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Adaptive Insights Financial Planning Software

Adaptive Planning (now known as Adaptive Insights) is financial software that offers nonprofit organizations an on demand financial reporting and planning solution. This software allows an organization to increase companywide collaboration and improve operational efficiency no matter the size. It allows an organization to manage budgeting, forecasting and reporting in a user friendly application.

In Use
The layout of the software allows for easy navigation throughout the system. It allows a company to easily conduct frequent “what-if” analyses and re-forecasting. The software also has the ability to identify restricted and unrestricted funds accurately and quickly. The system can handle the planning or rolling up of complex organizations, including multiple programs and funds. This software is user friendly and there are many different training tools available.

Technology employed
Adaptive Planning is software as a service (SaaS), which means no additional hardware or software is needed. There is no IT support required. It can be used on any type of computer with Internet access. It is windows based and can be use with either Internet Explorer or Firefox.

Ease of use, configuration, and deployment
Adaptive Planning is on demand software which is deployed quickly. It is a SaaS, software as a service, which means there is no additional IT support, hardware or software needed. The experienced staff will help with the deployment and configuration of the system. The software is user friendly and can be learned fairly quickly. There are many training tools available including training video, webcasts and customer support professionals to help you learn the system.

Adaptive Planning is designed for business users. It has intuitive drag and drop reporting and modeling. With this software a nonprofit organization can improve their financial management by creating better connections between organizations and teams. It has integrated capabilities that improve the planning and reporting process. The system has automated budgeting, forecasting and reporting. This is a complete financial solution for any size of nonprofit organization.

The Adaptive Planning software is subscription based and averages around $60 per user. There are discounts available for nonprofit organizations.


  • Customizable
  • Dashboards
  • Excellent design and layout


  • Additional licenses may boost the cost of the software.

My Opinion
I was very impressed with this software. It has many built in features and tools. It is customizable and has a great layout. The user can do a multitude of different things including budgeting, forecasting and reporting. This software is a complete financial planning system for any size of nonprofit organization. I would highly recommend this software.

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