Adaptive Insights Products

Kurzweil & Associates offers consulting services and training Adaptive Insights' Adaptive Planning and Adaptive OfficeConnect products.


Rescue your budgeting and forecasting from slow, painful, error prone manual processes with the Planning module. Integrate revenue and expense planning, use rolling forecasts, and analyze performance. Prepare cash flow projections, sales planning and balance sheet forecasting. Secure all information with the ability to customize and limit user access. Enjoy the benefits of using a cloud-based planning system and work the way you want to work - on the web, in Excel, or mobile.

 Services Offered

  • Individual Training
  • Consulting

 

Adaptive OfficeConnect lets you easily create high-quality reports, board books and presentations across Microsoft Word, Excel and PowerPoint. Completely connected with Adaptive Planning and Adaptive Consolidation, it’s the best way to create dynamic, beautiful reports always based on your latest data.With relative dating, zero suppression and dynamic SmartLinks, you can roll all of your reports forward each month with a simple 1-click refresh – no header adjustments, no relinking, no reformatting and no copy/paste. Click. Refresh. Done.(Source: OfficeConnect)
Services Offered

  • Individual Training
  • Consulting

Download Adaptive Insights Products Brochure