Adaptive Insights

Take control of your business planning, budgeting, and forecasting with the leading cloud-based business analytics solution built for finance and management teams.

The expectations on your financial department are changing. While Excel is a great tool, relying on spreadsheets for your planning, budgeting and forecasting will always cost you extra time and money in the long run.

Risks of Relying on Spreadsheets

Insecure, Stale Data: Spreadsheets are often shared through email, which can create security and version control issues. Not to mention that the data within them has a short shelf-life. Replanning can lead to hours of tedious, inefficient manual work.
Error Prone: Entering one wrong number or decimal can throw off years’ worth of planning efforts. Double-checking data and formulas is costly and time-consuming, time that could be better spent on strategic analysis.
Limited Visibility: Excel works fine for basic graphs and compiling data, but you’ll never gain a complete picture of your business. To truly see and forecast effectively, you need a collaborative tool that is more robust than spreadsheets.
Static Planning: The hours spent collecting your data is time taken away from discovering the value in it. Static planning leaves companies in a reactive, slow environment where teams “go rogue” and create their own budgets or forecasts.

The Adaptive Insights Business Planning Solution enables organizations of all sizes to collaboratively plan and model, easily access real-time analytics, and streamline complex reporting. You get easy, powerful, and fast software that empowers your finance, operations, and sales teams to better manage the business.

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THE ADAPTIVE INSIGHTS BUSINESS PLANNING CLOUD

ADAPTIVE PLANNING

Don't rely on those stagnate spreadsheet for your budgeting, forecasting, and reporting. Gain real-time insights and boost collaboration with Adaptive Insights integrated cloud solution.

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ADAPTIVE DISCOVERY

Empower your finance and management team with powerful dashboards and visual insights.

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ADAPTIVE CONSOLIDATION

Improve efficiency and accuracy with easy, integrated financial consolidation.

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What Our Clients Say

Eide Bailly really raises the level of your technology and what you can do in your business.”

What We Offer

Adaptive Planning

You don’t have to rely on spreadsheets anymore for budgeting, forecasting and reporting. Gain real-time insights and boost collaboration with the Adaptive Insights Business Planning Cloud.

Reduce the planning cycle time up to 90%
Decrease errors and improve data integrity with automatic aggregation
Improve transparency with audit trail, version control, and analysis tools
Collaborate with integrated workflow and process management
Model time with a universal and completely configurable calendar
Plan each facet of your business in a different time granularity, but roll it all up to see a unified view of all plans
Visualize insights with analytics, embedded throughout the planning and reporting process

Adaptive Discovery

Monitor your business performance with self-service interactive dashboards, visualizations and charts that allow you to see personalized information in a way that’s meaningful to you and other members of your team.

Create waterfall charts with variance analysis and dimensions to understand plan-to-actual revenue and cost variances broken down by sub-accounts, dimension or time
Explore changes in KPIs over time
Perform ad hoc analytics and slice and dice your data, leveraging all the dimensions and hierarchies of your model
See what data stands out from the norms with conditional formatting
Add your own calculations to a chart

Adaptive Consolidation

Improve your financial team’s efficiency and accuracy with real actuals thanks to Adaptive Insight’s closed-loop process encompassing planning, budgeting, forecasting and reporting. Adaptive Insights’ consolidation capabilities provide you with a fast, intuitive, easy-to-deploy, and flexible financial consolidation system to help you:

Streamline the consolidation process by reducing manual effort and errors
Collaborate more effectively with intuitive process tracking
Maximize distribution of financial results by enabling real self-service
Comply with GAAP and IFRS reporting standards
Deploy multi-currency models

Benefits of Adaptive Insights

Enhanced Forecasting: By leveraging historical trends, current conditions and scenarios, decision-makers can more accurately forecast what may come next. Imagine being able to plan a range of forecasts covering different market trends.
Advanced Analytics: Interactive dashboards and data visualizations can drive real results for your business. By enabling self-service, you can empower your time while spending more time advising and less time compiling numbers.
Organized Planning: By combining your ERP and Adaptive Insights, silos are eliminated as teams from different departments work together across a single source of truth. Say goodbye to traditional version control chaos.