Our Personnel Planning Module allows FP&A teams to forecast personnel spend at the employee level

Includes the ability to forecast base comp, bonus, payroll taxes, benefits, and other employee-driven costs such as commuter stipends, home office reimbursement for remote employees, etc.

The Income Statement module enables FP&A teams to forecast spend at the account level, and even more granularly at the split level

Note: Revenue forecasting is not included in the standard implementation (see Sales/Revenue Planning module below), however users are still able to manually input their revenue projections

The balance sheet tracks Assets, Liabilities, and Equity across the business

Note: Only actuals are included in the standard implementation.  For a forecasted balance sheet, customers will need to upgrade to the premier implementation

The Fixed Asset Planning module allows FP&A teams to forecast computer equipment, leasehold improvement projects, and other fixed asset purchases for CapEx budgeting at the line item level

Included in the Fixed Asset module are on-demand reports that show total projected spend by line item over the relevant time period, great for Exec, Board, and Investor reporting

The statement of cash flows works in tandem with the income statement and forecasted balance sheet to accurately project cash flows as part of the team's budgeting process

The Headcount module ties into the Personnel planning module and enables the forecasting/tracking of headcount across cost centers

Custom reporting is also available to track headcount by team, job function, and geographies/office location

Are you looking to migrate your revenue forecasting into the cloud?

We partner closely with you to understand your current revenue forecasting approach and goals to design a custom tailored solution to enable you to accurately forecast your bookings and revenue

Does your team struggle with clunky reporting?

Are you looking to get more repeatable, consistent reporting to enable your team to focus on delivering key insights to the business?  

Is your team swimming in Exec, Board, and Investor deck preparation?

Don't see what you're looking for listed here?  Our team is happy to design custom modules to enable you to scale your forecasting process

Tired of dealing with clunky remapping of accounts between your ERP and Adaptive every time you want to upload actuals?

Our monthly maintenance package takes the manual work off your plate to free up more of your FP&A's time to dig into the results

Is your business growing quickly?  Do you find your cost center hierarchy often getting outdated due to changes between budget owners and reorgs?

Our monthly maintenance package simplifies the cost center creation and maintenance process to ensure your structure always reflects your company's current org structure