Adaptive Insights is the worldwide leader in corporate performance

management (CPM). Its software as a service (SaaS) platform offers

budgeting and forecasting software, capabilities for financial reporting,

planning, forecasting, consolidation, and visual analytics dashboards. They

provide greater business intelligence to empower finance, sales, and other

business leaders with insight to drive true competitive advantage.


The Adaptive Suite is cloud-based corporate performance management software that delivers incredibly intuitive budgeting, planning, forecasting, reporting, and dashboards.

Designed for business users and accessible from anywhere, our CPM software solution helps you visualize performance, plan effectively, and monitor results.

Adaptive Discovery

Adaptive Discovery enables visual analysis to uncover insights across financial, sales and operational performance. Intuitive dashboards, interactive scorecards, and even what-if modeling make it easy for every business user to analyze real-time results and trends.

Adaptive Planning

Adaptive Planning provides comprehensive budgeting, planning and forecasting proven to reduce cycle times up to 90%. With an intuitive “Excel-like” interface, it’s easy to collaboratively plan and forecast revenue, expenses and headcount, create rolling forecasts, and more.

Adaptive Reporting

Adaptive Reporting provides comprehensive web-based financial, management and transactional reporting, through an easy drag-and-drop report builder. Dynamic connection to Adaptive means reports are always based on the latest Adaptive data.

Adaptive Consolidation

Adaptive Consolidation cuts time and resources spent closing and reporting. With a real-time consolidation engine at the core, it includes journal entry management, inter-company eliminations, account reclassifications, and even collaborative close process management.

Adaptive Integration

With a powerful integration platform that connects on-premises and cloud investments to the entire Adaptive suite, Adaptive Integration provides a comprehensive range of Connectors to leading ERP and CRM data sources. It’s easier than ever to turn data to insight for planning. Learn more.

Adaptive OfficeConnect

Adaptive OfficeConnect delivers presentation-quality financial and operational reports, board books and executive presentations,dynamically connected across Excel, Word and PowerPoint. Designed with a simple drag and drop, reports can be refreshed with a click – no reformatting, relinking or copy and paste required.

Adaptive Insights HealthCheck

Has your business changes made your Adaptive Insights stale? Is your Adaptive
Insights configuration providing the reporting and decision support you want?
We know that a properly implemented system – customized to your business goals –
drives the best results, so our 9Gauge HealthCheck is targeted to ensure your Adaptive
Insights system is configured to deliver for your organization’s needs.

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