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Adaptive Insights

Vendor Information


Adaptive Insights is the worldwide leader in cloud-based business and financial analytics solutions for companies and nonprofits of all sizes. The company’s software as a service (SaaS) platform allows finance and management teams to work together to plan, monitor, report on, and analyze financial and operational performance. With capabilities for budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence, Adaptive Insights enables finance, sales, and other business leaders to make better, faster, more collaborative decisions that drive a true competitive advantage.

Adaptive Insights is used by over 2,000 organizations worldwide, from midsized companies and nonprofits to large corporations, including AAA, Boston Scientific, CORT, Konica Minolta, NetSuite, Philips, and Vail Resorts. The company is the #1 fastest growing cloud business analytics and CPM software company on the Deloitte Technology Fast 500™ list; and ranks #1 in customer satisfaction in independent industry surveys. With customers and partners in 85 countries worldwide, the company has the strongest channel ecosystem in the cloud CPM space, with worldwide partners including Armanino, Intacct, IntuitiveTek, Plex Systems, SAP, and NetSuite, which offers a specialized version of Adaptive Insights as the NetSuite Financial Planning Module. Adaptive Insights is headquartered in Palo Alto, Calif. and is funded by Bessemer Venture Partners (BVP), Norwest Venture Partners (NVP), Royal Bank of Canada (RBC), ONSET Ventures, Monitor Ventures, and Cardinal Venture Capital.

Adaptive Insights' software as a service (SaaS) delivery model presents significant advantages over traditional on-premises corporate performance management software.

  • Faster Deployments. Projects average weeks of consulting time, versus months or years for traditional software.
  • Greater Ease of Use. Our intuitive user interface combines the best of consumer applications with the familiarity of Excel, and is designed for business users of all types, dramatically reducing training time and speeding adoption.
  • Limited Need for IT. No new hardware, software, or IT support is required – just a browser and an Internet connection.
  • Automatic Upgrades. All users immediately get access to new features, without the need for ongoing IT support.
  • Lower Costs. Annual subscriptions, rapid projects, and lack of IT needs keep both upfront and ongoing costs extremely low & up to 75% lower than the cost of on-premise solutions.

Delighted Customers

Because SaaS is truly a service business model, there is a profound cultural difference in doing business with Adaptive Insights versus traditional software companies.

The subscription-based business model does an excellent job of aligning our interests with those of our clients – we’re profitable only if clients are successful and renew over time.

As a result, we are keenly focused on providing exceptional value to attract and retain satisfied customers. And it shows – we’re proud to have been named #1 in customer satisfaction and usability by multiple leading analyst firms.

Similarly, we strive to make it as easy as possible to do business with us, providing transparency in our operations to our customers and partners.




Adaptive Suite by Adaptive Insights

Adaptive Insights provides the only unified Business Intelligence (BI) and Corporate Performance Management (CPM) suite built from the “cloud up” – planning, consolidation, analytics and reporting applications that are powerful yet intuitive for all types of business users.

  • Easiest to use and deploy BI and CPM suite
  • Collaborative and unified
  • Cuts planning and consolidation by up to 90%
  • Always up-to-date cloud delivery
  • Comprehensive Web and Office reporting designed for the business user
  • Anytime, anywhere access – web and mobile

Adaptive Planning by Adaptive Insights

Adaptive Planning offers the leading cloud-based revenue planning, budgeting and forecasting software for cash flow projection, sales planning & balance sheet forecasting. Our cash flow forecasting and sales forecasting software combines a powerful financial modeling engine with an easy-to-use, drag-and-drop interface.

Planning, Budgeting and Forecasting Software

  • Reduce budgeting and forecasting cycle times by up to 90%
  • Reduce errors, improve accuracy with cash flow forecasting software
  • Produce timely reporting and analysis, including what-if scenarios
  • Deliver frequent rolling forecasts with sales forecasting software
  • Better, faster, more-informed business decisions
  • Revenue planning and sales forecasting software
  • Drag and drop, self-service reporting via the Web and Office.

Revenue Planning & Sales Forecasting Software

  • Unlimited dimensions (e.g. product, customer) for sales planning
  • Use multi-dimension cube sheets; change views with drag and drop
  • Driver-based sales forecasting, revenue planning, cash flow forecast
  • Use lookup tables to automatically calculate revenue recognition
  • Integrate pipeline and actual sales data from CRM or other systems
  • Fully integrated with Salesforce. 


  • Interact with easy-to-use yet sophisticated modeling environment
  • Create business models with no programming required
  • Easily create and modify departments, accounts, and dimensions
  • Customize data entry sheets for different end-users
  • Control permissions and access rights of users.

Personnel Planning

  • Configurable sheets to do personnel planning your way
  • Easy data entry interface for planning, budgeting and forecasting
  • Personnel planning by individual or groups
  • Split headcount across departments, projects, funds, etc.
  • Import personnel data from your HR system as often as needed

Capital Asset Planning

  • Configure sheets to show what’s important to your cash flow projection
  • Provide business users with intuitive data entry interface
  • Integrated P&L, balance sheet forecasting, cash flow forecasting
  • Drive new assets from other planned events, such as new hires
  • Use lookup tables to automatically calculate depreciation.

Allocation Planning

  • Simplify with intuitive interface, and rules instead of complex formulas
  • Improve accuracy with allocations that are always in balance
  • Streamline effort with the ability to manage rules in one place
  • Adapt to change with date-effective rules
  • Enforce checks and balances by seeing everything in one place

Balance Sheet Forecasting & Cash Flow Forecasting Software

  • Driver-based planning, budgeting and forecasting
  • Integrated P&L, balance sheet forecasting, cash flow projection
  • Minimize data entry and improve accuracy with an integrated plan
  • Comprehensive and reliable cash flow forecasting software
  • What-if analyses to predict impact on cash flow forecast.

Rolling Forecasts

  • Continuously optimize decision making with frequent rolling forecasts for better sales planning
  • Use event-driven planning to adapt to changing business climates
  • Automatically and frequently import actual data from other systems
  • Use multiple versions to analyze performance and what-if scenarios
  • Combine bottom-up and top-down sales planning.