Adaptive Insights, Inc., formerly Adaptive Planning, Inc., is a privately held software as a service company headquartered in Palo Alto, California founded in 2003. Its software allows companies to collaboratively plan and model, access real-time analytics, streamline financial reporting, and accelerate financial consolidation.

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Adaptive Insights
Adaptive Insights
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  • When the Leukemia & Lymphoma Society (LLS) needed to modernize its finance function, the nonprofit adopted Adaptive Insights to complement its NetSuite ERP system. In the past, the work required to budget and forecast across the organization on a regular basis allowed little time for meaningful analysis and review. The finance team understood that to achieve […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Imagine you’re at a restaurant with friends. You order a small salad, while your companions choose the most expensive items. You would probably ask for separate checks, since splitting the bill evenly would be an inaccurate way to allocate expenses. The same goes for your corporate accounting. You can’t simply allocate indirect and shared expenses […]

Adaptive Insights
Adaptive Insights
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Adaptive Insights
Adaptive Insights
Blog Post
  • For FP&A, financial reporting is a tricky balancing act. If you share too many reports, business leaders may give up reading them all together. In a study by the American Institute of CPAs and the Chartered Institute of Management Accountants, 32% of C-level executives said more data has made things worse, not better, for decision-making. But […]

Adaptive Insights
Adaptive Insights
Blog Post
Adaptive Insights
Adaptive Insights
Blog Post
  • It’s too easy to focus on the R in CRO, an emerging C-suite acronym for chief revenue officer. Focus on the R, and you’ll think this job is all about maximizing revenue. Yes, that’s a big part of it. But it’s also about taking responsibility for the entire customer life cycle—the end-to-end experience that every […]

Adaptive Insights
Adaptive Insights
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  • As a finance leader, you’re intimately familiar with your company’s data and KPIs. But guess what? Most of your board members aren’t—and they don’t want or need that level of detail. What do they want? Like your CEO, board members are searching for trusted, strategic deputies who can provide high-level, holistic insight that helps them […]

Adaptive Insights
Adaptive Insights
Blog Post
  • HireVue knows a thing or two about the importance of getting an accurate picture of the future. The company’s software uses digital video interviews and predictive analytics to transform how companies make hires and build effective teams. When it comes to financial planning and forecasting, however, HireVue has undergone a transformation of its own. Before […]

Adaptive Insights
Adaptive Insights
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  • Now more than ever, strategically minded CFOs are turning to modern finance software to collect, validate, and store planning data in a single, central location. By moving away from disjointed spreadsheets, companies can better focus on critical questions such as: How are we planning to hit particular targets? Who is accountable for achieving those particular results? […]

Adaptive Insights
Adaptive Insights
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  • To be ratable or not, that is the question. Or at leaset it’s one of the many questions that non-public companies are grappling with as the clock ticks toward the new revenue recognition adoption date (ASC 606/IFRS 15). The new guidance will be applicable for non-public calendar year companies beginning Jan. 1, 2019. Recently, Adaptive Insights Vice […]

Adaptive Insights
Adaptive Insights
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  • “Cash is king.” It’s a common business cry, but we’d venture that to be more accurate and useful, the adage should be updated to: Cash flow is king. Recent data compiled by research firm CB Insights found that 29% of startups fail because of a cash liquidity crisis, making it the second-most-common company killer. And […]

Adaptive Insights
Adaptive Insights
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  • Have you ever tried to drink from a garden hose? Easy, right? But how about multiple hoses at once? That’s what wrangling data can feel like for many CFOs, and it’s as graceful as it sounds. In fact, according to an Adaptive Insights CFO Indicator report, 41% of CFOs say they manage data from three […]

Adaptive Insights
Adaptive Insights
Blog Post
  • It’s probably safe to say that most finance people didn’t get into the industry so they could focus on reporting. Sure, it’s a critical part of the finance function. But exciting, engaging, inspirational? Sorry, that’s just never going to be how reporting is described. Too bad for many CFOs, then, that reporting has not only […]

Adaptive Insights
Adaptive Insights
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  • Recently, I wrote about a new solution from Adaptive Insights that should make sales operations professionals rejoice. Adaptive Insights for Sales brings to sales planning the very game-changers that Adaptive Insights was already known for in finance—such as automating time-stealing manual tasks, simplifying modeling, analyzing trends, and anticipating impacts. Anyone who has labored under the […]

Adaptive Insights
Adaptive Insights
Blog Post
  • The short answer to the above question is… just listen for the click, click, click. That’s the sound your mouse makes moving or manipulating the same data over and over again, month after month. It’s a strong clue that it’s time to automate that report or data analysis. Generally, you want to look to automate […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Feel as if you’re drowning in data but starving for information? You’re hardly alone; there’s a deluge of information out there, but it’s challenging to make sense of it. CFOs now supplement their typical financial metrics with nonfinancial data about website traffic, operational processes, employee engagement, and even customer retweets to get a clearer picture […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Automation has the potential to fast-track CFOs’ digital transformation efforts, putting them on a path to unveiling faster, higher-quality insights. Yet, a failure to automate the right things or a lack of technology savvy can end up derailing progress. We surveyed 160 CFOs on the current state of automation in FP&A today, exploring what they […]

Adaptive Insights
Adaptive Insights
Blog Post
  • In almost every team sport, a single player has the power to dominate a play, a quarter, or even an entire game. Players like LeBron James, Neymar, or Clayton Kershaw can all single-handedly beat opponents at will. However, football is different. There you need 11 players collaborating on each and every play. Sure, the sport […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Aristotle once said: “You need three things in order to persuade an audience: logos, pathos, and egos”—aka logic, emotion, and credibility. And that’s as true in today’s modern boardrooms as it was in the Greek amphitheater. Yet many FP&A teams spend so much time gathering and checking numbers ahead of a board meeting that there’s […]

Adaptive Insights
Adaptive Insights
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  • A lot of people who work in sales operations are sharing some serious high-fives these days. Why? Because those of us who have been using spreadsheets for sales capacity, quota, and territory planning now have something to celebrate. Every sales ops team I’ve been on has struggled with sales planning. We always resorted to spreadsheets in […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Excel has been quite the lightning rod recently in the wake of a Wall Street Journal article that focused on finance practitioners who are moving away from single-user spreadsheets. The reaction to the story made it clear that reports of Excel’s death have been greatly exaggerated. Based on personal experience, this does not come as […]

Adaptive Insights
Adaptive Insights
Blog Post
  • For a while now we have operated in a world where companies understand that change is a constant. But that thinking seems almost quaint now. The operative phrase today is “change is accelerating.” Change is now a persistent variable with an escalating impact on operations and outcomes. I’m not the only one thinking so—not by […]

Adaptive Insights
Adaptive Insights
Blog Post
  • We all compete in a disruptive, fast-paced world. That means you can’t afford to be caught flat-footed, unable to react with speed and agility to shifting market conditions. It means you need a plan. Every leader knows that success is no accident—you have to plan for it. You need to surface insights from what’s happening […]

Adaptive Insights
Adaptive Insights
Blog Post
  • Financial planning is never a simple process. But in an unpredictable business landscape, finance teams often find themselves struggling to predict a foggy future. The complications of external business and financial risks From sales revenues to resource requirements, FP&A teams need sound and valid business information to create accurate and actionable financial projections. But the […]

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