AI financial planning tool
March 31, 2015

AI financial planning tool

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


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
There are many other reasons why I would recommend this tool. I am definitely happy with my decision and will continue to utilize this tool.
  • 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
If you have NetSuite ERP system, this could be utilized to the full extent.