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About Adaptive Insights

Adaptive Insights is the recognized leader in cloud corporate performance management (CPM). The company's Adaptive Suite enables companies of all sizes to collaboratively plan and model, easily access real-time analytics, streamline complex financial reporting, and accelerate financial consolidation. With this best-practice active planning process, Adaptive Insights differentiates with easy, powerful, and fast software that empowers more than 3,300 customers in over 50 countries to drive business success.

About deFacto Global

Organizations around the world use deFacto Planning in every business function to make informed decisions and drive faster, more effective planning processes.

deFacto Planning empowers business managers throughout an organization to take full command of their company’s performance through real-time budgeting, forecasting, analysis, and reporting across all functional areas, including finance, tax, sales, supply chain, operations, and others. Using a single, unified platform, business users within each functional area can build and maintain models of their specific business, then use those models as the basis for integrating their planning activities with all other functional areas across their company. The result is a fully synchronized, cross-enterprise planning capability that allows any business manager to make the best decisions and plans for their business area and the entire company.

deFacto Planning’s architecture utilizes 100% native Microsoft technology—including Excel, Office 365, and SQL Server with Analysis Services—ensuring ease of maintenance and support. It also offers maximum flexibility with its ability to seamlessly integrate with Power BI, Azure, Azure Services, and any ERP system or data source.

Excel Add-On

  • Input Forms
  • Reports
  • Alternate Hierarchies
  • Properties/Attributes Query-Ability
  • Maintains Native Excel Formulas and Formatting
  • Book Publication Wizard
  • Offline Support
  • Advanced Zero-Suppression
  • Formula-Based or Matrix-Based Reporting
  • Can Work with Any Analysis Services Cube
  • Drill-Through to Relational Data
  • Send and Receive Text Comments

Workflow

  • Simple Out-of-the-Box Approval Structure for Contributor, Data Entry, Reviewer, and Approver
  • Ability to Completely Customize the Approval Structure
  • Based on Multiple Time Periods, Entities, Categories, and Scenarios

Script Logic

  • MDX Formulas
  • Foreign Currency Conversion
  • Customized Logic for Specialized Business Processes
  • Inter-Model Logic

Enhanced Financial Intelligence

  • Budgeting, Planning, and Forecasting
  • Consolidation
  • Inter-company Eliminations
  • Reporting

Cube Builder/Optimizer

  • Create/Maintain Dimensions and Attributes
  • Create/Maintain Sets of Cubes
  • Create Alternate Hierarchies
  • Make Copies of Cubes and Sets of Cubes

Scorecard/Dashboard Integration

  • SharePoint Monitoring & Analytics
  • Other Dashboard Tools – Standard MSAS
  • Web-Based Data Entry

About Procurify

Procurify is the go-to spend management solution for mid-sized companies. Across the world, hundreds of companies use Procurify to track, control and analyze their spending. With its comprehensive workflow, mobile apps and user-friendly interface, Purchasing, Procurement, and Finance teams have been able to implement Procurify across departments and teams and create a better Spend Culture. Get set up in as little as two weeks and let us help you transform your purchasing process.

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Scheduling
  • Supplier Management
  • Tax Management

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Scheduling
  • Supplier Management
  • Tax Management

Features

  • Accounts Payable
  • API
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Supplier Management
  • Shipping Management
  • Order management
  • SAP Integration

Summary

    No key features associated with this application.

Summary

  • Cross-Enterprise Deployments

  • On-prem/hybrid/cloud

  • Budgeting

  • Forecasting

  • Consolidation

  • Reporting

  • Analysis

  • Predictive Analytics

  • Allocations

  • Machine Learning

Summary

  • Approval Routing

  • Web and Mobile Applications

  • Three Way Matching

  • User Role Controls

  • Expense Tracking

  • Cost Allocation

  • Request to Pay Purchasing

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes. We offer comprehensive reading guides, video tutorials, and live support and training.

  • What is this service generally used for?
  • deFacto Planning is the perfect tool to replace Excel or overpriced, cumbersome tools provided by tech giants. Overall, our tool is used to integrate the planning process and allow companies to experience real-time collaborative planning across the entire enterprise. deFacto Planning is used for Budgeting, Forecasting, Reporting, Consolidation, and Predictive Analysis.

  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
  • Windows, iOS, and Android.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. We have customers with over 1,000 users, and some with just a few users.

  • Does this service integrate with any other apps?
  • Yes. deFacto Planning can integrate with all of your data sources and we do not charge extra for that.

  • Who are the main user groups of this service?
  • Typically, we start with the Office of the CFO. However, once our customers understand the full potential of deFacto Planning, we extend beyond finance into all functional areas of the business.

  • What are some applications this service is commonly used in tandem with?
  • deFacto Planning is typically used in tandem with ERP system(s), BI/visualization tools, Payroll systems, HRIS, GL, and many more. We integrate the product to as many data sources as you need and do not charge extra for that.

FAQs

    Does this service offer an API?
  • Yes.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, a knowledgebase, 24/5 support, and additional professional services are available.

  • Does this service integrate with any other apps?
    • Quickbooks
    • Netsuite
    • Slack
    • Amazon PunchOut
    • Microsoft Dynamics
    • Sage
    • FinancialForce
  • What platforms does this service support?
  • Web and mobile apps.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, with different user types and permissions.

  • What are some applications this service is commonly used in tandem with?
    • Quickbooks
    • Netsuite
    • Slack
    • Amazon PunchOut
    • Microsoft Dynamics
    • Sage
    • FinancialForce
    • Excel

Vendor Information

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Vendor Information

Founded:
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Based in:
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Likes:
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Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other

Who uses Adaptive Insights
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Dutch, English, Portuguese, Spanish, French, Japanese
Regional Restrictions:
No restrictions.

Other

Who uses deFacto Global
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English, Russian, German, French, Irish, Spanish
Regional Restrictions:
No restrictions

Other

Who uses Procurify
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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