Adaptive Insights is a business planning platform that helps organizations automate financial, workforce, and operational planning. It uses AI and machine learning to support forecasting and scenario analysis, with a workspace that brings together reports, budgets, scenarios, and integration settings.
Key capabilities
- Budgeting and forecasting
- Scenario analysis and modeling
- Reporting and data visualization with customizable dashboards
- Workflow automation for planning processes
- Integrations with ERP and HRM systems
How it’s used
Adaptive Insights is designed for mid-size and large companies that need structured planning, modeling, and executive reporting. It typically requires integration with an ERP or other third-party systems and can sync with both cloud and on-premises databases. Due to implementation complexity and cost, it may be less suitable for small businesses, and teams should plan for user training during rollout.

