Corporate Performance Management

To be competitive in today’s dynamic global economy it is not enough to know how the business did last month. You have to know where you are headed and be able to turn on a dime. Most businesses today still rely on spreadsheets for planning and reporting purposes. Spreadsheets are fundamentally unsuited for dynamic and collaborative planning and reporting. Adaptive Planning is the low-cost, cloud-based solution that addresses your current and future budgeting challenges.

As a value-added partner of Adaptive Planning, KalioTek brings decades of experience in financial systems and processes to each implementation. Our highly responsive support model provides our clients with expert help when it is needed most. We work closely with the Adaptive Planning sales and customer success teams to provide seamless deployment and support.

Adaptive Planning

Make better, faster, more collaborative decisions that drive a true competitive advantage.

Adaptive Planning is the worldwide leader in cloud-based corporate performance management (CPM). Adaptive Planning enables finance, sales, and other business leaders to cost-efficiently manage your company’s end-to-end financial performance management processes.

  • Budgeting & Forecasting
  • Reporting & Analysis
  • Consolidations
  • Visual Business Intelligence
  • Cloud-based


The Adaptive Planning solution helps companies implement “Best Practices” in the area of integrated corporate performance management:

  • Reduce budgeting and forecasting cycle time and cost, with automatic consolidation of data, integration of data from other systems, fully integrated financial statements, and driver-based financial models.
  • Drive better, fact-based decisions, with a centralized application automatically integrating both plan data and actual data from the GL and other enterprise systems.
  • Improve alignment, participation, and collaboration among the management team, by providing them with a clear process, an easy-to-understand data collection tool, real-time dashboards and scorecards, and an interactive, self-service, easy-to-use reporting platform.

The Cloud/Software-As-A-Service

It’s low-cost.
Annual subscriptions are extremely affordable (starting at less than $5k per year).
It’s intuitive.
Its web-based, spreadsheet-like interface means that even people without strong finance skills can participate in financial planning processes.
It’s easy to use.
Cloud-based means you can access your budgets, forecasts and reports via a web-browser, anytime, anywhere.
There is no IT involvement required.
No new hardware, software, or IT support is required for initial implementation or ongoing maintenance.
It deploys quickly.
Implementation time can be fast; projects go live quickly, in just weeks.
Upgrades are frequent and automatic.
Our cloud delivery model facilitates frequent product releases and a disruption-free upgrade process for customers.

Adaptive Planning Screenshots