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The Goldilocks Budget: Best practices for developing a “just right” budget for your business

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CFO Indicator Q2 2016 – Peak Ascent: How FP&A Can Guide CFOs to Great Heights

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CFO Indicator Q1 2016: Big Data, Better Vision: The Agile CFO

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webcast

10 Most Popular Excel Tips and Tricks (and When to Use Them)

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  • datasheet

    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.
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    Adaptive Integration for Sage Intacct Datasheet

    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.
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    Arts & Culture Datasheet

    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...
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    Associations Datasheet

    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.
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  • datasheet

    Education Datasheet

    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.
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    Faith-Based Datasheet

    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,...
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  • datasheet

    Foundations Datasheet

    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.
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    Health and Human Services Datasheet

    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...
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  • datasheet

    Adaptive Insights and Sage Intacct Datasheet

    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...
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  • datasheet

    OPEXEngine and Adaptive Insights

    Learn how Software companies can benchmark their performance vs their peers on over 400 SaaS metrics and KPIs through Adaptive Insights’ partnership with software benchmarking leader OPEXEngine.
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  • datasheet

    OfficeConnect Datasheet

    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.
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  • datasheet

    Adaptive Reporting

    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.
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  • datasheet

    Banks and Credit Unions Datasheet

    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.
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  • datasheet

    Nonprofit Datasheet

    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.
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    Software Planning & Analytics Solution

    Learn how the Software Planning & Analytics Solution enables software and subscription businesses to plan, monitor, and analyze subscription software and service performance.
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  • datasheet

    Adaptive Integration for Planning

    Learn how Adaptive Integration for Planning supports a customer-controlled ETL experience for the Adaptive Suite moving from simply running data imports to configuring an end-to-end integration.
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  • datasheet

    Adaptive Integration Datasheet

    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.
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  • datasheet

    Higher Education Datasheet

    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.
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  • datasheet

    eLearning Datasheet

    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.
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  • datasheet

    Energy and Utilities Datasheet

    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.
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  • datasheet

    Healthcare Datasheet

    Learn how healthcare organizations navigate financial challenges—fluctuating patient volumes, increasing government regulations, and declining insurance reimbursements—with Adaptive Insights. The multi-dimensional, driver-based modeling capabilities in Adaptive software fulfill healthcare planning and reporting needs.
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    Retail Datasheet

    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.
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    Support Datasheet

    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.
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  • datasheet

    Insurance Datasheet

    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.
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    Manufacturing Datasheet

    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.
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    Analytics Datasheet

    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.
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    Business Services Datasheet

    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.
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  • datasheet

    Financial Consolidation Datasheet

    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.
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  • datasheet

    Multi-Instance Planning & Analysis Datasheet

    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.
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  • datasheet

    OfficeConnect Datasheet

    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.
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  • datasheet

    Transaction Reporting and Analysis Datasheet

    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.
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  • datasheet

    Adaptive Insights for Finance Datasheet

    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.
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  • datasheet

    Modeling Datasheet

    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.
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