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Adaptive Planning

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Budgeting, Forecasting, & Reporting Made Easy

The worldwide leader in on-demand budgeting, forecasting, and reporting solutions, Adaptive Planning eliminates the inefficiencies and errors associated with Excel-based budgeting processes. This next generation web-based software is powerful yet easy to use, extremely affordable, and deploys in just days.
Learn More About Adaptive Planning:

» Adaptive Planning Best Practices Kit
» Adaptive Planning Online Demo
» Adaptive Planning Resource Center
» Adaptive Planning Brochure

Overcoming Planning & Reporting Challenges

World-class businesses need high-quality financial management to remain competitive. But many companies' budgeting process is slow, requiring frequent re-forecasting and leaving out key information and the opportunity to perform what-if analyses. Even worse, the processes are often devoid of inspiration and stifle creative thinking.

What’s holding companies back?

Pervasive use of spreadsheets--Despite their shortcomings, over 75% of companies still rely on spreadsheets for planning and reporting. Traditional BI & BPM alternatives are simply too expensive and complicated for most companies.

Lack of collaboration--Midsized and large companies cite “lack of collaboration” as their biggest planning and reporting challenge. By rolling up numbers, they can foster more dialogue and communication and bring more contributors into the discussion.

Limited adoption of best practices--Many financial managers would like to overhaul their existing approaches but they are not sure where to start. But without knowing what has been successful for others, there is no “map” for improving their processes.

Introducing Connected Intelligence

Adaptive Planning addresses these obstacles with a new approach to planning and reporting—“connected intelligence.” With Adaptive Planning, companies can elevate their financial management by creating better connections within financial plans and reports, between organizations and teams, and among professionals across the globe.

Adaptive Planning delivers this through a unique set of capabilities that includes:

Automated Budgeting, Forecasting & ReportingAdaptive Planning is a powerful, affordable, and easy to use alternative to both Excel and enterprise BI/performance management software.

Private Team Collaboration Spaces
Integrated capabilities within Adaptive Planning improve communication and alignment among organizations and participants in planning and reporting processes.

Public Best Practices Community
An online community of Adaptive Planning users allows financial executives worldwide to connect with each other, access and share best practices materials, and tap into benchmarking information.

View the Adaptive Planning website


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Adaptive Planning
Success Story:


» Passport Health Communications

The SaaS Advantage:
» Lower costs
» Faster deployments
» Greater ease of use
» More transparency
» Lower risk
» On-demand web access

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