What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
2 Ratings

Adaptive Insights

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

Float

Float is great for a startup/small (< 20 employee companies) that have limited resources for keeping an eye on cash flow. Yes, you could hire a contractor CFO, but it would simply be less expensive to use Float and educate yourself a bit about cash flow. For larger companies I feel like you would have a dedicated financial controller or CFO that may already have tools they are familiar with, but this service might also still be useful.
No photo available

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Reporting & Analytics

Adaptive Insights
Float
8.0
Standard reports
Adaptive Insights
Float
8.0

General Ledger and Configurable Accounting

Adaptive Insights
Float
9.0
Accounts payable
Adaptive Insights
Float
9.0
Accounts receivable
Adaptive Insights
Float
9.0
Cash management
Adaptive Insights
Float
9.0

Pros

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak profile photo
  • Cash flow management.
  • Forecasting out how much you can spend.
  • Quickbooks integration.
No photo available

Cons

  • 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
  • Quickbooks integration could be improved to automatically include recurring transactions.
  • Pricing is a little steep for smaller businesses.
No photo available

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We're very happy with the service. We've reached our projects goals. The product is being continually improved.
Lee Hawthorn profile photo
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg 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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski 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

Adaptive blows away Hyperion from an ease of use, functionality and performance standpoint. The reason we selected Adaptive initially was the flexibility of the tool (sheets), going from manual forecasts to a web based tool and being able to build assumptions into our budget and forecasting processes. Also, the cost of Adaptive licenses provided significant savings when compared to the annual fees that we paid Oracle for use and support of their system.
Gary Grzesiak profile photo
No answers on this topic

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
  • We've had a positive ROI since we're able to take bigger risks now that we understand how much cash will be in our account on what day.
  • We are able to make adjustments to our contractors and services to grow our business faster.
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
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

Float

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Float Editions & Modules
Float
Edition
Small
$29
Medium
$59
Large
$119
Additional Pricing Details
Annual billing available at a discount

Float More Information