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What is Adaptive Insights AI?

Adaptive Insights AI is a business planning tool that uses artificial intelligence to help organisations develop financial forecasts and strategic plans. The platform combines AI analysis with structured planning workflows to guide users through budgeting, forecasting, and scenario modelling. It's designed for finance teams, business planners, and executives who need to create detailed financial plans without extensive manual spreadsheet work. The tool aims to reduce the time spent on routine planning tasks whilst improving the accuracy of financial projections through data-driven insights.

Key Features

AI-assisted financial forecasting

generates budget forecasts and revenue projections based on historical data and business inputs

Scenario modelling

create multiple 'what-if' scenarios to test different business assumptions and strategies

Collaborative planning

allows teams to work together on plans with role-based access and approval workflows

Integration with financial data

connects to accounting systems and data sources to populate planning models automatically

Visual reporting and dashboards

presents plans and forecasts in charts and dashboards for stakeholder review

Pros & Cons

Advantages

  • Free to use, making it accessible for small teams and startups
  • Reduces manual spreadsheet work through AI-driven suggestions and data population
  • Supports multiple planning scenarios in a single tool rather than managing separate models
  • Helps non-financial staff participate in planning through guided workflows

Limitations

  • Limited information available on customisation options for industry-specific planning needs
  • Free model may have restrictions on company size, number of users, or data storage limits
  • Effectiveness depends on data quality; poor historical data will produce less reliable AI forecasts

Use Cases

Finance teams building annual budgets and three-year financial plans

Startups creating financial projections for investor pitch decks

Department heads planning headcount and spending for their areas

Scenario planning during business uncertainty or strategic pivots

Rolling forecasts that update quarterly or monthly based on actuals