Adaptive Insights has allowed us to increase engagement and significantly reduce the time spent on the budget process. It’s simpler, people are more involved, and it takes a lot less time.
Kevin Bradshaw, Finance Director, Gentiva
Move beyond wrangling spreadsheets and fixing broken calculations. Our flexible planning software centralizes budgets, actuals, plans, forecasts, calculations, and cell notes to ensure integrity—from summary to detail. Adaptive Planning establishes a common data foundation that fuels trust and accountability, and ensures that your planning processes scale with your business.
From budgeting expenses to creating financial statements and forecasting revenue, Adaptive Planning accommodates all types of modeling—workforce, capital, and revenue—across all industries and sizes. Financial and currency logic eliminates the complexities of departmental and global planning. It’s integrated planning that drives transparency throughout the organization.
Adaptive Insights forecasting software enables rolling forecasts with integrated driver-based scenarios that you can tune in real time. With the latest actuals, assumptions, and modules always at hand—and truly responsive calculations and reports—Adaptive Planning lets you proactively manage change, model outcomes, and course-correct at the pace your business demands.
Adaptive Planning’s incredibly intuitive, web-based planning sheets make it simple to move from manual budgeting, forecasting and planning in Excel. It’s a familiar look and feel, without the familiar overhead. Our sheets provide centralized data entry, instantly calculated results, organizational security, and workflow, eliminating duplicated effort and time wasted consolidating the plan.
Adaptive Planning is part of the Adaptive Suite, so you can enrich your planning process with dynamic, interactive reports, data visualizations, and visual dashboards—no coding required. Get a view of the entire enterprise—corporate metrics, operational performance, functional KPIs—and immediately adjust plans and forecasts based on visual exceptions and trends.
Built-in workflow allows managers to review and approve budgets, plans, and finance professionals to see what’s been submitted and approved. It’s the real-time workflow you need to ensure that everything keeps moving. Track common planning tasks, use discussions and cell notes to collaborate, and monitor changes and issues with a powerful audit trail.