What users are saying about
Adaptive Insights
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Top Rated
206 Ratings
Adaptive Insights
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Top Rated
206 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>Score 8.6 out of 101
Based on 206 reviews and ratings
15 Ratings
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Based on 15 reviews and ratings
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Likelihood to Recommend
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).
Financial Analyst II
WorkfrontComputer Software, 501-1000 employees
BlackLine
I ranked it high at a 7/10 primarily because there's not much competition. It generally gets the job done, but they could really up their game with healthy competition. There are a few other modules, like Consolidations and Variance Analysis, we do not use and could benefit us.For our use, it's overkill as a glorified checklist. This is our primary use and, while important, is pretty expensive, given how many user licenses we need.We are beginning to enable multiple subsidiaries and multiple currency. It's capabilities here and the knowledge fo the Product Manager are encouraging. Seems straightforward, conceptually.
Senior Netsuite Admin / Analyst / Developer
Q2ebankingFinancial Services, 501-1000 employees
Feature Rating Comparison
BI Standard Reporting
Adaptive Insights
9.3
BlackLine
—
Pixel Perfect reports
Adaptive Insights
9.0
BlackLine
—
Customizable dashboards
Adaptive Insights
10.0
BlackLine
—
Report Formatting Templates
Adaptive Insights
9.0
BlackLine
—
Ad-hoc Reporting
Adaptive Insights
8.0
BlackLine
—
Drill-down analysis
Adaptive Insights
9.0
BlackLine
—
Formatting capabilities
Adaptive Insights
7.0
BlackLine
—
Integration with R or other statistical packages
Adaptive Insights
8.0
BlackLine
—
Report sharing and collaboration
Adaptive Insights
8.0
BlackLine
—
Report Output and Scheduling
Adaptive Insights
8.0
BlackLine
—
Publish to PDF
Adaptive Insights
8.0
BlackLine
—
Report Versioning
Adaptive Insights
8.0
BlackLine
—
Report Delivery Scheduling
Adaptive Insights
8.0
BlackLine
—
Data Discovery and Visualization
Adaptive Insights
7.7
BlackLine
—
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
BlackLine
—
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
BlackLine
—
Predictive Analytics
Adaptive Insights
8.0
BlackLine
—
Access Control and Security
Adaptive Insights
9.0
BlackLine
—
Multi-User Support (named login)
Adaptive Insights
9.0
BlackLine
—
Role-Based Security Model
Adaptive Insights
9.0
BlackLine
—
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
BlackLine
—
Mobile Capabilities
Adaptive Insights
8.5
BlackLine
—
Responsive Design for Web Access
Adaptive Insights
8.0
BlackLine
—
Dedicated iOS Application
Adaptive Insights
8.0
BlackLine
—
Dedicated Android Application
Adaptive Insights
8.0
BlackLine
—
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
BlackLine
—
Budgeting, Planning, and Forecasting
Adaptive Insights
8.6
BlackLine
—
Long-term financial planning
Adaptive Insights
8.9
BlackLine
—
Financial budgeting
Adaptive Insights
8.8
BlackLine
—
Forecasting
Adaptive Insights
9.1
BlackLine
—
Scenario modeling
Adaptive Insights
8.2
BlackLine
—
Management reporting
Adaptive Insights
8.1
BlackLine
—
Consolidation and Close
Adaptive Insights
7.5
BlackLine
—
Financial data consolidation
Adaptive Insights
7.9
BlackLine
—
Journal entries and reports
Adaptive Insights
5.6
BlackLine
—
Multi-currency management
Adaptive Insights
7.6
BlackLine
—
Intercompany Eliminations
Adaptive Insights
7.6
BlackLine
—
Minority Ownership
Adaptive Insights
7.1
BlackLine
—
Local and consolidated reporting
Adaptive Insights
8.3
BlackLine
—
Detailed Audit Trails
Adaptive Insights
8.5
BlackLine
—
FInancial Reporting and Compliance
Adaptive Insights
8.2
BlackLine
—
Financial Statement Reporting
Adaptive Insights
9.0
BlackLine
—
Management Reporting
Adaptive Insights
8.5
BlackLine
—
Excel-based Reporting
Adaptive Insights
8.4
BlackLine
—
Automated board and financial reporting
Adaptive Insights
8.4
BlackLine
—
XBRL support for regulatory filing
Adaptive Insights
7.0
BlackLine
—
Analytics
Adaptive Insights
7.6
BlackLine
—
Personalized dashboards
Adaptive Insights
7.3
BlackLine
—
Color-coded scorecards
Adaptive Insights
6.8
BlackLine
—
KPIs
Adaptive Insights
7.9
BlackLine
—
Cost and profitability analysis
Adaptive Insights
8.0
BlackLine
—
Key Performance Indicator setting
Adaptive Insights
8.0
BlackLine
—
Benchmarking with external data
Adaptive Insights
7.3
BlackLine
—
Integration
Adaptive Insights
8.5
BlackLine
—
Flat file integration
Adaptive Insights
8.3
BlackLine
—
Excel data integration
Adaptive Insights
8.7
BlackLine
—
Direct links to 3rd-party data sources
Adaptive Insights
8.7
BlackLine
—
Pros
- Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
- Its features provide for good planning, budgeting, and forecasting.
- The ability to create customized reports is a very nice touch - we are able to share this across our organization.
Administrative Specialist
California School Employees AssociationPolitical Organization, 201-500 employees
- Adaptable software for your ever-changing organization.
- Easy to use interface.
- Quick and easy to setup -- to go from zero to one.
- Evolving product offering with attentive product management team.
- Industry leader, thus it's likely your team members have already leveraged it previously.

