Products

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- Tom Shaw, CFO, Papyrus

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- Doug Brunton, Director, Financial Systems, Vicor Corp.

"Adaptive Planning allowed us to significantly improve the quality and depth of our information, and dramatically improved our decision making capabilities."
-George DiFlavis, CFO, Valley of the Sun YMCA

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"Adaptive Planning offered a significant improvement over Excel -- without incurring large capital costs."
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Consolidation

Adaptive Consolidation, the premier cloud-based financial consolidations and reporting application, has been built on our proven financial modeling engine, with the easy-to-use Adaptive interface. Based on simple and intuitive rule definition, allocations are performed, intercompany eliminations generated, and consolidations finalized live – no batch jobs need to be run or processes submitted. And users can always drill-down into values to explore details and breakdown of consolidated figures.

Financial Consolidation

  • Achieve faster and more accurate close and report cycles
  • Know sooner how performance is tracking against expectations
  • Improve visibility, audit, and control during financial consolidations
  • Accelerate reporting cycles to internal and external stakeholders
  • Comply with accounting standards and regulation

Use Case Example of Partitioning of Actual Data

Partitioning of Actuals Data

  • Partition actual data for flexible categorization, security
  • Differentiate imported actuals from adjustments
  • View and report on rolled up actuals from all sources
  • Easily determine where actual data came from
  • Control what users can see and do with actual data

Example of Intercompany Eliminations Manager

Intercompany Eliminations

  • Simplify with intuitive Elimination Rule Manager
  • View intercompany eliminations in journal-entry format
  • Improve data integrity with eliminations that are always in balance
  • Enhance flexibility with date-effective rules
  • Monitor and manage intercompany eliminations in real-time

Example of Minority Interest Consolidation Percentages

Minority Interest

  • Automate controlling and non-controlling interest consolidations
  • Quickly and easily define consolidation percentages
  • Perform what-if scenario analysis of changes in ownership interest
  • Support IFRS and GAAP ownership change reporting
  • Enforce checks and balances by seeing everything in one place

Example of Allocation Rule Manager

Allocation Planning

  • Simplify with intuitive interface, and rules instead of complex formulas
  • Improve accuracy with allocations that are always in balance
  • Streamline effort with the ability to manage rules in one place
  • Adapt to change with date-effective rules
  • Enforce checks and balances by seeing everything in one place

Example of Multiple Currency Manager

Multiple Currencies

  • Reduce complexity of multi-national planning and reporting
  • Integrate actual data and plan in local currencies
  • Save time and improve accuracy with automatic conversion
  • Use multiple exchange rate types, including historical
  • Simplify with automatic Cumulative Translation Adjustment
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