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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 Jellyfish

Jellyfish helps you manage multiple activities, events, or project budgets in parallel, with multiple teams. It then allows you to group budgets and extract reports per activity, project, program, time-frame, location or any other grouping needed...up to the general P&L of the entire company or organization.

It works as a standalone solution as well as a complementary app to existing financial and accounting systems. Data can be transferred from and to Jellyfish using extremely easy CSV import/export.

Jellyfish is designed for the general non-finance, non-tech savvy user; account set-up and team onboarding can be done in 15 min.

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

  • 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

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

  • Budget management for project teams.

  • Budget management for event organizers.

  • Budget management for construction projects.

  • Budget and grant management for nonprofits.

  • Collaborative expense tracking for communities.

  • Real-time budget monitoring and reporting.

  • Transparent and sustainable financial management.

  • Project-based accounting for non-accountants.

  • User-friendly expense tracking for projects.

Pricing

Raft - Up to 10 Projects

$20.00
Monthly for up to 10 projects
Included in plan:
  • Up to 10 Projects
  • Unlimited Users

Sailboat - Up to 50 Projects

$50.00
Monthly for up to 50 projects
Included in plan:
  • Up to 50 Projects
  • Unlimited Users

Ship - Up to 100 Projects

$90.00
Monthly for up to 100 projects
Included in plan:
  • Up to 100 Projects
  • Unlimited Users

Fleet - More than 100 Projects


Depends on the number of projects
Included in plan:
  • Unlimited Users

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

    No FAQs associated with this application.

Vendor Information

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Vendor Information

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Vendor Information

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Other

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

Other

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

Other

Who uses Jellyfish
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
French, English
Regional Restrictions:
No restrictions.
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