QMetrix are Australia's Leading Adaptive Insights (Formerly Adaptive Planning) Software Consultants

QMetrix has seen a strong interest in cloud based budgeting, forecasting and planning software increase throughout the last few years and has chosen to partner with the best software solution in that space – Adaptive Insights.

Your journey to better insights, starts here


Adaptive Insights provides the only unified Business Intelligence (BI) and Corporate Performance Management (CPM) suite built from the “cloud up” – planning, consolidation, analytics and reporting applications that are powerful yet intuitive for all types of business users.

  • Easiest to use and deploy BI and CPM suite
  • Collaborative and unified
  • Cuts planning and consolidation by up to 90%
  • Always up-to-date cloud delivery
  • Comprehensive Web and Office reporting designed for the business user
  • Anytime, anywhere access – web and mobile

Adaptive Insights Softwear Consultants

Adaptive Planning (for Budgeting and Forecasting)

Adaptive Planning offers a leading cloud-based budgeting, forecasting and planning software for sales projection, cash flow projection and balance sheet forecasting. The planning and forecasting engine enables powerful financial modeling with an easy-to-use, drag-and-drop interface. It is intuitive for finance professionals with its Excel like interface and modeling capabilities, however it has all the controls of an enterprise collaborative application.

For more video demonstrations of the of Adaptive Insights in action please check out our Adaptive Videos page.

Adaptive Discovery (for Business Intelligence)

Adaptive Discovery provides cloud business intelligence, dashboard and visual analytics for your executives, finance managers and operational staff. Data can be integrated from virtually any data source (ERP, CRM and HR & Payroll systems etc.) and can be presented in intuitive and dynamic charts for both drill down and what-if scenario analysis on the fly. Adaptive Discovery allows you to:

  • Create dashboards with minimal fuss (no coding required)
  • Drag and drop, plus interactive drill down analysis
  • Visualise KPIs as well as access the underlying data
  • Deploy and access across multiple devices
  • Trigger emails based on metrics
  • Centralise and share key metrics and visualisations


Adaptive OfficeConnect (for Microsoft Office)

Adaptive OfficeConnect is an add-in that allows the finance team to create their own detailed reports in a selection of Microsoft Office products such as Excel, Word and PowerPoint. It is intuitive, easy to use and is especially great in helping users produce specific and detailed custom board packs. By leveraging Excel’s existing rich functionality in custom formatting and charts, users don’t need to learn yet another tool.

Adaptive OfficeConnect Integration

Adaptive OfficeConnect integrates with all the other modules within the Adaptive Suite, which ensures the latest figures, be it actuals, budgets or forecasts, are refreshed at the push of a button, thereby avoiding the time consuming processes and data inaccuracies that typically plague Excel based reporting. This significantly speeds up the month end close and reporting process as all the trusted data, facts and figures are updated when you change to a new month, leaving the finance team to simply focus on the value add commentary and variance discussion.


Adaptive Consolidation (for Multi-entity Organisations)

Adaptive Consolidation is an optional extension to Adaptive Planning, and is designed specifically for organisations with multiple entities to assist in handling intercompany transactions and eliminations. Reporting for multi-entity organisations with complex structures is already a time consuming and tough enough job, so imagine trying work that same logic into your budgets, forecast and what-if analysis.

Fortunately, Adaptive Consolidation considers all the intricacies involved with your actuals, budgets and forecasts when:

  • The percentage interest in one or more entities changes up or down, or from controlling to non-controlling etc.
  • Reclassifying accounts when consolidating the subsidiary’s GL to the parent’s GL
  • There are changes to elimination and allocation rules
  • Exchange rates must be considered for multi-nationals
  • Adding new entities through takeovers and mergers


QMetrix are Adaptive Insights Certified Consultants

QMetrix have a number of certified Adaptive Insight consultants throughout Australia with offices in Melbourne, Sydney, Brisbane and Perth. Our Adaptive consultants are experienced accountants (CA/CPA) first and foremost and therefore understand the pains of going through a manual reporting, budgeting and forecasting cycles using Excel spreadsheets and producing board packs.

To speak to one of our consultants and arrange a free trial or demonstration please contact us.