Adaptive Insights is powering a new generation of business planning for businesses of all sizes with the Adaptive Insights Business Planning Cloud. Addressing the need for greater business agility in a world that moves fast, Adaptive Insights’ hallmark easy-to-use planning solutions are available to everybody in an organization.
Learn more about Adaptive OfficeConnect: software that makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. Completely connected with Adaptive Planning and Adaptive Consolidation, it creates dynamic, beautiful reports always based on the latest data.
The Professional Services team at Adaptive Insights strives for excellence and it shows: With its deep product expertise, best practices knowledge, and real-world CPM and BI experience, the team earned top place in customer satisfaction surveys by Gartner and BPM Partners.
Adaptive Insights for Finance—Enterprise Datasheet
Read an overview of Adaptive Insights for Finance for large organizations. Our business planning cloud enables power and scale without compromising ease of use. Learn how you can drive broad user engagement and active planning to create a more agile business.
With Adaptive Integration, a robust, customer-controlled integration platform for Adaptive Insights, finance and accounting departments are able to easily automate importing their Sage Intacct data directly into Adaptive Planning, along with data from other source systems.
Read how arts and culture organizations plan and analyze with Adaptive Insights to better achieve their mission. Budgets must be accurate to ensure they operate within their means. What they present to their board and to the public needs to be correct and reliable. Data automation, streamlined processes, and driver-based planning address these...
Explore how Adaptive Insights helps associations to focus more resources, more time and more energy on their mission by automating their data, enabling them to evaluate projects quickly and accurately and decreasing the painstaking work that financial professionals must work through now inputting financial information into other solutions.
Learn how Adaptive Insights helps education organizations adhere to strict fiscal guidelines, ensure they operate within their means and be transparent to demonstrate that they are good stewards of students’ tuition, and funds from public and private sources.
Read how Adaptive Insights enables faith-based organizations to drive transparency so they can demonstrate that they are good stewards of patrons’ funds, helps them manage multiple funds (restricted and unrestricted), programs, and locations, along with the business drivers associated with varied revenue streams, including donations, membership,...
Read about how Adaptive Insights enables foundations to adhere to their strict fiscal management, create accurate budgets that help ensure they operate within their means and be transparent to demonstrate that they are good stewards of the endowments and donors’ funds.
Explore how Adaptive Insights helps health and human service organizations focus more resources, more time and more energy on their mission by automating their data, decreasing the painstaking work that financial professionals must work through inputting financial information into other solutions, evaluating new projects, and minimizing...
Integrating actuals data from source systems into the Adaptive Suite enriches planning and accelerates reporting cycles. Sage Intacct is a leading cloud ERP for business that want to stay agile and keep an eye on the future. Our native integration seamlessly synchronizes transactional details and other data with between Sage Intacct and your...
Get an overview of the built-in reporting capabilities for Adaptive Planning and Adaptive Consolidation. These tools deliver powerful, interactive reporting functionality. No programming or special skills are required to use the simple drag-and-drop interface, so any user can create and run reports for analysis.
Read how Adaptive Insights provides banks and credit unions with a sector-ready CPM platform: immediate access to data and information from multiple systems, plus integrated revenue, expense, cash flow planning, reporting, and real-time visibility into KPIs and metrics on dashboards.
Read about how the Adaptive Suite helps nonprofit organizations keep their finances on track. When maximizing every budget dollar matters, a cloud-based corporate performance management solution allows these vital organizations to plan and report on complex operations and project cash flow.
Read about Adaptive Insights’ integration options to connect your source system or data with ours—including general ledgers and other enterprise apps such as ERP, CRM, HR systems, and data warehouses, whether located on-premises or in the cloud.
Explore how higher education organizations drive efficiency and streamline data with Adaptive Insights. Budgets involve several factors—such as government funding, grants, scholarships, and more—and require seamless collaboration from university staff down to the department level. Dynamic reporting resolves these challenges.
Get 24/7 access to Adaptive Insights eLearning courses. Designed by finance experts with years of experience, Adaptive Insights eLearning short videos are the most convenient way to learn about products at your own pace and incorporate new features into your model design.
Read how Adaptive Insights revolutionizes CPM for energy and utility companies. Spreadsheet-based systems are inefficient, error-prone, and fundamentally unsuited for the complex, dynamic planning and reporting the industry requires. Adaptive Insights provides a flexible budgeting, forecasting, and reporting solution that fits the bill.
Read about Adaptive Insights' retail-ready CPM system. Retailers and wholesalers need a finance solution that provides strategic insights in a dynamic economy. Adaptive Insights fits the bill, facilitating top-down and bottom-up planning and reporting at a variety of levels and dimensions, and complex what-if scenario analysis.
Learn about the support team that enriches the Adaptive Insights customer experience. Application experts, Adaptive Insights support representatives are ready by phone or email to patiently and thoughtfully guide resolution to any user issue—one reason why the team consistently ranks higher than 97% in customer satisfaction.
Learn how Adaptive Insights elevates planning and reporting processes for insurance companies. Adaptive recognizes insurance sector needs, including statutory and GAAP reporting, what-if analyses for varying levels of growth, and consolidation across multiple dimensions, including states, product families, and premiums.
Discover how manufacturing companies coordinate their production and sales planning with Adaptive Insights. With Adaptive corporate performance management (CPM) software, manufacturers streamline dissimilar planning processes, seamlessly integrate a variety of data sources, and consolidate complex data from multiple functions.
Discover how Adaptive Insights provides business services companies with a corporate performance management system that includes multi-dimensional, detailed personnel planning and reporting, integrated P&L and cash flow statements, and reporting and analysis of key metrics.
Read how Adaptive Insights' dashboards empower executives, line-of-business managers, finance, and more with visual insights and business user-driven analysis—all in the cloud. As your business grows, our analytics capabilties extend and scale to meet every analysis need.
Read how Adaptive Insights for Finance, an intuitive, cloud-based tool, enables organizations to accurately and efficiently consolidate their financials with a fraction of the resources required by traditional enterprise solutions.
Read about Adaptive Insights' multi-instance capabilities and key benefits. Multi-instance enables coordination of planning, reporting, and analysis across an organization with disparate planning requirements or multiple autonomous organizations.
Read an overview of Adaptive Insights' powerful and intuitive transaction reporting and analysis capabilities. Companies can improve their corporate performance management by enabling budget managers with self-service tools and integrating transaction-level detail with other enterprise applications.
Learn more about the most complete cloud CPM and BI package, Adaptive Insights for Finance, which includes unified planning, reporting, consolidation, and analytics solutions that are modern, powerful, and intuitive for all types of business users.
Learn how to elevate your corporate performance management with Adaptive Insights, the market leader in cloud-based budgeting, forecasting, and reporting. Adaptive Insights' rich modeling functionality and intuitive interface help make it the world's most usable cloud CPM application.