Documentation Index
Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
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Adapt helps finance teams analyze revenue, track metrics, and create reports from their data.
Key Use Cases
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?
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]
Reporting
Create summaries and reports on demand.
Create a monthly revenue report
Summarize this financial document [upload PDF]
Build a chart showing MRR growth
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?
Key Integrations
| Integration | Secret Name | What it enables |
|---|
| Stripe | STRIPE_API_KEY | Revenue, MRR, subscriptions |
| Snowflake | See docs | Data warehouse queries |
| Databricks | See docs | Lakehouse queries |
| HubSpot | HUBSPOT_ACCESS_TOKEN | Pipeline for forecasting |
Getting Started
Connect Stripe
Add STRIPE_API_KEY for revenue data
Connect data warehouse
Set up Snowflake for deeper analysis
Try revenue queries
Ask about MRR or subscription metrics
Next Steps
Stripe Integration
Connect revenue data
Snowflake Integration
Connect data warehouse
