Enhance Sage Intacct Financial Planning & Modeling

Rapidly Translate your Sage Intacct Data into Actionable Insights with Planning, Modeling, & Analytics from Adaptive Insights

Make finance more strategic by combining the power of Sage Intacct, the cloud-based financial management software rated #1 for customer satisfaction, with Adaptive Insights, the #1 cloud corporate performance management (CPM) system to automate and accelerate your accounting and planning functions. Spend less time collecting data, working in manual spreadsheets, and formatting reports. Instead drive your business forward with deeper collaboration between finance and the rest of the organization.

Accelerate your planning and modeling processes by automating the import and export of actuals and budgets between Sage Intacct and Adaptive Insights.

Drill through to ERP transactional data from Intacct to understand your plan's driver data

Sage Intacct + Adaptive Insights: Make Finance More Strategic

Critical accounting and finance processes like month-end close, reporting, and annual budgeting take too long due to disjointed data sources, multiple versions of the truth, and version control issues. This leaves your teams less time to engage and collaborate with the business stakeholders effectively.

When you integrate your cloud financial management software with your planning system, you are able to free up your finance resources to deliver strategic value to your organization. Instead of hunting down data, and rebuilding tedious reports, spend your time understanding your business and developing deeper insights.


Drill through to ERP transactional data from Intacct to understand your plan's driver data

Business Managed Integration Accelerates Planning

Whether adjusting rolling forecasts, or creating new scenarios based on new transactional data, Adaptive Insights provides the full complement of capabilities needed for a complete active planning process. With a purpose-built integration and the ability to automate data imports and mappings between Sage Intacct and Adaptive Insights, organizations who value strategic financial teams are able to speed up their business processes, enhance collaboration, and deliver the deeper insights needed to manage their organizations.

Our native integration automatically maps 250+ Sage Intacct objects to Adaptive Insights. There's also no need to burden your IT department. The integration is designed with finance users in mind, so you can manage your integration easily.


Drill through to ERP transactional data from Intacct to understand your plan's driver data

Self-Service Sage Intacct Reporting and Analytics with Real-Time Data

Easy drag-and-drop self-service management reporting empowers users to visualize and track financial and operational performance using real-time data from Sage Intacct cloud-based financial management software. Refresh reports and charts in presentations and board books with a single click. Tasks that took hours or days to complete, now take only minutes or even seconds.

Instead of racking your brain and wondering if you are working with the right version of the data, try something smarter than a static spreadsheet. With Adaptive Insights, you'll easily build shared KPI dashboards and confidently monitor financial progress together with your stakeholders.

See why more Sage Intacct customers rely on us for their planning and modeling.

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There is no better budgeting, planning, and analytics suite to complement Sage Intacct cloud-based financial management software.

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