Adaptive Insights, now part of Workday, provides cloud-based financial planning and analysis software designed to help businesses of all sizes streamline their budgeting, forecasting, and reporting processes. The platform serves a diverse range of clients, including mid-sized companies and large enterprises across various industries such as professional services, healthcare, and technology. Operating in the financial planning and analysis (FP&A) market, Adaptive Insights offers a subscription-based business model, generating revenue through annual or multi-year contracts. The software integrates with existing ERP systems and provides real-time data, enabling finance teams to create driver-based rolling forecasts, perform scenario analysis, and generate meaningful board reports. By linking all plans across the organization, the platform enhances business agility and speeds up decision-making processes.

Keywords: financial planning, cloud-based software, budgeting, forecasting, reporting, real-time insights, collaborative tools, FP&A, business agility, scenario analysis.