What users are saying about
11 Ratings

Adaptive Insights

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Top Rated
205 Ratings
11 Ratings
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Score 8.7 out of 101

Adaptive Insights

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Top Rated
205 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.7 out of 101

Add comparison

Likelihood to Recommend

Acumatica 5.0

As I have only used it in one business I can't say too much how relevant it would be for other types of business, eg Retail or Manufacturing. It doesn't appear to be specifically set up for ecommerce.

We wholesale products and it works well for that kind of business model.
Justin Leflaive profile photo

Adaptive Insights

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

Feature Rating Comparison

Customization

Acumatica 5.0
7.0
Adaptive Insights
API for custom integration
Acumatica 5.0
7.0
Adaptive Insights

Security

Acumatica 5.0
7.0
Adaptive Insights
Role-based user permissions
Acumatica 5.0
7.0
Adaptive Insights

Reporting & Analytics

Acumatica 5.0
6.7
Adaptive Insights
Dashboards
Acumatica 5.0
4.0
Adaptive Insights
Standard reports
Acumatica 5.0
7.0
Adaptive Insights
Custom reports
Acumatica 5.0
9.0
Adaptive Insights

General Ledger and Configurable Accounting

Acumatica 5.0
8.3
Adaptive Insights
Accounts payable
Acumatica 5.0
10.0
Adaptive Insights
Accounts receivable
Acumatica 5.0
8.0
Adaptive Insights
Global Financial Support
Acumatica 5.0
5.0
Adaptive Insights
Intercompany Accounting
Acumatica 5.0
9.0
Adaptive Insights
Journals and Reconciliations
Acumatica 5.0
10.0
Adaptive Insights
Standardized Processes
Acumatica 5.0
8.0
Adaptive Insights

Inventory Management

Acumatica 5.0
8.5
Adaptive Insights
Inventory tracking
Acumatica 5.0
9.0
Adaptive Insights
Location management
Acumatica 5.0
8.0
Adaptive Insights

Order Management

Acumatica 5.0
9.3
Adaptive Insights
Pricing
Acumatica 5.0
10.0
Adaptive Insights
Order entry
Acumatica 5.0
9.0
Adaptive Insights
Cost of goods sold
Acumatica 5.0
8.0
Adaptive Insights
End-to-end order visibility
Acumatica 5.0
10.0
Adaptive Insights

Subledger and Financial Process

Acumatica 5.0
6.8
Adaptive Insights
Automated Invoice Processing
Acumatica 5.0
7.0
Adaptive Insights
Customer Collections
Acumatica 5.0
7.0
Adaptive Insights
Cash Management
Acumatica 5.0
7.0
Adaptive Insights
Period Close
Acumatica 5.0
6.0
Adaptive Insights

BI Standard Reporting

Acumatica 5.0
Adaptive Insights
9.3
Pixel Perfect reports
Acumatica 5.0
Adaptive Insights
9.0
Customizable dashboards
Acumatica 5.0
Adaptive Insights
10.0
Report Formatting Templates
Acumatica 5.0
Adaptive Insights
9.0

Ad-hoc Reporting

Acumatica 5.0
Adaptive Insights
8.0
Drill-down analysis
Acumatica 5.0
Adaptive Insights
9.0
Formatting capabilities
Acumatica 5.0
Adaptive Insights
7.0
Integration with R or other statistical packages
Acumatica 5.0
Adaptive Insights
8.0
Report sharing and collaboration
Acumatica 5.0
Adaptive Insights
8.0

Report Output and Scheduling

Acumatica 5.0
Adaptive Insights
8.0
Publish to PDF
Acumatica 5.0
Adaptive Insights
8.0
Report Versioning
Acumatica 5.0
Adaptive Insights
8.0
Report Delivery Scheduling
Acumatica 5.0
Adaptive Insights
8.0

Data Discovery and Visualization

Acumatica 5.0
Adaptive Insights
7.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
Acumatica 5.0
Adaptive Insights
7.0
Location Analytics / Geographic Visualization
Acumatica 5.0
Adaptive Insights
8.0
Predictive Analytics
Acumatica 5.0
Adaptive Insights
8.0

Access Control and Security

Acumatica 5.0
Adaptive Insights
9.0
Multi-User Support (named login)
Acumatica 5.0
Adaptive Insights
9.0
Role-Based Security Model
Acumatica 5.0
Adaptive Insights
9.0
Multiple Access Permission Levels (Create, Read, Delete)
Acumatica 5.0
Adaptive Insights
9.0

Mobile Capabilities

Acumatica 5.0
Adaptive Insights
8.5
Responsive Design for Web Access
Acumatica 5.0
Adaptive Insights
8.0
Dedicated iOS Application
Acumatica 5.0
Adaptive Insights
8.0
Dedicated Android Application
Acumatica 5.0
Adaptive Insights
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Acumatica 5.0
Adaptive Insights
10.0

Budgeting, Planning, and Forecasting

Acumatica 5.0
Adaptive Insights
8.6
Long-term financial planning
Acumatica 5.0
Adaptive Insights
8.9
Financial budgeting
Acumatica 5.0
Adaptive Insights
8.8
Forecasting
Acumatica 5.0
Adaptive Insights
9.1
Scenario modeling
Acumatica 5.0
Adaptive Insights
8.2
Management reporting
Acumatica 5.0
Adaptive Insights
8.1

