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
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Score 8.6 out of 101
362 Ratings
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Score 8.1 out of 101

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Likelihood to Recommend

Adaptive Insights

We are a medium-sized holding company, and Adaptive Insights has worked tremendously well for us! We do not currently use it to consolidate our business units, but we plan on exploring that soon. If you find yourself spending numerous hours creating financial statements and budgeting in Excel, then Adaptive Insights may be for you! It saves us an exponential amount of time in variance analysis, refreshing financial statements, and budgeting.
Denise Lewis profile photo

Concur Travel and Expense

The audit log is one the important features that we looked for in travel/purchase request system. However, if you're a smaller company and doesn't need this audit history for financial audit, you can do fine with a less expensive travel and expense software.
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Concur Travel and Expense
Pixel Perfect reports
Adaptive Insights
9.0
Concur Travel and Expense
Customizable dashboards
Adaptive Insights
10.0
Concur Travel and Expense
Report Formatting Templates
Adaptive Insights
9.0
Concur Travel and Expense

Ad-hoc Reporting

Adaptive Insights
8.0
Concur Travel and Expense
Drill-down analysis
Adaptive Insights
9.0
Concur Travel and Expense
Formatting capabilities
Adaptive Insights
7.0
Concur Travel and Expense
Integration with R or other statistical packages
Adaptive Insights
8.0
Concur Travel and Expense
Report sharing and collaboration
Adaptive Insights
8.0
Concur Travel and Expense

Report Output and Scheduling

Adaptive Insights
8.0
Concur Travel and Expense
Publish to PDF
Adaptive Insights
8.0
Concur Travel and Expense
Report Versioning
Adaptive Insights
8.0
Concur Travel and Expense
Report Delivery Scheduling
Adaptive Insights
8.0
Concur Travel and Expense

Data Discovery and Visualization

Adaptive Insights
7.7
Concur Travel and Expense
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Concur Travel and Expense
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Concur Travel and Expense
Predictive Analytics
Adaptive Insights
8.0
Concur Travel and Expense

Access Control and Security

Adaptive Insights
9.0
Concur Travel and Expense
Multi-User Support (named login)
Adaptive Insights
9.0
Concur Travel and Expense
Role-Based Security Model
Adaptive Insights
9.0
Concur Travel and Expense
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Concur Travel and Expense

Mobile Capabilities

Adaptive Insights
8.5
Concur Travel and Expense
Responsive Design for Web Access
Adaptive Insights
8.0
Concur Travel and Expense
Dedicated iOS Application
Adaptive Insights
8.0
Concur Travel and Expense
Dedicated Android Application
Adaptive Insights
8.0
Concur Travel and Expense
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Concur Travel and Expense

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Concur Travel and Expense
Long-term financial planning
Adaptive Insights
8.9
Concur Travel and Expense
Financial budgeting
Adaptive Insights
8.8
Concur Travel and Expense
Forecasting
Adaptive Insights
9.1
Concur Travel and Expense
Scenario modeling
Adaptive Insights
8.2
Concur Travel and Expense
Management reporting
Adaptive Insights
8.1
Concur Travel and Expense

Consolidation and Close

Adaptive Insights
7.5
Concur Travel and Expense
Financial data consolidation
Adaptive Insights
7.9
Concur Travel and Expense
Journal entries and reports
Adaptive Insights
5.6
Concur Travel and Expense
Multi-currency management
Adaptive Insights
7.6
Concur Travel and Expense
Intercompany Eliminations
Adaptive Insights
7.6
Concur Travel and Expense
Minority Ownership
Adaptive Insights
7.1
Concur Travel and Expense
Local and consolidated reporting
Adaptive Insights
8.3
Concur Travel and Expense
Detailed Audit Trails
Adaptive Insights
8.5
Concur Travel and Expense

FInancial Reporting and Compliance

Adaptive Insights
8.3
Concur Travel and Expense
Financial Statement Reporting
Adaptive Insights
9.0
Concur Travel and Expense
Management Reporting
Adaptive Insights
8.5
Concur Travel and Expense
Excel-based Reporting
Adaptive Insights
8.4
Concur Travel and Expense
Automated board and financial reporting
Adaptive Insights
8.4
Concur Travel and Expense
XBRL support for regulatory filing
Adaptive Insights
7.0
Concur Travel and Expense

Analytics

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

Integration

Adaptive Insights
8.5
Concur Travel and Expense
Flat file integration
Adaptive Insights
8.3
Concur Travel and Expense
Excel data integration
Adaptive Insights
8.7
Concur Travel and Expense
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Concur Travel and Expense

