Solutions & Advantages
Implementation & Project Management
End User Training
Global leader in cloud-based SaaS for planning, consolidation, reporting & analytics
Certified and preferred implementation partner of Adaptive Insights
Planning for Health Centers
FQHCs, CHCs and Health Clinics
With multiple centers and funding sources, and the need to incorporate both financial and operational data in the planning process, it is essential for health centers to have an efficient tool for budgeting and reporting. Using Adaptive, we enable finance teams to automate consolidation across the entire organization, streamlining GL, Medical, Provider, Encounter, Payer, and Payroll data. Our healthcare clients benefit from our industry leading best practices, and enhance financial planning with YTD rolling forecasts, flexible what-if scenarios and automated personnel, encounter and patient revenue planning.
Financial Planning for Profits
Using disconnected spreadsheets to align revenue and costs across multiple projects, customers, and departments can be challenging. Adaptive enables finance teams to automate and move their headcount, project, resource, and revenue planning processes to the cloud, reducing finance cycle times by as much as 70%. Our solution provides specific metrics and automated templates for budgeting, forecasting, scenario modeling, dashboards, reports and analytics – enabling you to accelerate and improve your financial planning and reporting.
Financial Planning for Non-Profits
We have deep expertise in budgeting and reporting for nonprofit organizations, and understand the importance of making every dollar count to support your mission. Using Adaptive, we enable you to plan and forecast by program, project, fund, grant, season, location – however you need to model your organization. Our customized approach allows you to track expenses and donor contributions efficiently, automate overhead allocations, manage financials across funds and projects, and automate statements of financial activities, position, and cash flow.