Consolidation and Close

Acumatica 5.0
Adaptive Insights
7.5
Financial data consolidation
Acumatica 5.0
Adaptive Insights
7.9
Journal entries and reports
Acumatica 5.0
Adaptive Insights
5.6
Multi-currency management
Acumatica 5.0
Adaptive Insights
7.6
Intercompany Eliminations
Acumatica 5.0
Adaptive Insights
7.5
Minority Ownership
Acumatica 5.0
Adaptive Insights
7.1
Local and consolidated reporting
Acumatica 5.0
Adaptive Insights
8.3
Detailed Audit Trails
Acumatica 5.0
Adaptive Insights
8.5

FInancial Reporting and Compliance

Acumatica 5.0
Adaptive Insights
8.3
Financial Statement Reporting
Acumatica 5.0
Adaptive Insights
9.0
Management Reporting
Acumatica 5.0
Adaptive Insights
8.6
Excel-based Reporting
Acumatica 5.0
Adaptive Insights
8.4
Automated board and financial reporting
Acumatica 5.0
Adaptive Insights
8.5
XBRL support for regulatory filing
Acumatica 5.0
Adaptive Insights
7.0

Analytics

Acumatica 5.0
Adaptive Insights
7.6
Personalized dashboards
Acumatica 5.0
Adaptive Insights
7.3
Color-coded scorecards
Acumatica 5.0
Adaptive Insights
6.8
KPIs
Acumatica 5.0
Adaptive Insights
8.0
Cost and profitability analysis
Acumatica 5.0
Adaptive Insights
8.0
Key Performance Indicator setting
Acumatica 5.0
Adaptive Insights
8.0
Benchmarking with external data
Acumatica 5.0
Adaptive Insights
7.3

Integration

Acumatica 5.0
Adaptive Insights
8.6
Flat file integration
Acumatica 5.0
Adaptive Insights
8.3
Excel data integration
Acumatica 5.0
Adaptive Insights
8.7
Direct links to 3rd-party data sources
Acumatica 5.0
Adaptive Insights
8.7

Pros

  • Generic Inquiries are a very easy way to create custom reports.
  • The automation schedules are useful, we use these for confirming of shipments, creating invoices and emailing them. Reduces workload.
  • Open for integration with other software. We find the ease of connection to MS PowerBI very useful.
Justin Leflaive profile photo
  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo

Cons

  • The CRM module is very basic.
  • There is no supplier remittance function.
  • The API is basic, our ecommerce integration has had to be built nearly from scratch.
Justin Leflaive profile photo
  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie profile photo

Likelihood to Renew

Acumatica 5.09.0
Based on 1 answer
It is very customisable and good value for money. It is also scalable for the future. The CRM and ecommerce integtration are the main downsides.
Justin Leflaive profile photo
Adaptive Insights8.6
Based on 32 answers
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Kevin Bradshaw profile photo

Usability

No score
No answers yet
No answers on this topic
Adaptive Insights7.7
Based on 75 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg profile photo

Performance

No score
No answers yet
No answers on this topic
Adaptive Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

Support

No score
No answers yet
No answers on this topic
Adaptive Insights6.8
Based on 11 answers
Support requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke profile photo

Online Training

No score
No answers yet
No answers on this topic
Adaptive Insights8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo

Implementation

No score
No answers yet
No answers on this topic
Adaptive Insights8.2
Based on 13 answers
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® profile photo

Breadth of Deployment

No answers on this topic
It is used throughout the company in different divisions and at our corporate level. When used in a division recently the personnel from different departments directly inputted data and monitored their budget against actual. It is very user friendly and flexible.
Harry Vasels profile photo

Alternatives Considered

NetSuite is much more expensive and is difficult to customise or integrate.
SAP is a more complex and powerful system, but several times more expensive to implement and run.
Justin Leflaive profile photo
I like how easy Essbase is to pull reports - but I think that OfficeConnect fills that gap. When looking at Hyperion vs Adaptive, I think that Adaptive's input is much easier to navigate. I like Adaptive much more. Because input is so much easier, it helps me be in the system more frequently and rely on it more heavily.
Mark McConkie profile photo

Collaboration and Sharing

No score
No answers yet
No answers on this topic
Adaptive Insights7.5
Based on 17 answers
With workflow I am able to track progress on budget and forecast projects in a timely manner. There is also an organiser to track and assign tasks to users. Security is very flexible.
Robin Webber profile photo

Data Integration

No score
No answers yet
No answers on this topic
Adaptive Insights7.6
Based on 17 answers
We have used Adaptive for years and it works well as we adapt to changing business scenarios. We can make changes and see potential impacts to our business before they occur.
Harry Vasels profile photo

Scalability

No score
No answers yet
No answers on this topic
Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

Return on Investment

  • Time to match customer payments has decreased by approximately 30%.
  • Time to enter sales orders has decreased by approx 10%.
  • It has enabled up to easily access our system remotely, meaning we are able to be more flexible in our work.
Justin Leflaive profile photo
  • Budget and forecast cycles have been reduced due to the ease of data input by our end-users. We used to allow user a month to input annual budget data and we can now complete this process in two and a half weeks.
  • Forecasts used to be completed using Excel by our 17 divisions. Adaptive has allowed for us to complete the forecast process using the Adaptive tool which allows us to consolidate our forecasts immediately versus a manual process.
  • Month-end reporting used to take us 5 days to complete our package prior to using Adaptive. Our organization can now finalize our reporting in no more than 3 days due many of the reports coming straight from Adaptive.
Gary Grzesiak profile photo

Pricing Details

Acumatica 5.0

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Acumatica 5.0 More Information

Adaptive Insights

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation
Additional Pricing Details

Adaptive Insights More Information