Posted by Stephen Hambling on 10/10/17 11:34

When facing the choice of which planning software to invest in, ease of install and usability really are worth considering. Choosing the right one really can make you the business hero, here's how... 

Fast install - It can take as little as a fortnight to get up and running and there's no slow down in the process.  The business can get hands-on early so there's no hard landing, and far better uptake, meaning you get the system you want.

Easy to use – No resistance here, you'll find all users, well beyond just finance, will love using features like drill down, improved collaboration, sharing and easy updates and more - what's not to like? 

running_hero.jpg“We were worried that the non-finance managers would find the system hard to understand and navigate. However, managers have found the system user friendly, easy to use to update their forecast monthly and to generate monthly management reports.”  Tsion Gebreegziabher, Mytime Active

Plain English formulas
- Entire teams can be up and running with minimal training. No hidden meanings, no translation required, so eveyone in the buisness can see and understand, not just finance. 

Reporting is a doddle - Producing beautiful reports in minutes will wow the C-Suite. Add Office extensions that ensures finance don't lose their beloved Excel, and everyone else gets the reports they want , when they need them.

"We were surprised at how easy it was to use and the flexibility of reporting." - RICHARD MORGAN Financial Reporting Manager, Get Living Londong


Error-free Data – Automate your data integration and do away with manual input and error. As a result the business will trust the results and make better decisions. You'll no longer be held back by inefficiencies and you'll have the confidence to trust your system. 

Forward looking forecasts -  Powerful drivers which automate assumptions, means you can create 'what if's' to your hearts content. So you'll be directing the future, not managing the past. 

Access from anywhere – Users can log in securely from anywhere or on any device . Your teams can add updates from around the country or the globe. Collaborate across time zones, currencies or languages. 


No more spreadsheet chaos – Using a single cloud-hosted spreadsheet puts an end to sharing multiple copies via email. No more tedious hours spent trying to piece them back together. You’ll have to find something more productive for your team to do.


Comfortingly familiar – New things should look different, right? Adaptive Insights sets itself apart from others because it looks and feels a lot like Excel. It might look familiar, but it does everything better, faster and more reliably.

You’ll be a hero – But lets be honest, being a hero is all about helping others to shine. Your choice of planning software affects not just finance but the business as a whole, from better collaboration and information sharing to improving the decision making process. With your backing a planning system which does all this will get you noticed for all the right reasons. 

The WoW factor

Make your first heroic steps by choosing the right software for the job. Then the right team to set it up. Not all upgrades are equal, but choosing a market leader is a good start. It's certainly where we began.  Adaptive Insights consistently receives top ratings for usability, functionality and reliability on review sights such as TrustRadius, G2 Crowd, Gartner Peer Insights, Capterra, GetApp....

"Simple interface. Really easy for new people to come in and start using it day one.” – Senior financial analyst, Instructure, TrustRadius.

"It is agile and powerful, allowing us to quickly make new monthly forecasts, alter assumptions and cost drivers, and see those changes effected immediately through our forecast version. “ Financial Analyst in the Manufacturing Industry, Gartner Peer Insights.

"Adaptive Insights is a powerful, impactful, and affordable FP&A software solution.” Lead Financial Analyst at Consol Energy, Capterra.

Discover what Adaptive Insights can do for your business, with a Formulate team to putting it in.
Get in touch


Tags: Adaptive Insights, Financial planning, Usability, faster forecasting

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