AI financial planning tool
March 31, 2015
AI financial planning tool
Score 10 out of 10
Vetted Review
Verified User
Software Version
Other
Overall Satisfaction with Adaptive Insights
When I was looking for a Financial Planning tool, I had three things in mind:
- Cloud based compatible with NetSuite ERP
- Speed of upload and download
- Built in intelligence
I use to deal with a very manual financial planning tool in my previous role so this definitely was a game changer in so many ways:
- Uploading manual input into the system is so easy
- It is still capturing Excel functions (even copy and paste)
- Interactive and easy to follow implementation
- You can forecast all the numbers in detail or high level fashion
- Implementation team is very knowledgable and responsive
- The tool is very intuitive and clearly knows that Finance wants in forecasting
- Easy to understand the tool/ Easy implementation process
- Very intuitive and has some built in intelligence (i.e. you can set the growth percentage to populate other cells)
- Integrates well with NetSuite ERP
- Some minor technical issues (i.e. java script error)
- Faster turnaround time
- Easier to get everyone involved
- Easy to follow through