Know Where You’ve Been and Where You’re Headed

Adaptive Insights (AI) is one of the fastest growing SaaS products in the Corporate Performance Management sector.  With over 3,000 customers worldwide AI is easily recognized as a leading brand in this space.  Hein & Associates is a proud provider of the Adaptive Insights suite of products, including Adaptive Planning, Discovery, Reporting, Consolidation, and Office Connect.  Adaptive Insights is:


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  • Highly versatile – can bolt onto any accounting package
  • Flexible and accessible from anywhere
  • GAAP compliant
  • Intuitive and easy to use with drop and drag functionality
  • Rapidly deployable
  • Affordable

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  • Comprehensive Budgeting, Planning and Forecasting
  • Intuitive and User-Friendly “Excel-like” Interface
  • Reduce Budget Cycle Time By Up To 90%
  • Collaboratively Plan and Forecast Revenue, Expenses, Capital, Headcount and More
  • Actual to Budget Variance Reporting
  • Spend More Time Analyzing Information

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  • Robust Business Intelligence Capabilities
  • Intuitive Dashboards and Interactive Scorecards
  • What-if Modeling
  • Visualize KPI’s, Metrics and Trends
  • Build Ad-hoc Dashboards and Dials
  • Bring Financial and Non-financial Data together
  • Spend More Time Analyzing Results

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  • Comprehensive Budgeting, Planning and Forecasting
  • Intuitive and User-Friendly “Excel-like” Interface
  • Reduce Budget Cycle Time By Up To 90%
  • Collaboratively Plan and Forecast Revenue,
  • Expenses, Capital, Headcount and More
  • Actual to Budget Variance Reporting
  • Spend More Time Analyzing Information

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  • Comprehensive Budgeting, Planning and Forecasting
  • Intuitive and User-Friendly “Excel-like” Interface
  • Reduce Budget Cycle Time By Up To 90%
  • Collaboratively Plan & Forecast Revenue, Expenses, Capital, Headcount and More
  • Actual to Budget Variance Reporting
  • Spend More Time Analyzing Information

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  • Powerful integration platform that connects on-premise and cloud investments to the suite
  • Provides a comprehensive range of connectors to leading ERP and CRM data sources
  • Now included with Adaptive Discovery Enterprise

Why Hein?

Adaptive Insights. Done Right.

Our Adaptive team collectively has decades of real-world experience from which to draw on in implementing Adaptive products. From former CFOs to Finance Directors to other executive leaders, our depth of experience sets us apart from those with just technical know-how. We develop solutions rich in features and practical in business. With access to Hein’s vast accounting tax and audit knowledge, our team can efficiently and effectively deliver results that matter to you.
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Please contact consulting@heincpa.com for more information or call 877-554-7735.