowering your team to make the most of our solutions. You will not need to learn a new programming language. We will provide turn-key solutions, you just bring your data.
Yes, we can provide training on how to maintain the solution, and also any parts assuming you want to learn e.g. Power BI, Excel or coding.
Consultancy:
Ongoing advice to optimize your financial processes. We want to understand how we can better provide you with improvements to our standardized models.
How does IN2FPA differ from other service providers?
Unlike others, we focus on delivering standardized, repeatable solutions that minimize risk and implementation time. Our deep expertise in Xero, Power BI, and Acterys Apps allows us to offer a unique combination of tools, enabling real-time budgeting and forecasting directly within familiar applications like Excel and Power BI.
How does IN2FPA support businesses using Xero?
We provide extensive support for businesses using Xero by integrating it with advanced tools like Power BI and Power Apps. Our goal is to enhance efficiency and effectiveness within your financial operations.
IN2FPA offers comprehensive support to businesses utilizing Xero by providing plug-and-play reporting and consolidation solutions. We understand the importance of robust and flexible budgeting and planning systems, which is why we leverage familiar tools like Excel and Power BI to enhance these processes.
Our approach is designed to seamlessly integrate with Xero, ensuring that your financial data is managed effectively and efficiently. We tailor our support to meet your specific Xero data management requirements, ensuring that you have access to accurate, up-to-date financial information for informed decision-making. With IN2FPA, you can expect a seamless blend of technology and expertise, all focused on optimizing your Xero experience.
Join Us on the Journey to Financial Mastery!
Whether you’re an SME looking to optimize your financial operations or an accounting firm aiming to enhance your service offerings, IN2FPA is here to guide you. Our solutions empower you to gain real-time insights, streamline your financial processes, and drive business performance.
Will the solution scale with business growth?
Acterys, Power BI and Excel are enterprise grade systems. When you outgrow our standard modules and need something new and unique, or implement another ERP, Acterys solution partners will be able to support you. This is an all-in-one solution which you will not outgrow.
Ready to Transform Your Financial Planning and stop wasting all that time?
Would you like to know more? Set up a meeting with one of our consultants today to discover how we can help you leverage your Xero data for enhanced business performance.
We will briefly discuss your requirements and answer any questions you may have. If you’re satisfied with what you hear, we can configure a trial environment for you to explore with our guidance. We can quickly load data into our starter model for you to explore for 14 days.
Do you want to save heaps of time and frustration next month-end?
Then book a meeting this month.
About Us
We are IN2FPA, specializing in bringing Xero data to life.
We work closely with you to provide all-in-one reporting & planning solutions for SMEs
IN2FPA 