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Adaptive Insights Review

Adaptive Insights OUR SCORE 85%
starting price By quote
our score 85%
free trial
  1. What is Adaptive Insights
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Adaptive Insights ?

Adaptive Insights is a budgeting solution which supports enterprises in their financial forecasting and planning using data-driven insights. Its agility allows users to adapt to the quick-changing trends in their businesses. It offers an all-in-one package that contains every essential module for business performance management, such as Adaptive Technology Foundation, Adaptive Reporting, Adaptive Consolidation, Adaptive Discovery, Adaptive Integration, and Adaptive Planning. With its interface reminiscent of that of Excel’s, the training process is accelerated due to familiarity. It’s also accessible anywhere and is completely user-friendly. Furthermore, Adaptive Insights is designed with the aim of simplifying the day-to-day activities of companies. This makes every process within the business more collaborative, comprehensive, and continuous.

Product Quality Score

Ease of use
Customer support
Value for money

Adaptive Insights features

Main features of Adaptive Insights are:

  • Capital management
  • Workforce management
  • Revenue management
  • Financial close
  • Profitability analysis
  • Expense management
  • Balance sheet
  • Cash flow

Adaptive Insights Benefits


The main benefits of Adaptive Insights are its comprehensive CPM modules, Adaptive Planning feature, Adaptive Discovery building block, and Adaptive Reporting functionality. Here are more details:

Reliable CPM modules

The solution is designed to be powerful, fast, and easy. Thanks to its reliable CPM modules, it is capable of maximizing business visibility into the expenses, headcounts, revenue, plans, and forecasts. The modules also delivery key functionalities which easily allow streamlining of financial close and managing profitability.

Adaptive Planning

One of the Adaptive Insights’ standout modules is the Adaptive Planning which is developed to remedy the slow and manual forecasting, budgeting, and planning processes. With this, users won’t have to deal with static spreadsheets or fix calculations and broken formula. It guarantees integrity, flexibility, and centralization of actuals, cell notes functionalities, calculations, plans, forecast, and budgets. Moreover, the module empowers users to work from a foundation of data which builds accountability and trust. This makes the planning process smoother and easier to scale with their business.

Adaptive Discovery

Another highlight feature of the system is the Adaptive Discovery which offers self-interactive dashboards, data visualizations, and charts; all of which can be easily personalized and shared. It provides users with the freedom of analyzing live financial and operational data gain in order to gain essential business insights. It cuts down the time in reports creation and cross-referencing cycle, thus, providing more time for advising operation executives and managers.

Adaptive Reporting

Adaptive Reporting module offers user-friendly financial and management reporting capabilities. It provides managers as well as finance teams with an intuitive and interactive self-service financial data analysis. The module empowers users to drill down into important details quickly and easily.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Adaptive Insights Integrations

The following Adaptive Insights integrations are currently offered by the vendor:

  • QuickBooks
  • NetSuite
  • Workday
  • Salesforce
  • Sage Intacct
  • SAP Oracle


Customer Support


Pricing Plans

Adaptive Insights pricing is available in the following plans:

Free trial
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