What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Clearbooks

1 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Clearbooks

1 Ratings
Score 7 out of 101

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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).
Mark McConkie profile photo

Clearbooks

Larger companies, multi-currency. Clearbooks is in a competitive environment with Xero, SageOne, FreeAgent, Intuit etc., etc.
Peter Cowley profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Clearbooks
Long-term financial planning
Adaptive Insights
8.9
Clearbooks
Financial budgeting
Adaptive Insights
8.9
Clearbooks
Forecasting
Adaptive Insights
9.1
Clearbooks
Scenario modeling
Adaptive Insights
8.3
Clearbooks
Management reporting
Adaptive Insights
8.2
Clearbooks

Consolidation and Close

Adaptive Insights
7.5
Clearbooks
Financial data consolidation
Adaptive Insights
7.9
Clearbooks
Journal entries and reports
Adaptive Insights
5.5
Clearbooks
Multi-currency management
Adaptive Insights
7.7
Clearbooks
Intercompany Eliminations
Adaptive Insights
7.5
Clearbooks
Minority Ownership
Adaptive Insights
7.0
Clearbooks
Local and consolidated reporting
Adaptive Insights
8.3
Clearbooks
Detailed Audit Trails
Adaptive Insights
8.6
Clearbooks

FInancial Reporting and Compliance

Adaptive Insights
8.3
Clearbooks
Financial Statement Reporting
Adaptive Insights
9.0
Clearbooks
Management Reporting
Adaptive Insights
8.6
Clearbooks
Excel-based Reporting
Adaptive Insights
8.5
Clearbooks
Automated board and financial reporting
Adaptive Insights
8.5
Clearbooks
XBRL support for regulatory filing
Adaptive Insights
6.9
Clearbooks

Analytics

Adaptive Insights
7.6
Clearbooks
Personalized dashboards
Adaptive Insights
7.3
Clearbooks
Color-coded scorecards
Adaptive Insights
6.8
Clearbooks
KPIs
Adaptive Insights
8.0
Clearbooks
Cost and profitability analysis
Adaptive Insights
8.1
Clearbooks
Key Performance Indicator setting
Adaptive Insights
8.1
Clearbooks
Benchmarking with external data
Adaptive Insights
7.3
Clearbooks

Integration

Adaptive Insights
8.6
Clearbooks
Flat file integration
Adaptive Insights
8.4
Clearbooks
Excel data integration
Adaptive Insights
8.8
Clearbooks
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Clearbooks

General Ledger and Configurable Accounting

Adaptive Insights
Clearbooks
5.0
Accounts payable
Adaptive Insights
Clearbooks
5.0
Accounts receivable
Adaptive Insights
Clearbooks
5.0
Cash management
Adaptive Insights
Clearbooks
5.0
Bank reconciliation
Adaptive Insights
Clearbooks
5.0
Expense management
Adaptive Insights
Clearbooks
5.0
Fixed asset management
Adaptive Insights
Clearbooks
5.0

Pros

  • Adaptive Insights has so many good resources and easy filtering capabilities with active searching. When you go to a section of Adaptive Insights, you will see filters at the top of the page. As you change them, the contents of the page change to suit what you're looking for. This makes it easy to find the resources you need!
  • As previously mentioned, the FP&A Glossary is a great feature due to its concise definition of many common terms in FP&A.
  • I have not had much experience with the eBooks section of Adaptive Insights, but there are is a wide variety of topics to explore, such as rolling forecasts, and best practices for controllers.
Samantha Monastra profile photo
  • SaaS, so accessible by anyone, anywhere in the world via a browser
  • Clear and straight forward navigation
  • Good choice of management reports
Peter Cowley profile photo

Cons

  • On the Infographics page, I would love to see a thumbnail of the infographic before clicking on it. In general, I love that when you hover over a box, you get a more detailed description, but I would also love the ability to hover and then click to see a thumbnail before opening the full page.
  • Similarly, I think the Videos page should have the length of each video somewhere on the squares. This would help people judge how much time they would need to watch each one all the way through, and be able to make an informed decision about how many they could watch in between meetings.
  • There is no free text search bar.
Samantha Monastra profile photo
  • Like any SaaS product, Clearbooks is continuously evolving and being improved
  • Some of the reports still need some work
Peter Cowley profile photo

Likelihood to Renew

Adaptive Insights8.5
Based on 32 answers
There is nothing else out there that even comes close. I think of what the perfect solution is for planning, consolidations, reporting and analysis and Adaptive is already there. Nobody else is even in the same ball park. The support staff is the greatest. They respond very rapidly with the same level of concern that we as customers show
Robert Scrimshaw profile photo
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 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
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We have not experienced issues when we are accessing the system.
Gary Sabulski profile photo
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
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Support

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
No score
No answers yet
No answers on this topic

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
Andrew Rosenberg profile photo
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.

Rose Sipin profile photo
No score
No answers yet
No answers on this topic

Breadth of Deployment

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
No answers on this topic

Alternatives Considered

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
Clearbooks was chosen 5 years ago as our accountant recommended it. There is an element of inertia in moving accounts packages.
Peter Cowley profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
This is one of the best features as personnel in different areas at different sites can work together on the budget, forecast or "what-if" models.
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Data Integration

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
No score
No answers yet
No answers on this topic

Scalability

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
No score
No answers yet
No answers on this topic

Return on Investment

  • 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
  • I am not sure that ROI is an appropriate measure for an accounts package. The cost is around £250/year, which is a tiny fraction of the cost of a bookkeeper/finance controller/finance director/CFO.
Peter Cowley profile photo

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

Adaptive Insights More Information

Clearbooks

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

Clearbooks More Information