What users are saying about
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Top Rated
214 Ratings
1 Ratings

Adaptive Insights, a Workday company

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Top Rated
214 Ratings
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Score 8.6 out of 101
1 Ratings
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Score 7 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

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

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
Clearbooks
Long-term financial planning
Adaptive Insights, a Workday company
8.8
Clearbooks
Financial budgeting
Adaptive Insights, a Workday company
8.7
Clearbooks
Forecasting
Adaptive Insights, a Workday company
9.0
Clearbooks
Scenario modeling
Adaptive Insights, a Workday company
8.0
Clearbooks
Management reporting
Adaptive Insights, a Workday company
8.0
Clearbooks

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Clearbooks
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Clearbooks
Journal entries and reports
Adaptive Insights, a Workday company
5.7
Clearbooks
Multi-currency management
Adaptive Insights, a Workday company
7.4
Clearbooks
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Clearbooks
Minority Ownership
Adaptive Insights, a Workday company
6.9
Clearbooks
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Clearbooks
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Clearbooks

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
Clearbooks
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Clearbooks
Management Reporting
Adaptive Insights, a Workday company
8.4
Clearbooks
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
Clearbooks
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
Clearbooks
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
Clearbooks

Analytics

Adaptive Insights, a Workday company
7.5
Clearbooks
Personalized dashboards
Adaptive Insights, a Workday company
7.3
Clearbooks
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
Clearbooks
KPIs
Adaptive Insights, a Workday company
7.8
Clearbooks
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
Clearbooks
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
Clearbooks
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
Clearbooks

Integration

Adaptive Insights, a Workday company
8.4
Clearbooks
Flat file integration
Adaptive Insights, a Workday company
8.1
Clearbooks
Excel data integration
Adaptive Insights, a Workday company
8.6
Clearbooks
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
Clearbooks

General Ledger and Configurable Accounting

Adaptive Insights, a Workday company
Clearbooks
5.0
Accounts payable
Adaptive Insights, a Workday company
Clearbooks
5.0
Accounts receivable
Adaptive Insights, a Workday company
Clearbooks
5.0
Cash management
Adaptive Insights, a Workday company
Clearbooks
5.0
Bank reconciliation
Adaptive Insights, a Workday company
Clearbooks
5.0
Expense management
Adaptive Insights, a Workday company
Clearbooks
5.0
Fixed asset management
Adaptive Insights, a Workday company
Clearbooks
5.0

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 profile photo

Clearbooks

  • 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

Adaptive Insights, a Workday company

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo

Clearbooks

  • 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 Insights, a Workday company

Adaptive Insights, a Workday company 8.6
Based on 32 answers
We have renewed this a number of times. It fits our business model and it is now an integral part of our organization.
Harry Vasels profile photo

Clearbooks

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
Adaptive Insights is incredibly easy to use! OfficeConnect makes creating and updating financial reports a breeze!
Denise Lewis profile photo

Clearbooks

No score
No answers yet
No answers on this topic

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

Clearbooks

No score
No answers yet
No answers on this topic

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

Clearbooks

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
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

Clearbooks

No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
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

Clearbooks

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 13 answers
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke profile photo

Clearbooks

No score
No answers yet
No answers on this topic

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

Clearbooks

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

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

Clearbooks

No score
No answers yet
No answers on this topic

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

Clearbooks

  • 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, a Workday company

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

Clearbooks

General

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

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