Pros

  • Financial Reporting - Building financial statements in OfficeConnect is a breeze! They are quick and easy to update on a monthly basis! The HTML reporting within Adaptive Insights is also particularly useful for department and adhoc reports!
  • Budgeting/Forecasting - Being able to budget/forecast within Adaptive Insights has significantly cut down on the time it takes to budget by utilizing formulas and assumptions within the model! We reforecast quarterly, and with Adaptive Insights, it's painless when compared to the Excel forecasting we did previously.
  • Cash Flow Statement - Creating this for the annual audit was painful before Adaptive Insights! Now, it's a simple export from Adaptive Insights.
  • Dashboards - The dashboards that can be created are endless and provide valuable insight for our executives in real-time!
Denise Lewis profile photo
  • You can implement a lot of controls for travel/expense reimbursement (setting reimbursement limits, setting limits for flagging review, you can set a 2-person approval if the expense reaches a certain limit)
  • There is an audit log for every action (great doing financial audits)
  • You can easily track the status of each expense report along with e-mail notifications on the status of each report.
No photo available

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
  • While Travel Request is a good idea and Concur mobile is fantastic, the two are not working together yet. If your company requires the use of Request, it cannot be generated when booking travel in the Concur app, therefore our employees have actually had to step backwards since we implemented Request. They can no longer book airfare from the app, only from the website as that's where a Request is generated from.
  • Sales to Implementation has some major room of improvement. Unfortunately you often don't know what you truly need until you're into implementation and by then it's too late as you've already signed a contract. So be as specific as possible when asking questions, even if you think it's something minor...it may turn into something major that costs extra.
Carol Monk, CPP profile photo

Likelihood to Renew

Adaptive Insights8.6
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
Concur Travel and Expense8.5
Based on 13 answers
Ten. They are the second largest pure SaaS based company in the world. They are second only to SFDC. There is no way I would consider changing. I have used Concur in my last three jobs and until others are able to develop a better travel management tool that is built into their expense management with all the other features in mobile, the choice will be easy. There is a reason for companies that reside in the magical upper right corner. Concur is squarely in that company. The management of Concur with partial ownership by Amex has proven to create a compelling product that few of the rivals can come close to. While others may rival the feature set or an individual module, collectively in any product comparison matrix, I see no one that can handle the customization, features and strength of the company as Concur can. Others are only competing on price. This is a great product.
Sean Warren profile photo

Usability

Adaptive Insights7.6
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
Concur Travel and Expense9.0
Based on 6 answers
ITs not ERP software. It's T/E software. I believe that the thing to point out here is this: The software is supposed to be simple and easy. The software is going to be used by every person in the company. It has to be easy for adoption to remain high. Concur does this. I think that the competitors do this as well but with out all of the functionality that Concur offers
Sean Warren profile photo

Reliability and Availability

Adaptive Insights9.1
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
Concur Travel and Expense7.3
Based on 4 answers
In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall.
We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption.

While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.
Carol Monk, CPP profile photo

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
Concur Travel and Expense8.0
Based on 1 answer
No general complaints here, though it's not a data intensive area.
Evan Trimble profile photo

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
Concur Travel and Expense9.0
Based on 5 answers
Easy to access from homepage to support

Users can submit tickets.

We have never had an issue
No photo available

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
Concur Travel and Expense8.0
Based on 1 answer
It's live (you can ask questions), it's free, it's good. What's not to like. Only reason it's not getting a "10" is breadth and depth, more would be better.
Evan Trimble profile photo

Implementation

Adaptive Insights8.2
Based on 13 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo
Concur Travel and Expense7.9
Based on 5 answers
There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area.A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.
Carol Monk, CPP profile photo

Alternatives Considered

Other than Excel, we did not look at other systems. Key for us was also a bridge or link to our current ERP system, Intacct. I also researched retention of customers with Adaptive. I could not find any vendors who left Adaptive. Strong retention.
Bryan Schmidt profile photo
I have always used Concur. I used it in another job that I had and it was one of the first questions that came up when I interviewed for this position... are you familiar with Concur
No photo available

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
Concur Travel and Expense7.0
Based on 1 answer
Uptime has been generally excellent, with the glaring exception of 3 weeks (yes, weeks) during 2014 in which Concur had repeated site-wide service disruptions affecting all users.
Evan Trimble profile photo

Return on Investment

  • The most positive impact has been on time. While it took some time to get things set up correctly, once we did, we were able to report results very quickly.
  • The budgeting process has gone much more quickly.
  • What-if scenarios are a little trickier. There are multiple ways you can do it. We have chosen to use assumptions for percentages and then copy the original version to a "what-if" version and change the assumption it is pointing to. However, this is a bit clunky.
  • Month-end reporting is getting faster and faster the more we automate through Adaptive.
Amy Kee, CPA profile photo
  • Timely submission
  • Internal accuracy
  • Personal mileage is very important
No photo available

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

Concur Travel and Expense

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

Concur Travel and Expense More Information