Board and External Reporting
Deliver Stunning, Instantly Updated Management Reports With the Microsoft Office Suite and OfficeConnect
Easily create high-quality reports, board books, and presentations with Microsoft Office (Excel, Word, and PowerPoint). With total control over formatting and the power to refresh your data with one click, you’ll reduce your financial reporting process from days to minutes.
Board and External Reporting Unified With Microsoft Office, 100% Cloud Connected
Adaptive Insights’ board and external reporting capability integrates your planning and consolidation data directly with Excel, Word, and PowerPoint. It’s never been easier to create or update financial reports with your latest actuals, plans, and forecasts. Select dimensions, accounts, and time periods, and then build always-formatted balance sheets, P&Ls, income statements, narrative reports, board packs, and presentations.
Migrate Your Existing Reports, No Rebuilding Required
It’s incredibly easy to make your existing financial reports live and dynamic. Mark up what you want to refresh automatically, and our board and external reporting capability does the rest. Existing investments in complex calculations, headers and footers, charts, and formatting are all carried over. Making the move to better reporting has never been simpler.
Reduce Reporting Errors and Save Time
Building manual reports can be a tedious, error-prone process of copying and pasting data. You spend a lot of time making sure your reports are accurate and up-to-date. Take back your time and improve data accuracy by moving to cloud-connected board and external reporting.