Adaptive Insights

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Get Started with the world’s most usable cloud CPM application

As experts in services and technology that enable better business performance, we are pleased to bring you Adaptive Insights®, the market leader in cloud based budgeting, forecasting, and reporting.

The Leader in Cloud Corporate Performance Management

Adaptive Insights is the worldwide leader in cloud-based business 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.

Explore Adaptive Insights:

Devices with AI on the screens

Adaptive Insights Finance & Revenue Solutions

Accurately Predict Revenue With Integrated Financial and Sales Planning

Create collaborative revenue and sales plans that align your finance, sales, and service organizations. Real-time dashboards give you the insights you need to optimize sales operations and stay on top of your revenue streams.

Roll-up hundreds of spreadsheets across all users in minutes, not days

 Cut your budget cycle time by 50%

 Provide business leaders with real-time reports and analytics

Budgeting and Forecasting

Free yourself from manual processes and increase your productivity by more than 70%.

Financial Reporting

 Slice and dice your management and financial data, or drill down into details with self-service reporting.

Dashboards & Analytics

Track business performance faster with Adaptive Insights’ intuitive dashboards and analytics software.

Real-Time Financial Consolidation

 Automate more, reduce risk, and close faster with powerful, built-in accounting intelligence.

Adaptive Planning

 Adaptive Planning is the market leader in cloud-based budgeting, forecasting, and reporting. Take advantage of rich functionality and an easy-to-use interface with the world’s most usable cloud CPM application.

Adaptive Consolidation

Adaptive Consolidation is intuitive, built-for-the-cloud and very easy-to-use. It enables organizations to consolidate their financials accurately and eefficiently, with a fraction of the resources required by traditional enterprise solutions.

Adaptive Discovery

 Adaptive Discovery provides dashboards that empower executives, line-of-business managers, finance and more with visual insight and business user driven analysis, all in the cloud. Empowering your business as it grows. Professional and Enterprise editions extend and scale to meet every analysis need.

Adaptive Integration

 Adaptive Insights has a full range of integration options to connect your system or data with ours, including general ledger and other enterprise apps such as ERP, CRM, HR systems and data warehouses, whether located on-premise or in the cloud.

Get Started with Adaptive Insights Today

Recognized “Visionary”

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 3,000 organizations worldwide, from mid-sized companies and nonprofits to large corporations.

Adaptive Insights can help you:

  • Budgeting and Forecasting Software – Reduce budgeting and forecasting cycle times by up to 90%
  • Administration – Create business models with no programming required
    Personnel Planning – Provide business users with intuitive data entry interface
  • Sales & Revenue Planning – Integrate pipeline and actual sales data from CRM or other systems
  • Capital Asset Planning – Use configurable sheets designed by you to capture what’s important
  • Allocation Planning – Simplify with intuitive interface, and rules instead of complex formulas
  • Balance Sheet & Cash Flow Planning – Use driver-based planning to link together different planning elements
  • Rolling Forecasts – Continuously optimize decision-making with frequent rolling forecasts
  • Workflow – Make it easy for managers to submit, approve, and reject plans
  • Multiple Currencies – Reduce complexity of multi-national planning and reporting

Adaptive Insights Graphs dashboard

Get Started Today with Adaptive Insights

Complete the form below and a member of the CRGroup team will be in touch ASAP.

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