Home

Quick Links

Legal & Sitemap

navigation
Home > Software Solutions > Adaptive Insights > Software & SaaS Companies

Software & SaaS Companies

Modern Green Yellow Narrow Banner

Software & SaaS Companies


With Adaptive Insights, Armanino has helped hundreds of software and software-as-service (SaaS) companies streamline their planning and analysis, because Adaptive Insights has allowed our customers to:

  • View rolling forecasting: Improve accuracy and turnaround time in the planning and reporting process, and conduct frequent re-forecasting and what-if analyses.
  • Streamline revenue recognition: Software and SaaS companies have multiple types of revenue streams (e.g., subscriptions, licenses, maintenance, professional services, etc.). With Adaptive Insights, deferred revenue, unbilled revenue and accounts receivable can be integrated within a single revenue model.
  • Model key financials: Plan and report in a flexible modeling environment that supports company evolution and quick decision-making.
  • Create custom reports: Report using a complete set of integrated financial statements (profit and loss, balance sheet and cash flow), while being able to analyze the business across multiple dimensions (product, geography, channel and more).
  • Measure relevant KPIs: Use dashboards to manage key business metrics such as monthly recurring revenue (MRR), churn rate, days sales outstanding (DSO), cash burn and more.

Spreadsheet-based systems are inefficient, error-prone and fundamentally unsuited for the complex and dynamic reporting required by fast-growing or established SaaS and software organizations. As a SaaS, Cloud solution, Adaptive Insights requires no new hardware, software or IT support for initial implementation or ongoing maintenance—and it even has an intuitive Excel-like user interface for increased user adoption.   

Integrate Your Technology
In addition, Adaptive Insights can use reports to perform variance analysis, including drill-down into underlying transaction detail from other systems. Built on Adaptive Insights’ cloud platform, the Adaptive Integration solution allows finance teams to connect their existing best-in-class applications (e.g., Salesforce, Intacct, etc.) with Adaptive Insights—securely importing data from your GL, ERP, CRM and other proprietary systems with ease. 

Why Armanino for Software & SaaS Companies
If you’re considering implementing Adaptive Insights, you should know that choosing the right implementation partner is the most important choice you’ll make. As your implementation partner, Armanino provides you with the confidence that comes from having a partner who has worked with numerous SaaS & software clients. Armanino’s Adaptive Insights development and implementation is the largest in the nation. Our staff has the kind of hands-on FP&A experience that leads to a deeper understanding of the issues, operations and processes unique to software companies.

We combine both our clients’ priorities and our own best practices. For example, in addition to a turnkey implementation, we offer a tiered implementation. Our tiered approach can help your internal team learn Adaptive Insights gradually, get more involved in the implementation process and increase user adoption over the long term.

In addition, our certified development and implementation team includes experienced CPAs and former CFOs with extensive finance backgrounds, which means we understand the pain points the CFO Organization battles each day—financial planning, data consolidation, analytics, reporting, internal controls, data security and more.