Adaptive Insights Overview

Automated budgeting solution proven to reduce cycle times by up to 90%


Adaptive Integration

If your growing company is struggling with Excel or other on-premises solutions for budgeting, planning, and/or reporting, it’s time you learned more about Adaptive Insights – the market-leading corporate performance management (CPM) software that provides a 360-degree view of your organization’s past, present, and future performance. It’s flexible, easy to use and learn, proven to reduce cycle times dramatically, and scalable to grow with you.

Arxis Technology is an Adaptive Insights featured partner, offering industry-specific consulting insight for entertainment, professional service, wholesale distribution, healthcare, non-profit, and subscription-based organizations, to name a few.  

“Adaptive Insights has provided a new level of efficiency and automation in our budgeting / forecasting cycle and fresh insight into our financial and operational performance. My life is dramatically better because I no longer spend endless hours in Excel manually manipulating data. And our executives can make decisions quicker thanks to timely and detailed management reporting,"
--Christine S., Manhattan Beachwear

If you’re experiencing some of the challenges listed below, we would love to share how the combination of Adaptive Insights and Arxis consulting can help transform your planning and forecasting processes.

Current Challenges Adaptive Insights
+ Arxis Technology

Manual and inflexible processes


  • Continuous planning and rolling forecasts
  • Revenue, personnel, expense, capital, balance sheet and cash flow planning
  • Key assumptions and driver-based planning
  • “What-if” analysis
  • Powerful allocation rules

Limited visibility / reporting insight into operation


  • Stop relying upon Excel for reporting and analysis
  • Finance can create their own reports and dashboards without requiring IT assistance
  • Executives and line of business managers can self-serve on reports and finally make timely, data-driven decisions

“Collaboration” dependent upon email and spreadsheets


  • Users enter data directly into Adaptive or a linked Excel workbook and the model is immediately updated Task and workflow management
  • Detailed audit trail and version control
  • Share notes and narrative across teams
  • Users across the organization trust the process, are held accountable to complete tasks, and truly “buy in”
  • Everyone in your organization everywhere is making decisions on the same data, KPIs, and Dashboards

Budgeting and planning on an island


  • No more data silos
  • 360-degree view of your organization
  • A single version of the truth

Relying upon 20th century software and technology to power a 21st century organization


  • An intuitive and user-friendly, web-based interface 
  • 3 hassle-free updates / year
  • Backups, data security, disaster recovery included with subscription
  • No IT required
  • Leverage the #1 CPM suite available today 
  • Rapid and enthusiastic user adoption
  • Finance can truly “own” the solution
  • Free up IT resources for more strategic impact


Arxis clients include:

Goodwill SoCal trusts Arxis Technology           Arxis' Client Legendary Entertainment uses Adaptive Insights   
Arxis' client Manhattan Beachwear uses Adaptive Insights      UHH trusts Arxis and uses Adaptive Insights


Would you like a complementary assessment of how Arxis + Adaptive Insights can transform your current CPM, budgeting, and forecasting?

Schedule Now

Or test drive Adaptive Planning & Consolidation free for 30 days