What users are saying about
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Top Rated
223 Ratings

Adaptive Insights, a Workday company

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Top Rated
223 Ratings
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Score 8.6 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

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

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
8.2
Long-term financial planning
Adaptive Insights, a Workday company
8.3
Financial budgeting
Adaptive Insights, a Workday company
8.7
Forecasting
Adaptive Insights, a Workday company
8.9
Scenario modeling
Adaptive Insights, a Workday company
6.7
Management reporting
Adaptive Insights, a Workday company
8.4

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Financial data consolidation
Adaptive Insights, a Workday company
8.0
Journal entries and reports
Adaptive Insights, a Workday company
5.9
Multi-currency management
Adaptive Insights, a Workday company
7.2
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Minority Ownership
Adaptive Insights, a Workday company
7.2
Local and consolidated reporting
Adaptive Insights, a Workday company
8.1
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.6
Financial Statement Reporting
Adaptive Insights, a Workday company
8.8
Management Reporting
Adaptive Insights, a Workday company
8.5
Excel-based Reporting
Adaptive Insights, a Workday company
6.9
Automated board and financial reporting
Adaptive Insights, a Workday company
7.5
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.4

Analytics

Adaptive Insights, a Workday company
7.2
Personalized dashboards
Adaptive Insights, a Workday company
7.5
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
KPIs
Adaptive Insights, a Workday company
7.2
Cost and profitability analysis
Adaptive Insights, a Workday company
8.2
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.1
Benchmarking with external data
Adaptive Insights, a Workday company
5.8

Integration

Adaptive Insights, a Workday company
8.0
Flat file integration
Adaptive Insights, a Workday company
7.9
Excel data integration
Adaptive Insights, a Workday company
8.1
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.1

Pros

Adaptive Insights, a Workday company

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo

Cons

Adaptive Insights, a Workday company

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.8
Based on 33 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 profile photo

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.3
Based on 77 answers
The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Samantha Monastra profile photo

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 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 profile photo

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.7
Based on 12 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

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 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 profile photo

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.5
Based on 14 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 profile photo

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 profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 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® profile photo

Return on Investment

Adaptive Insights, a Workday company

  • Our budgeting and forecasting cycles are now faster, more accurate and can evolve dynamically throughout the process. This is especially important in our business which is experiencing rapid growth.
  • Our ability to push out bespoke reporting to business owners has massively improved.
  • For our most recent budget cycle, we were able to simply and quickly illustrate the impact of foreign exchange fluctuations to our board.
Andy Clifton profile photo

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

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