What users are saying about
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Top Rated
239 Ratings

Adaptive Insights, a Workday company

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Top Rated
239 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

Adaptive Insights, a Workday company

Adaptive Insights is well-suited for accommodating different areas within the organization that have different cost drivers and/or have different allocation needs. The capability to design planning sheets using the lookup values offers flexibility that was difficult to produce with confidence in our other planning tool. Using dimensions and attributes within our organization's design, allows the ability to dissect data in different ways and report in more flexible formats to meet user needs. In addition, the OfficeConnect plug-in with Adaptive offers expanded Board reporting capabilities where Adaptive Reporting may come up short. The Discovery Dashboard provides quick visuals for C-Suite on demand.
Limin Kinsey, CPA, CFE | TrustRadius Reviewer

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Report Formatting Templates
Adaptive Insights, a Workday company
9.0

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Publish to PDF
Adaptive Insights, a Workday company
8.0
Report Versioning
Adaptive Insights, a Workday company
8.0
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.4
Long-term financial planning
Adaptive Insights, a Workday company
8.1
Financial budgeting
Adaptive Insights, a Workday company
8.9
Forecasting
Adaptive Insights, a Workday company
9.0
Scenario modeling
Adaptive Insights, a Workday company
7.2
Management reporting
Adaptive Insights, a Workday company
8.8

Consolidation and Close

Adaptive Insights, a Workday company
7.8
Financial data consolidation
Adaptive Insights, a Workday company
8.5
Journal entries and reports
Adaptive Insights, a Workday company
6.1
Multi-currency management
Adaptive Insights, a Workday company
7.3
Intercompany Eliminations
Adaptive Insights, a Workday company
7.8
Minority Ownership
Adaptive Insights, a Workday company
7.7
Local and consolidated reporting
Adaptive Insights, a Workday company
8.4
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.9
Financial Statement Reporting
Adaptive Insights, a Workday company
8.7
Management Reporting
Adaptive Insights, a Workday company
8.5
Excel-based Reporting
Adaptive Insights, a Workday company
7.4
Automated board and financial reporting
Adaptive Insights, a Workday company
7.6
XBRL support for regulatory filing
Adaptive Insights, a Workday company
7.4

Analytics

Adaptive Insights, a Workday company
7.1
Personalized dashboards
Adaptive Insights, a Workday company
7.5
Color-coded scorecards
Adaptive Insights, a Workday company
6.5
KPIs
Adaptive Insights, a Workday company
7.4
Cost and profitability analysis
Adaptive Insights, a Workday company
8.2
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.9
Benchmarking with external data
Adaptive Insights, a Workday company
5.4

Integration

Adaptive Insights, a Workday company
8.2
Flat file integration
Adaptive Insights, a Workday company
8.2
Excel data integration
Adaptive Insights, a Workday company
8.3
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.2

Pros

Adaptive Insights, a Workday company

  • 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 | TrustRadius Reviewer

Cons

Adaptive Insights, a Workday company

  • When trying to learn about a new feature or a feature I have not used previously it is sometimes difficult to find that information on the help section.
  • Adaptive can be deployed through consultants when they do not have specialized knowledge like higher education. This sometimes makes it difficult to determine who to contact when experiencing issues with the model after implementation.
  • You are limited to one master chart of accounts. When you have multiple businesses this can cause some difficulties that can be overcome, but takes additional thought and planning and can cause issues when making changes.
Brian Kyslinger | TrustRadius Reviewer

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.9
Based on 34 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald | TrustRadius Reviewer

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.3
Based on 79 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 | TrustRadius Reviewer

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.4
Based on 10 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels | TrustRadius Reviewer

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 5 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg | TrustRadius Reviewer

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.9
Based on 13 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 | TrustRadius Reviewer

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.7
Based on 7 answers
Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.
Lenny Wu, MBA, MA, CPA, CGA | TrustRadius Reviewer

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.7
Based on 15 answers
Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner
Lee Hawthorn | TrustRadius Reviewer

Alternatives Considered

Adaptive Insights, a Workday company

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis | TrustRadius Reviewer

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 8 answers
Some aspects of the application are very scalable (formulae, metadata changes, adding/changing users, etc.) while others are less so (dashboards, data integration etc.)
Bob Katz, CMA, CFM, CFP® | TrustRadius Reviewer

Return on Investment

Adaptive Insights, a Workday company

  • We use Adaptive Planning as our main budgeting software. Adaptive is always releasing new features to improve the functionality, and this makes working it is much more efficient.
  • Adaptive has many resources to help you use Adaptive. However, not many answers can be found on Google.
Samantha Monastra | TrustRadius Reviewer

Screenshots

Pricing Details

Adaptive Insights, a Workday company

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

* per seat, per installation

Rating Summary

Likelihood to Recommend

Adaptive Insights, a Workday company
7.7

Likelihood to Renew

Adaptive Insights, a Workday company
8.9

Usability

Adaptive Insights, a Workday company
7.3

Reliability and Availability

Adaptive Insights, a Workday company
7.4

Performance

Adaptive Insights, a Workday company
9.1

Support

Adaptive Insights, a Workday company
7.9

In-Person Training

Adaptive Insights, a Workday company
8.2

Online Training

Adaptive Insights, a Workday company
8.7

Implementation

Adaptive Insights, a Workday company
8.7

Scalability

Adaptive Insights, a Workday company
9.1

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