Budgeting, Consolidation, Reporting & Business Analytics

Adaptive Insights is the worldwide leader in corporate performance management (CPM). Via its software as a service (SaaS) platform, the company offers budgeting software, forecasting software, and capabilities for financial reporting, planning, forecasting, consolidation, and visual analytics dashboards, providing greater business intelligence to empower finance, sales, and other business leaders with insight to drive true competitive advantage. The Adaptive Suite is sold through Adaptive Insights’ robust cloud CPM channel ecosystem of 200+ partners.

More than 2,700 companies in 85 countries use Adaptive Insights. These range from mid-sized companies and non-profits to large corporations, including AAA, Boston Scientific, CORT, Konica Minolta, NetSuite, Philips, and Siemens. Adaptive Insights is headquartered in Palo Alto, California.


Adaptive Suite

Adaptive Insights will fundamentally change how your business addresses financial planning, data consolidation, analytics and reporting. It allows finance teams to adopt an all-in-one business intelligence (BI) and Corporate Performance Management (CPM) solution—Adaptive Suite—which can be sold together or separately to meet your business- and industry-specific needs.

Adaptive Suite includes the following solutions:

Adaptive Planning provides comprehensive budgeting, planning and forecasting from an incredibly intuitive, spreadsheet-type interface. It also allows finance team members to collaboratively plan and forecast revenue, expenses and headcount, while creating rolling forecasts and more. You’ll be able to effectively reduce financial planning cycles from months to days. LEARN MORE

Adaptive Consolidation reduces the time and resources needed for financial consolidation processes, helping you streamline journal entry management, intercompany eliminations, account reclassifications, close-process management and more. You’ll be able to cut time spent on consolidation of data by up to 90%. LEARN MORE


Adaptive Discovery is the BI solution your finance team needs to gain tailored insights into financial, sales and operational performance across the organization. The solution’s intuitive dashboards, scorecards and predictive modeling provide even the least tech-savvy stakeholders with the ability to analyze KPIs and results on the fly. You’ll be able to decrease time spent reporting key metrics by more than 70%. LEARN MORE


Adaptive Reporting provides comprehensive financial, management, board and transactional reporting, all available through an easy-to-use, drag-and-drop report builder. Instead of spending 95% of your time gathering data, you’ll be able to spend more time critically analyzing and optimizing your business. LEARN MORE

Built on Adaptive Insights’ cloud platform, the Adaptive Integration solution allows finance to connect their existing best-in-class applications with Adaptive Planning, Adaptive Consolidation, Adaptive Discovery and Adaptive Reporting—securely importing data from your GL, ERP, CRM and HR systems with ease.