Adaptive Insights is our central hub for data integrity, where folks can go for a single answer to their finance questions. I can’t imagine going back to using any other product.
Stacy Robson, Director of Finance, California Academy of Sciences
Make the move from spreadsheets and start accelerating your budgeting and planning cycles. Plan and forecast by program, project, fund, and grant. Track expenses and donor contributions efficiently and effectively. Perform allocations, manage financials across funds and projects, and perform balance sheet and cash flow planning.
Our easy-to-use reporting functionality helps you easily generate balance sheets and annual financial statements, and streamline other regulatory filings. Drag-and-drop reporting across multiple dimensions lets you track the performance of and get on-demand visibility into funds, projects, programs, departments, employees, and more.
I can look at the most detailed budgeting level and then quickly switch to a global view of the organization. We can easily slice data in different ways, such as reviewing department level budgets by project versus overall organization spending.
Claire SunSpiral, Finance Director, Yerba Buena Center for the Arts
Analyze and plan for fundraising efforts over multiple channels. Model operating expenses. Create plans based on average donor contributions and cost per program. Analyze by fund, program, project, and more. Model personnel allocations for programs and projects, plan program overheads, and allocate shared costs.
Use Adaptive Insights to rapidly build rolling forecasts that drive business projections on a monthly basis. Incorporate the latest actuals for event registration revenues and expenses, membership renewals, and financials from other events into the projections, and integrate with common data sources for nonprofits, such as Blackbaud, Sage, Microsoft Dynamics, and more.