If updating your budget or forecast with actuals includes data gathering, file imports, formulas, and other manual, time-consuming tasks, you probably find yourself thinking, “there’s got to be an easier way to do this.”
You’re not alone. According to a recent survey, only 17% of a finance team’s time is dedicated to strategic activities—that’s about 7 hours a week. As you can probably guess (and sympathize with), the remainder of the time is spent on tedious and manual processes. The reason? Data integration—or, the lack thereof. The same survey noted that most CFOs say the lack of proper integrations with accounting or other systems prevents their team from accessing the information they need to successfully model, forecast, and analyze business performance.
But what if you could automate budget and forecast processes to update automatically? What if you had more time to analyze the data instead of gathering it? With Adaptive Insights, you can.
Automate budget and forecast actuals with Adaptive Insights
By integrating Adaptive Insights with your source systems, you’ll reduce your risk, reduce errors, and save time spent on manual and disjointed processes. Automated data flows allow you to spend more time understanding and analyzing data—not shuffling it from place to place.
Critical Insights, Faster
Data flows automatically from any system (or systems) your business depends on—ERP, CRM, HCM, and more. Coming directly from the source, you can be sure your plans, models, forecasts, dashboards, and reports are up-to-date and accurate.
No Code Required
With Adaptive Insights, there’s no need for code. The easy-to-use platform allows you to use the same formulas and math you’re used to. Have confidence in your numbers by testing and visualizing data in a staging area before loading into live models.
Extend the Power of ERP
Adaptive Insights works seamlessly with all of the leading on-premise and cloud-based applications like NetSuite. Instantly drill-down to a transactional record to see exactly where the data came from, all in one system.
Built for Financial Planning
More than just another BI tool, Adaptive Insights was built for planning. An easy ETL process allows you to integrate data with your models, forecasts, and dashboards so you can focus on improving performance.
There’s an easier way—we’ll show you how
Is business growth being held back by manual processes and lack of performance visibility? 360 Cloud Solutions can help. Our team has more than 50 years’ experience with Adaptive Insights and other FP&A solutions and have helped countless companies make automated budget and forecasts a reality.
Let’s Get Growing
Sound familiar? 360 Cloud Solutions can help.
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Automate Budgets & ForecastsGoodway Groups Uses Adaptive Insights to Gain Robust Budgeting & Forecasting Capabilities “We are now able to report on profitability at levels that before would take us several days to prepare. We have a working budget with budget vs. actual reporting and are able to view a forecast of our P&L for the year... Read more »