Verified User
Manager in Marketing
Information Services Company, 10,001+ employeesCons
- Users need more visibility for external reporting. If this already exists, then I would suggest more training or webcasts that cover this topic.
- On the sales side of things, I would suggest ensuring that your NEW users are aware of the amount of training involved in learning to be an ADMIN for Adaptive Insights. Users need to be able to move beyond the implementation to active use. Yes, Adaptive makes things easy, but only if you know how to write the formulas and set things up correctly to run in the background. Hands-on training is a must! Our implementation was 3 years ago, though, so maybe things have improved somewhat since then.
- More problem/solution-specific forums for users to interact with each other and find new and better ways of handling unique issues. Since Adaptive is so flexible, it often takes bouncing ideas off others to figure out the best way to plan for certain types of revenue or expenses.
Financial Analyst
Digital Reasoning Systems, Inc.Computer Software, 51-200 employees
- Flexibility to upgrade custom modules without having to resort to technical support
- Familiarity by the Technical Support team with the customer's configurations so that cases are resolved more timely
- More regional meetings for users to exchange experiences
BlackLine System Administrator
Baker Hughes, a GE companyOil & Energy, 10,001+ employees
Likelihood to Renew
Adaptive Insights8.6
Based on 32 answers
Intuitive and Easy to MaintainThe Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements. Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
CEO
ABM SystemsManagement Consulting, 11-50 employees
No score
No answers yet
No answers on this topic
Usability
Adaptive Insights7.6
Based on 75 answers
Fairly easy to get trained on the system and how to build models. Within 3 days of hands-on training, we build out robust capacity models on our own. Reports and dashboards are drag and drop to create.
Manager, Financial Planning & Analysis
Intelex Technologies Inc.Computer Software, 201-500 employees
No score
No answers yet
No answers on this topic
Reliability and Availability
Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Financial Analyst
NorthStar Financial Services Group, LLCFinancial Services, 201-500 employees
No score
No answers yet
No answers on this topic
Performance
Adaptive Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Financial Analyst
NorthStar Financial Services Group, LLCFinancial Services, 201-500 employees
No score
No answers yet
No answers on this topic
Support
Adaptive Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Financial Analyst
NorthStar Financial Services Group, LLCFinancial Services, 201-500 employees
BlackLine5.0
Based on 1 answer
They're responsive, kind and patient, but communication skills and basic business acumen lack.
Senior Netsuite Admin / Analyst / Developer
Q2ebankingFinancial Services, 501-1000 employees
Online Training
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
Financial Analyst
NorthStar Financial Services Group, LLCFinancial Services, 201-500 employees
No score
No answers yet
No answers on this topic
Implementation
Adaptive Insights8.2
Based on 13 answers
Implementation was very easy and fast. The ability to
customize Levels and Dimensions to match our Organization’s structure and
accounting practices is great. Our organization is continually changing and
adaptive has the ability to be changed without issue.
Business Operations & Finance Analyst
NCR CorporationInformation Technology and Services, 10,001+ employees
No score
No answers yet
No answers on this topic
Alternatives Considered
We previously only used Excel for budgeting and reporting. We now use Adaptive for all budgeting and use an add-on product called Office Connect to build reports that automate our data each month. We find the Office Connect reporting a little more user-friendly than the in-house reporting feature.
Financial Analyst
Digital Reasoning Systems, Inc.Computer Software, 51-200 employees
Blackline is a more automated solution than Oracle.

Verified User
Manager in Finance and Accounting
Information Services Company, 10,001+ employeesScalability
Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
F&A Department Manager
Yamaha Motor Manufacturing CompanyConsumer Goods, 1001-5000 employees
No score
No answers yet
No answers on this topic
Return on Investment
- Once Adaptive was deployed we shorten our budget input cycle from about 1 month to 1 week for user inputs. Allowing more time to do meaningful analysis
- With the use of office connect for BoD package reporting, I am able to quickly update a BoD deck. It usually takes about 30 minutes to an hour to change the settings in my standard reports and once this is done, if I make a change to the data in Adaptive, I can update the base reports and my PowerPoint slides are updated in a matter of seconds to minutes.
- I estimated we save 1 to 2 FPA headcount because of Adaptive.
- I have a 3 Year license agreement with Adaptive and because of this we receive multi year discounts.
SR Director, FP&A
SEMINon-Profit Organization Management, 51-200 employees
- Reduced time to reconcile accounts
- Streamline reconciliations process

Verified User
Manager in Finance and Accounting
Information Services Company, 10,001+ employeesScreenshots
BlackLine—
Pricing Details
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
—More Information
Adaptive Insights More Information
BlackLine
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No