What users are saying about

Adaptive Insights

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Top Rated
206 Ratings

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
206 Ratings
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Score 8.6 out of 101
18 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 6.6 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

GoDaddy Bookkeeping

Perfect for US market but not transferable to UK market, needs some upgrades for this. Even when set up with a UK address it won't allow changes in tax year end, presuming that tax year starts Jan - Dec. Also shows dollars instead of pounds even though figures were correct with solution.
No photo available

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
GoDaddy Bookkeeping
Publish to PDF
Adaptive Insights
8.0
GoDaddy Bookkeeping
Report Versioning
Adaptive Insights
8.0
GoDaddy Bookkeeping
Report Delivery Scheduling
Adaptive Insights
8.0
GoDaddy Bookkeeping

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

Adaptive Insights
8.2
GoDaddy Bookkeeping
Financial Statement Reporting
Adaptive Insights
9.0
GoDaddy Bookkeeping
Management Reporting
Adaptive Insights
8.5
GoDaddy Bookkeeping
Excel-based Reporting
Adaptive Insights
8.4
GoDaddy Bookkeeping
Automated board and financial reporting
Adaptive Insights
8.4
GoDaddy Bookkeeping
XBRL support for regulatory filing
Adaptive Insights
7.0
GoDaddy Bookkeeping

Analytics

Adaptive Insights
7.5
GoDaddy Bookkeeping
Personalized dashboards
Adaptive Insights
7.3
GoDaddy Bookkeeping
Color-coded scorecards
Adaptive Insights
6.8
GoDaddy Bookkeeping
KPIs
Adaptive Insights
7.9
GoDaddy Bookkeeping
Cost and profitability analysis
Adaptive Insights
8.0
GoDaddy Bookkeeping
Key Performance Indicator setting
Adaptive Insights
8.0
GoDaddy Bookkeeping
Benchmarking with external data
Adaptive Insights
7.3
GoDaddy Bookkeeping

Integration

Adaptive Insights
8.5
GoDaddy Bookkeeping
Flat file integration
Adaptive Insights
8.3
GoDaddy Bookkeeping
Excel data integration
Adaptive Insights
8.7
GoDaddy Bookkeeping
Direct links to 3rd-party data sources
Adaptive Insights
8.7
GoDaddy Bookkeeping

Reporting & Analytics

Adaptive Insights
GoDaddy Bookkeeping
7.3
Dashboards
Adaptive Insights
GoDaddy Bookkeeping
8.0
Standard reports
Adaptive Insights
GoDaddy Bookkeeping
8.0
Custom reports
Adaptive Insights
GoDaddy Bookkeeping
6.0

General Ledger and Configurable Accounting

Adaptive Insights
GoDaddy Bookkeeping
6.9
Accounts payable
Adaptive Insights
GoDaddy Bookkeeping
7.0
Accounts receivable
Adaptive Insights
GoDaddy Bookkeeping
7.0
Cash management
Adaptive Insights
GoDaddy Bookkeeping
6.0
Bank reconciliation
Adaptive Insights
GoDaddy Bookkeeping
8.0
Expense management
Adaptive Insights
GoDaddy Bookkeeping
7.0
Time tracking
Adaptive Insights
GoDaddy Bookkeeping
6.0
Fixed asset management
Adaptive Insights
GoDaddy Bookkeeping
7.0
Regulations compliance
Adaptive Insights
GoDaddy Bookkeeping
5.0
Electronic tax filing
Adaptive Insights
GoDaddy Bookkeeping
8.0
Self-service portal
Adaptive Insights
GoDaddy Bookkeeping
8.0

Inventory Management

Adaptive Insights
GoDaddy Bookkeeping
5.0
Automatic reordering
Adaptive Insights
GoDaddy Bookkeeping
5.0

Order Management

Adaptive Insights
GoDaddy Bookkeeping
6.5
Credit card processing
Adaptive Insights
GoDaddy Bookkeeping
7.0
Cost of goods sold
Adaptive Insights
GoDaddy Bookkeeping
6.0

Accounting Firm BPO Features

Adaptive Insights
GoDaddy Bookkeeping
6.8
Branded client dashboards
Adaptive Insights
GoDaddy Bookkeeping
6.0
Configurable alerts
Adaptive Insights
GoDaddy Bookkeeping
6.0
Client template cloning
Adaptive Insights
GoDaddy Bookkeeping
8.0
Single sign-on
Adaptive Insights
GoDaddy Bookkeeping
7.0

Pros

  • 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
  • Downloads automatically from eBay.
  • Downloads transactions automatically from Paypal.
  • Easy to upload transactions from a csv to make a tax year complete should you change to the solution part way through your tax year.
  • Dashboard is easy to read with visuals to demonstrate profit and loss.
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
  • Shows dollar signs even when using pounds.
  • Downloads from GoDaddy to csv file have a problem with dates showing some in US format, some in text format and some in UK format. The US dates were difficult to format, I had to type in dates manually for the whole 12 months of transactions.
  • Unable to choose tax year end was geared to US tax years and taxes rather than being able to choose your own tax year and country specific formats.
No photo available

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
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.6
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
GoDaddy Bookkeeping7.0
Based on 1 answer
Loses marks on the tax year only being Jan - Dec and inability to change that to a UK format and choose your year end date.
No photo available

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 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
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

Alternatives Considered

I was not involved in the selection process, but have interfaced with TM1 to our parent company. My personal experience has found Adaptive to have greater responsiveness.
Mikel Christopherson profile photo
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
No score
No answers yet
No answers on this topic

Return on Investment

  • Adaptive provides for good forecasting based on revenue and expenditure.
  • The ability to pull different month-end reporting is a great feature.
  • The ability to share access across 11 offices statewide is very beneficial.
Jessalyn Ka profile photo
  • Good value for money
  • Ideal for US market
  • Saves man hours with the auto download of eBay transactions
No photo available

Screenshots

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

GoDaddy Bookkeeping

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

GoDaddy Bookkeeping More Information