Adaptive Insights, a Workday company vs BlackLine

• 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.

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• Task Management is straightforward. Ownership, review, and approval are straightforward and pretty easy to configure and follow.
• Account Reconciliation works similarly. Supporting documents can be attached to a given rec to ease the audit. If balances change after approved, the approval is peeled back.
• Integration with our financial system works seamlessly. Configured to run every 4 hours each day, it's helpful to know even when balances change, BlackLine is up-to-date.

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• 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.

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• Workflow tracking capability in the Compliance module.
• The worksheet that is a UDF in the Compliance module could have better functionality. It doesn't have all the capabilities of true Excel, so we don't currently use it. It would be great if we could copy information (including formulas and formatting) into the worksheet.

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• 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.

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• Transaction matching has had a positive impact on our cash account reconciliation. We are now able to reconcile the account within the closing cycle without additional overtime hours.
• The task module has also increased visibility. It has allowed us the opportunity to move different tasks to earlier time frames helping spread out the work load.
• The CIM module has decreased the preparation time by at least 50 percent. The control and reliability of the reconciliation has also been improved significantly.

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