Adaptive Insights

A web-based budgeting, planning & forecasting software.

Expense Variance Analysis Report
Adaptive Planning Sheets & Data Visualization
Adaptive Planning Cash Flow
Adaptive Planning Balance Sheet

About Adaptive Insights

Adaptive Insights is powering a new generation of business planning. Driving business agility in a fast-moving world, the Adaptive Insights Business Planning Cloud leads the way for people in companies to collaborate, gain insights, and make smarter decisions faster. Powerful modeling for any size organization, yet so easy for everybody who plans.

Our Adaptive Insights Business Planning Cloud enables a comprehensive set of cloud-based software solutions supported by a powerful, in-memory technology platform that enables functional and company-wide business planning and built-in analytics at very large scale. Today, we offer Adaptive Insights for Finance and Adaptive Insights for Sales, purpose-built solutions that allow those closest to the business to plan.

Adaptive Insights Aims to Help Mid-Size & Enterprise Organizations:

  • Cut planning, reporting, & close cycles by 70%+
  • Engage managers with an easy to use experience (web. Excel, mobile)
  • Reduce costs by 90%+ versus traditional on-premise systems
  • Get access from anywhere to an always up-to-date application
  • Use reporting and visuals to drill into KPIs and trends

Standard & Reporting Features:

  • Customizable dashboards
  • Drill-in functionality within visuals
  • Report sharing & collaboration
  • Excel, PowerPoint & Word integration for 1-click report updates

Data Discovery & Visualization Features:

  • Multiple pre-built visualization formats (heat maps, scatter plots, etc.)
  • Predictive analytics
  • In-sheet visualizations combine real time models with beautiful charts
  • Sparklines visualize trends & allow adjustments visually

Platform Features:

  • Snapshot of External Data
  • In-memory data model for faster & more scalable processing
  • Multi-Data Source Reporting (Blending)
  • Data warehouse / dictionary layer
  • Role-based administration with permissions down to the cell level
  • Easy integration with, NetSuite, Intacct, & MS Dynamics
  • End users get what they need without IT

Product Overview

Market Focus

Ratio of reviewers by organization size.

Industry Focus

Ratio of reviewers by sector.

Health Care
Finance & Insurance
Other Industries:
  • Government (8%)
  • Educational Services (7%)
  • Real Estate (7%)

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