The Adaptive Suite

Embrace Active Planning With the Only Corporate Performance Management (CPM) Software That is Easy, Powerful, and Fast

The Adaptive Suite is cloud-based corporate performance management software (also known as enterprise performance management or EPM software) that delivers incredibly intuitive budgeting, planning, forecasting, reporting, and dashboards. Designed for business users and accessible from anywhere, our CPM software solution helps you visualize performance, plan effectively, and monitor results.
EPM Software: Example of a P&L statement template in Adaptive Planning.

Maximize Your Visibility Into Plans, Forecasts, Revenue, Expenses, and Headcount

Static planning with manual spreadsheets and processes or legacy on-premise solutions don’t cut it anymore. They create risk and eat up a lot of productive time. The Adaptive Suite has helped thousands of organizations worldwide use active planning to transform their balance sheet and cash flow plans, revenue forecasts, headcount analysis, budgets, and expense plans, so that their planning process is collaborative, comprehensive, and continuous.

Learn how the Adaptive Suite solves common financial challenges


EPM Software: Example of a P&L statement template in Adaptive Planning.

The Power to Plan Effectively, Continuously—and 70% Faster

Trust your budgeting, planning, modeling, and forecasting process to drive results. Eliminate risk with always-fresh data, version-controlled plans, and driver-based models. Save time planning using workflows so that everyone is on task and working collaboratively. Engage your finance and business partners with easy-to-use planning sheets on the web as well as using our Excel-based interface. Give your users real self-service they’ll actually use—finally.

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EPM Software: Example of a P&L statement template in Adaptive Planning.

KPI Dashboards That Give Everyone Instant Insight Into the Past, Present, and Future

Monitor the metrics that matter with KPI dashboards that make it incredibly easy for your managers to see how they are performing. Powerful financial intelligence and analytics let you understand your business better: instantly visualize variances, drill down into source transactional data to see their causes, and take action by re-planning and forecasting. It's all connected to the same data sources, so data is always accurate and up to date.

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EPM software with excel, powerpoint and word integration

Financial and Management Reporting That’s Incredibly Easy to Use and Always Up to Date

No more copying and pasting, no more reporting delays — just always up-to-date reports, accessible from anywhere. Any user can build the financial reports they need just by dragging and dropping in a browser with a pivot table-style experience. Slice and dice the data however you need. Or use Adaptive OfficeConnect to combine our cloud-based CPM platform with Microsoft Office and deliver beautifully updated and accurate reports, presentations, and board books in minutes, not hours (or days). Spend less time building the same reports repeatedly and instead spend more time understanding your business.

Learn more about Adaptive Reporting and Adaptive OfficeConnect

EPM software with excel, powerpoint and word integration

Real-Time Financial Consolidation That Accelerates Your Financial Close

Automate more, reduce risk, and close faster with powerful, built-in accounting intelligence. Adaptive Consolidation empowers accounting by simplifying journal entry management, automating reclassifications, and speeding intercompany eliminations and financial reports. Cut time and waste by validating data automatically and improving collaboration in your financial close process. And since the Adaptive Suite shares a common data platform, you can move from financial close to budgeting simply with one click.

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Created for the Cloud. Performance, Collaboration, and Integration—All Built into the Core

The Adaptive Suite corporate performance management software is purposely-built on a powerful cloud computing platform, with a modern in-memory calculation engine. That means our highly scalable and secure architecture and infrastructure delivers consistent performance to our customers regardless of the number and location of users as well as the number and complexity of their models. We designed the software to be IT-friendly to minimize support costs, but let finance manage the applications. Users can collaborate from anywhere—via web, mobile, and with our Microsoft Excel Interface for Planning. Our Adaptive Integration framework lets business users easily connect the Adaptive Suite with common ERP, CRM, or HCM platforms such as Salesforce, NetSuite, Intacct, and MS Dynamics as well as custom data sources you may have in SQL, Oracle, Excel, etc.

Learn about the Adaptive Suite's technology platform

The only unified planning, reporting, and analytics suite of EPM software built for the cloud.

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