Industry Solutions: Nonprofits

Financial Planning For Nonprofits

Some of the best-run nonprofits use Adaptive Insights to effectively align demand for their services with funding while achieving clear visibility into their expenses. Intuitive TEK's implementation of Adaptive Insights can be tailored to make every dollar count to support your mission.

We have received excellent customer service both during the set-up phase and on an on-going basis. The consultants are extremely knowledgeable and always respond quickly to our requests and questions.

Janette Boik, Senior Financial Analyst, Goodwill-Easter Seals
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Plan and Forecast by Program, Then Align Resources and Expenses

Make the move from spreadsheets and start accelerating your budgeting and planning cycles. Plan and forecast by program, project, fund and grant. Track expenses and donor contributions efficiently and effectively. Perform allocations, manage financials across funds and projects, and perform balance sheet and cash flow planning.

Streamline Reporting Across Funds and Projects

Adaptive Insights' easy-to-use reporting functionality helps you easily generate balance sheets and annual financial statements, and streamline other regulatory filings. Drag-and-drop reporting across multiple dimensions lets you track the performance of and get on-demand visibility into funds, projects, programs, departments, employees and more.

Analyze and Model Donor Contributions, Personnel Costs and Overhead

Analyze and plan for fundraising efforts over multiple channels. Model operating expenses. Create plans based on average donor contributions and cost per program. Analyze by fund, program, project and more. Model personnel allocations for programs and projects, plan program overheads and allocate shared costs.

Continuously Forecast for Predictable Fund Management

Use Adaptive Insights to rapidly build rolling forecasts that drive business projections on a monthly basis. Incorporate the latest actuals for event registration revenues and expenses, membership renewals, and financials from other events into the projections, and integrate with common data sources for nonprofits, such as Blackbaud, Sage, Microsoft Dynamics and more.

Learn more about how we can help your organization plan smarter, report faster and analyze better.

Finance Secrets for Nonprofits

Get access to the top five budgeting secrets for nonprofits that are looking for a way to provide more insightful and timely knowledge—not just hand over the data. Adaptive Insights demonstrates how nonprofits can conduct in-depth, dynamic reporting by dimensions, such as fundraisers, programs and donations


Goodwill-Easter Seals Customer Success Story
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Nonprofit Datasheet
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