What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
19 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
19 Ratings
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Score 7.9 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

It is well suited for mid-size companies to have a budgeting, forecasting, and reporting platform. The system needs data and someone to maintain it so it would not be well suited for a small company or one without a dedicated finance team.
Brian Kyslinger profile photo

Coupa

Our main goals were to drive value by focusing on adoption by all, increased visibility in spend, and compliance. Coupa is very easy to use and does not feel like an ERP. Our end users like the easy to use, intuitive interface. A side benefit that we have experienced is that we were able to get rid of a shadow system that our IT department was using to track spending. They are able to use Coupa to track committed and actual spend and reconcile it their budgets and forecasts.
JR Miller profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Coupa
Pixel Perfect reports
Adaptive Insights
9.0
Coupa
Customizable dashboards
Adaptive Insights
10.0
Coupa
Report Formatting Templates
Adaptive Insights
9.0
Coupa

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Coupa
Publish to PDF
Adaptive Insights
8.0
Coupa
Report Versioning
Adaptive Insights
8.0
Coupa
Report Delivery Scheduling
Adaptive Insights
8.0
Coupa

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

Adaptive Insights
8.3
Coupa
Financial Statement Reporting
Adaptive Insights
9.0
Coupa
Management Reporting
Adaptive Insights
8.6
Coupa
Excel-based Reporting
Adaptive Insights
8.4
Coupa
Automated board and financial reporting
Adaptive Insights
8.5
Coupa
XBRL support for regulatory filing
Adaptive Insights
7.0
Coupa

Analytics

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

Integration

Adaptive Insights
8.6
Coupa
Flat file integration
Adaptive Insights
8.3
Coupa
Excel data integration
Adaptive Insights
8.7
Coupa
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Coupa

Pros

  • 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
  • Coupa's user interface is easy to navigate
  • The ability to search for transactions by multiple data points is key for use tax review
No photo available

Cons

  • The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
  • I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
  • The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
Jessalyn Ka profile photo
  • The expense reporting feature could be improved, specifically relating to itemizing portions of expenses.
  • The ability to batch download invoices would be great
No photo available

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Kevin Bradshaw 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
It's never been out of action when we've needed to use it.
Lee Hawthorn 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 questions are always answered quickly.
Andrew Rosenberg 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
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® 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

To be honest - Host Analytics seemed relatively similar to Adaptive. However, Adaptive was our number one choice because:- The Adaptive suite looked a lot better. It seemed smarter and "sharper" and the data visualisation was better.- The people from Adaptive throughout the selection process were more helpful and insightful. This was confirmed throughout the implementation where we had really excellent service and help from Adaptive.
Andy Clifton profile photo
I briefly used Procurify and its UI is far more intuitive and its reporting capabilities are far more robust.
Tolulope Lawal 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

  • Cycle time for processing financial statements, budgets, and forecasts are greatly reduced.
  • Visibility of company metrics and drivers has been increased across the company.
  • The ease and ability to quickly create multiple forecasts using different scenarios is now available.
Jack Kersjes profile photo
  • Not specifically tied to ROI but brings down hours burned between departments on chasing down purchase orders.
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

Coupa

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

Coupa More Information