Adaptive Insights

Traditional planning is too hard and too slow for today's agile businesses. For active planning, you need a solution that's easy, powerful, and fast. Adaptive Insights is cloud-based corporate performance management (CPM) that provides everything you need to enable an active financial planning process.

Adaptive Insights automates collaborative planning, reporting and analysis of both operational and financial data, and financial consolidation. You get a best-practice, active planning process to drive business success.

An active planning process is collaborative, comprehensive, and continuous—one that results in a better business plan. You'll get greater visibility into business performance, build confidence in the numbers, make data-driven decisions, and increase buy-in and accountability throughout the organization.

Adaptive Insights Active Planning Process

Modeling & Forecasting

Shorten Cycle Times & Engage Business Users with Powerfully Simple Modeling for Budgeting, Forecasting, and Planning

Rescue your budgeting, planning, and forecasting from slow and painful manual processes and improve your productivity by more than 70%. Integrate revenue and expense planning, use rolling forecasts, and analyze performance. Model sales capacity, determine quotas, and assign territories. With cloud-based planning software, you work the way you want to work – on the web, in Excel, or mobile.


Plan as a Team and Adapt with Agility & Built-in Collaboration

An active planning process is a collaboration between your finance team and the rest of your organization. It's based on shared, robust financial and operational models, and it's a continuous, ongoing process rather than a traditional once-a-year budgeting event. Our Business Planning Cloud enables the entire collaborative planning process from modeling your business to monitoring and analyzing your business performance to generating and sharing reports and dashboards. With Adaptive Insights, you can respond to changing conditions with confidence and agility, make timely decisions, and better manage your business.


Drive Business Performance With Interactive Dashboards, Data Visualizations, and Charts That Are Easy to Create, Personalize, and Share

Take control with self-service, interactive dashboards, visualizations, and charts to help you monitor and drive business performance. Visualize numbers and charts side by side while you plan. Easily see variances in a waterfall chart. Personalize financial, sales, and operational dashboards with your own KPIs and perform period-over-period analyses. Analyze real-time financial, sales, and operational data to reach your own conclusions and apply what you've learned to improve your plan. With easy, powerful, and fast analytics and dashboard software, you can plan and adapt in real-time to drive business success.

Management & Ad Hoc Reporting

Access Easy-to-Use Management, Financial, and Sales Reporting Software—All in the Cloud

Empower your finance, sales, and operations teams and managers with intuitive and interactive self-service reporting. Distribute reports, slice and dice management and financial reports, and drill down into the details with speed and ease.

Board & External Reporting

Deliver Stunning, Instantly Updated Management Reports With the Microsoft Office Suite and OfficeConnect

Easily create high-quality reports, board books, and presentations with Microsoft Office (Excel, Word, and PowerPoint). With total control over formatting and the power to refresh your data with one click, you'll reduce your financial reporting process from days to minutes.

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.

Adaptive Insights

Download the Datasheet

Adaptive Insights Suite Datasheet

For More Information

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