The Leader in FP&A Software

Combine the Best of Excel with Cloud-based CPM

You use Excel everyday—We've connected it to the cloud for easier budgeting, forecasting, and reporting

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Web Planning Interface Adaptive Insights Excel Interface
Excel Planning Interface
Adaptive Insights Web Interface
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Get the best of Excel and CPM software with Adaptive Insights:

  • Quickly and easily update your models in Excel and push data to the cloud
  • Use Excel's built-in formatting, formulas, and calculations to populate centralized CPM models
  • Move beyond manual planning processes with automated roll-ups, reminders, account code lookups
  • Have full version control with a complete audit trail down to the cell and formula level
  • Centralize financial data for a single source of truth
  • Combine reporting and planning in a single Excel worksheet
  • Reduce training time by letting people work in an interface they already know
  • Work offline on your model and calculations and submit when you're ready

All-in-one performance management software

Take your business performance to the next level


Financial Reporting

Drill into the details of your financial models with self-service reporting, on the web or in Microsoft Office.


Budgeting and Forecasting

Free yourself from manual budgeting processes and increase your productivity by more than 70%.


Dashboard and Analysis

Track and share KPIs with interactive, easy-to-use dashboards. Finally be able to tell a story with the data.

With Adaptive Insights, you'll be in good company

We have 4,200+ customers, including:

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There's a reason our budgeting and forecasting software has the highest customer satisfaction ratings

See our budgeting solution in action

See the Adaptive Insights Demo Now