Finance makes sure the charity is properly run and accounted for, so those activities can reach as many people as possible.
Carrie Bowers, Head Master Finance Officer, YMCA London South West
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, programmes, departments, employees, and more.
Adaptive Insights proved to be much better than what other vendors could offer. The ability to build a model in Adaptive that matched our unique business requirements was a huge advantage over other, more rigid solutions.
David Smith, Head of Financial Management and Performance, Alternative Futures Group
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 programmes 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.