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"We get a tremendous advantage by having real-time visibility into our results and being able to manage cash flow, inventory and staffing at a store level."
- Tom Shaw, CFO, Papyrus
"If someone had told me how much impact a planning and reporting application would have on our company, I wouldn't have believed them!"
- 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
"By implementing Adaptive Planning and moving our process online, we decreased our budget cycle by 36%."
- Trisha Logue, Budget and Finance Director, Skagit County
"Adaptive Planning offered a significant improvement over Excel -- without incurring large capital costs."
- Jennifer Meyers, VP Finance, Westerra Credit Union
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
