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Adapt helps finance teams analyze revenue, track metrics, and create reports from their data.

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Key Use Cases

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Revenue Analysis

Get instant answers about revenue and financial metrics. 
What's our current MRR and how has it changed?

Show me revenue by customer segment

What's our churn rate this month?

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Data Analysis

Query your data warehouse with natural language. 
Show me monthly revenue trends from Snowflake

Compare Q4 to Q3 performance

Analyze this spreadsheet and summarize trends [upload file]

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Reporting

Create summaries and reports on demand. 
Create a monthly revenue report

Summarize this financial document [upload PDF]

Build a chart showing MRR growth

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Example Questions

What's our MRR, ARR, and growth rate?

Break down revenue by plan tier

What's our net revenue retention?

How many subscriptions were created this month?

What's our trial conversion rate?

Show me subscriptions at risk of churning

Query our Snowflake data for monthly metrics

Show me customer cohort analysis

What's the trend in daily active users?

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Key Integrations

IntegrationSecret NameWhat it enables
StripeSTRIPE_API_KEYRevenue, MRR, subscriptions
SnowflakeSee docsData warehouse queries
DatabricksSee docsLakehouse queries
HubSpotHUBSPOT_ACCESS_TOKENPipeline for forecasting

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Getting Started

1

Connect Stripe

Add STRIPE_API_KEY for revenue data
2

Connect data warehouse

Set up Snowflake for deeper analysis
3

Try revenue queries

Ask about MRR or subscription metrics

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Next Steps

Stripe Integration

Connect revenue data

Snowflake Integration

Connect data warehouse