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Top Rated
220 Ratings
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Top Rated
412 Ratings

Adaptive Insights, a Workday company

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Top Rated
220 Ratings
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Score 8.6 out of 101

Concur Travel and Expense

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Top Rated
412 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.2 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

Concur Travel and Expense

This is well-suited for a large organization with multiple departments, no question. Any organization with a layered approval process, and especially those in which a number of employees are traveling regularly, could benefit from Concur Travel and Expense. It doesn't seem like it would be as necessary for organizations of 50 employees or less.
Andy Fuller profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Concur Travel and Expense
Publish to PDF
Adaptive Insights, a Workday company
8.0
Concur Travel and Expense
Report Versioning
Adaptive Insights, a Workday company
8.0
Concur Travel and Expense
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Concur Travel and Expense

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.2
Concur Travel and Expense
Long-term financial planning
Adaptive Insights, a Workday company
8.3
Concur Travel and Expense
Financial budgeting
Adaptive Insights, a Workday company
8.7
Concur Travel and Expense
Forecasting
Adaptive Insights, a Workday company
8.9
Concur Travel and Expense
Scenario modeling
Adaptive Insights, a Workday company
6.8
Concur Travel and Expense
Management reporting
Adaptive Insights, a Workday company
8.4
Concur Travel and Expense

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Concur Travel and Expense
Financial data consolidation
Adaptive Insights, a Workday company
8.0
Concur Travel and Expense
Journal entries and reports
Adaptive Insights, a Workday company
5.9
Concur Travel and Expense
Multi-currency management
Adaptive Insights, a Workday company
7.2
Concur Travel and Expense
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Concur Travel and Expense
Minority Ownership
Adaptive Insights, a Workday company
7.2
Concur Travel and Expense
Local and consolidated reporting
Adaptive Insights, a Workday company
8.1
Concur Travel and Expense
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Concur Travel and Expense

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.7
Concur Travel and Expense
Financial Statement Reporting
Adaptive Insights, a Workday company
8.8
Concur Travel and Expense
Management Reporting
Adaptive Insights, a Workday company
8.5
Concur Travel and Expense
Excel-based Reporting
Adaptive Insights, a Workday company
7.0
Concur Travel and Expense
Automated board and financial reporting
Adaptive Insights, a Workday company
7.5
Concur Travel and Expense
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.5
Concur Travel and Expense

Analytics

Adaptive Insights, a Workday company
7.2
Concur Travel and Expense
Personalized dashboards
Adaptive Insights, a Workday company
7.5
Concur Travel and Expense
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Concur Travel and Expense
KPIs
Adaptive Insights, a Workday company
7.3
Concur Travel and Expense
Cost and profitability analysis
Adaptive Insights, a Workday company
8.2
Concur Travel and Expense
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.1
Concur Travel and Expense
Benchmarking with external data
Adaptive Insights, a Workday company
5.9
Concur Travel and Expense

Integration

Adaptive Insights, a Workday company
8.1
Concur Travel and Expense
Flat file integration
Adaptive Insights, a Workday company
7.9
Concur Travel and Expense
Excel data integration
Adaptive Insights, a Workday company
8.1
Concur Travel and Expense
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.2
Concur Travel and Expense

Pros

Adaptive Insights, a Workday company

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo

Concur Travel and Expense

  • 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

Adaptive Insights, a Workday company

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak profile photo

Concur Travel and Expense

  • Concur Travel and Expense is by far the worst expense reporting application I have used in 30 years. It is a nightmare of 1980s mainframe thinking build by people who have no clue what usability and simplicity mean.
  • It literally takes hours to book a trip using Concur, hours of lost employee productivity that the company has no idea they are losing. It is so bad, that I have to used a free web app to find the appropriate travel itinerary (Kayak, Skyscanner, Booking, etc.) and then fight to get that proper schedule into Concur.
  • I have used a wide variety of travel reservation software apps and expense reporting apps at many Fortune 100 companies since 1985. It is amazing how horrible the design of Concur's user interface is -- I don't think most average programmers could make something this bad if they tried.
No photo available

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.8
Based on 33 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald profile photo

Concur Travel and Expense

Concur Travel and Expense 10.0
Based on 14 answers
Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business
Ashley Salustri profile photo

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.3
Based on 77 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 Expense

Concur Travel and Expense 9.0
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 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

Concur Travel and Expense

Concur Travel and Expense 7.3
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 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

Concur Travel and Expense

Concur Travel and Expense 8.0
Based on 1 answer
No general complaints here, though it's not a data intensive area.
Evan Trimble profile photo

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.6
Based on 12 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 Expense

Concur Travel and Expense 10.0
Based on 6 answers
If I were being asked to rate each section of support, different department would get different ratings. My Service Administrator is the best - always fairly quick to respond to my cases and for pressing matters I can contact him directly. It is my understanding that some of the User Support Desk employees do not have the level of knowledge needed for some the calls and questions they receive. Clients look forward to improvements in this area by Concur.
Carol Monk, CPP profile photo

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 answers
Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.
Lenny Wu, MBA, MA, CPA, CGA profile photo

Concur Travel and Expense

Concur Travel and Expense 8.0
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 Insights, a Workday company

Adaptive Insights, a Workday company 8.5
Based on 14 answers
Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner
Lee Hawthorn profile photo

Concur Travel and Expense

Concur Travel and Expense 7.9
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

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

Concur Travel and Expense

Expensify was the legacy system I first used prior to Concur. While I am big cheerleader for the price and usefulness it had for my company in its early stages, there was a definite point in which we outgrew Expensify and its limited flexibility to grow. Concur does a pretty good job of linking existing systems and making a nice "ecosystem" between all of your existing systems. My example is we could sync with Quickbooks for expense report recording in our General Ledger but at the same time we can create a importable file that can feeds into ADP payroll, eliminating the need to do any hand jobbing of reports during your payroll cycles. Most companies do not have a integrated travel system and in both of my companies we had to use a corporate travel agency that is very pricey. The use of the Travel module in Concur has lowered the fees we use to pay to the travel agency which offset some of the cost of Concur in general.
Craig Blankenship profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Some aspects of the application are very scalable (formulae, metadata changes, adding/changing users, etc.) while others are less so (dashboards, data integration etc.)
Bob Katz, CMA, CFM, CFP® profile photo

Concur Travel and Expense

Concur Travel and Expense 7.0
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

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

Concur Travel and Expense

  • It has led to a standardization of how we procure airline, car rentals and hotels.
  • Each user spends 50% less time to do expense report
  • We have reduced the amount of administrative tasks in finance from consuming 2 to 1 person.
  • Mobile has made a big difference
No photo available

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

* per seat, per installation

Concur Travel and Expense

General

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

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