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"With Adaptive Planning, we were able to save approximately 600 man hours in the first budgeting cycle alone."
- Phil McAllister, Director of Budgeting and Internal Reporting, Pep Boys
"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
"Adaptive Planning truly stood out from the competition."
- Brad Weatherstone, CFO, HOYA Lens Australia
"By implementing Adaptive Planning and moving our process online, we decreased our budget cycle by 36%."
- Trisha Logue, Budget and Finance Director, Skagit County
"For anyone still dependent on Excel spreadsheets for corporate budgeting, Adaptive Planning is the easy and smart transition to a modern, web-based application."
- Deborah Lansford, CFO, CORT
Products:
- Adaptive Suite
- Planning
- Consolidation
- Visual Analytics
- Reporting
- Data Integration
- Licensing
- Technology Requirements
Quick Links:
Adaptive Consolidation Product Overview
Adaptive Consolidation Product Brochure
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
