Adaptive Insights offers budget planning, reporting and analysis in a cloud-based corporate performance management (CPM) tool. Self-service, interactive dashboards provide financial insights, which built-in analytics convert into graphs and charts.
Expenses, workforce, capital, revenue, sales capacity, quota, and territory management can all be modelled to the organisation's specific function, industry, or geography. Users can compare periods and drill down into source transactional data to understand the context, before taking action by re-planning and forecasting.
The software is available in both an Excel-based web application and as a pure Excel interface. It integrates with a wide variety of platforms, including Salesforce, Oracle, NetSuite, Sage Intacct and MS Dynamics, as well as custom data sources from systems such as Excel, or other systems.