Budgeting, Forecasting, & Reporting
Adaptive Planning is the leader in on-demand budgeting, forecasting, and reporting solutions that streamline financial management, improve collaboration, and drive better business decisions in companies of all sizes. By offering affordable annual subscriptions and rapid implementations, and by eliminating the need for new hardware or IT support, Adaptive Planning makes it easy to move beyond spreadsheet-based processes without the cost and complexity associated with traditional business intelligence (BI) and business performance management (BPM) applications.
Available both on-demand and on-premise, Adaptive Planning allows finance leaders and management teams to make better-informed decisions, execute with agility and discipline, and ultimately improve competitiveness.
- Dramatically reduce budgeting and forecasting cycle times-by up to 90%
- Simplify and standardize data collection across the organization
- Decrease errors and improve accuracy by eliminating broken links and formulas
- Deliver more complete and frequent forecasts, including rolling forecasts
- Enable timely and thorough what-if analyses
- Establish one version of the truth
- Make faster, more informed decisions
- Enhance collaboration with, and ownership by, department managers
- Improve alignment throughout the organization
- Increase the strategic value of finance
Product Features
- Complete Set of Planning Components and Financial Statements. Plan Personnel, Expenses, Sales, and Capital. Link elements to create a complete set of dynamic financial statements, including Cash Flow, Balance Sheet, and Income Statement.
- Metrics. Extend your plan beyond the Chart of Accounts. Budget and forecast any data required for your model, including operational metrics.
- Automated Consolidation. Automatically consolidate changes at the department level into the corporate plan, eliminating broken links and manual cut and paste exercises.
- Configurable Data Entry Sheets. Provide managers with intuitive, spreadsheet-like data entry sheets that are customized to only show relevant data.
- Multi-dimensional Data Collection. Provide users with a simple and intuitive way to plan across multiple dimensions (e.g., product, geography, customer, etc.).
- Dynamic Formulas. Create formulas in any data cell, just like a spreadsheet. Reference data and assumptions from other cells, including financial and operational accounts in other subplans, to create dynamic, driver-based plans. Formulas can be established centrally for easy modification across the model.
- Drill-Down. See where data originated via real-time drill-down capabilities.
- Notations. Add notes to document budgeting and forecasting assumptions. Notes rollup with sheets, so managers with broader responsibilities can see notes from all sub-plans in one place.
- Workflow. Automatically manage the plan submission and approval process. Department managers can submit their completed plans for approval, and their managers can then submit their plans, until the entire version is approved.
- Web-based Access. Perform budgeting, forecasting and reporting from any web browser at any time. No new software, hardware, or IT support is required.
For more information on the Adaptive Planning solution or how Arxis can help you transform your budgeting, forecasting, and reporting processes, please call 866-624-2600.
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