What users are saying about
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Top Rated
219 Ratings
1 Ratings

Adaptive Insights, a Workday company

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Top Rated
219 Ratings
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Score 8.5 out of 101
1 Ratings
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Score 10 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

Harpoon

If you're freelancing or running a small marketing agency, I'll steer you strongly towards Harpoon. It's such a terrific fit for this business type. It provides easy invoice management so if that's all you care about, use Harpoon this way. If you want a tool that will guide you towards success, Harpoon helps you do this when launching your account. Know what you want to earn, what it takes to get there, and how you're doing along the way. What financial software for freelancers provides simple project tools? Harpoon.
Jason Montoya profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Harpoon
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Harpoon
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Harpoon
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Harpoon

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Harpoon
Publish to PDF
Adaptive Insights, a Workday company
8.0
Harpoon
Report Versioning
Adaptive Insights, a Workday company
8.0
Harpoon
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Harpoon

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.3
Harpoon
Long-term financial planning
Adaptive Insights, a Workday company
8.4
Harpoon
Financial budgeting
Adaptive Insights, a Workday company
8.7
Harpoon
Forecasting
Adaptive Insights, a Workday company
8.9
Harpoon
Scenario modeling
Adaptive Insights, a Workday company
7.0
Harpoon
Management reporting
Adaptive Insights, a Workday company
8.3
Harpoon

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Harpoon
Financial data consolidation
Adaptive Insights, a Workday company
8.0
Harpoon
Journal entries and reports
Adaptive Insights, a Workday company
5.8
Harpoon
Multi-currency management
Adaptive Insights, a Workday company
7.2
Harpoon
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Harpoon
Minority Ownership
Adaptive Insights, a Workday company
7.1
Harpoon
Local and consolidated reporting
Adaptive Insights, a Workday company
8.1
Harpoon
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Harpoon

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.7
Harpoon
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Harpoon
Management Reporting
Adaptive Insights, a Workday company
8.4
Harpoon
Excel-based Reporting
Adaptive Insights, a Workday company
7.2
Harpoon
Automated board and financial reporting
Adaptive Insights, a Workday company
7.6
Harpoon
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.6
Harpoon

Analytics

Adaptive Insights, a Workday company
7.2
Harpoon
Personalized dashboards
Adaptive Insights, a Workday company
7.4
Harpoon
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Harpoon
KPIs
Adaptive Insights, a Workday company
7.3
Harpoon
Cost and profitability analysis
Adaptive Insights, a Workday company
8.2
Harpoon
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.0
Harpoon
Benchmarking with external data
Adaptive Insights, a Workday company
6.0
Harpoon

Integration

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

Pros

Adaptive Insights, a Workday company

  • Adaptive is extremely user friendly. We implemented the first phase in just six weeks and rolled it out to budget managers with a one hour webinar. People took to it immediately and needed very little support from finance to complete their budgets.
  • Adaptive is very flexible. My company was recently acquired, so there have been a huge number of changes in the ways we look at our financials under the guidance of the new company. Adaptive has eased the transition considerably because we were able to adjust the reporting and rollups very quickly, while still maintaining the detailed assumptions underlying the plan.
  • One of my favorite things about Adaptive is that finance can maintain it ourselves. The logic of the system is very intuitive, and with the cloud-based architecture, we don't need IT support to make changes to the functionality of the system.
  • Our forecasting and budgeting has become far more accurate with this system. There are less errors, as all of the data is housed in one place, and we don't have the version control issues we did with Excel.
Amanda Hutchins profile photo

Harpoon

  • Makes Sending Invoices & Collecting Payment Easy, for Freelancers
  • Tracking Financial Goals (Monthly & Annual) & Projecting Future Results
  • Provides Insights On AR, Earned Income, Top Clients, and other helpful but highly relevant data points.
Jason Montoya profile photo

Cons

Adaptive Insights, a Workday company

  • Their reporting module is great, but I think it could be improved upon. Their OfficeConnect product is a huge step forward in that direction.
  • The Discovery product also needs some attention. At first glance it's a great tool, but when I started diving into it I realized it has quite a few limitations. I think it has enormous potential.
  • I would like to see some more structure around the creation and maintenance of the accounts structures. It's almost too easy to create accounts with little to no organization. Implementation of a strict naming scheme is left up to the end user.
Kevin Bradshaw profile photo

Harpoon

  • The automatic expense management is basic. It does sync with banks, but I've had some duplicate entry issues that are being worked out of the system.
  • I'd like to see additional reports that dive deeper into some of the dashboard widgets.
Jason Montoya profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.8
Based on 33 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

Harpoon

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.3
Based on 77 answers
It really is very easy to start using. The UI is very clean and all functions are within easy reach.
Lee Hawthorn profile photo

Harpoon

No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
As far as I recall, it is always up and available when I need to use it, except obviously when it announced couple of hours of down time during its upgrade or maintenance.
Lenny Wu, MBA, MA, CPA, CGA profile photo

Harpoon

No score
No answers yet
No answers on this topic

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

Harpoon

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.6
Based on 12 answers
Their support infrastructure is world-class. Of course, they have a team that responds directly to issues/questions, but they also have an ecosystem of support (blogs, user forums) and training (in fact, they're training modules are some of the best I've seen).
Brad MacDonald profile photo

Harpoon

No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
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

Harpoon

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.5
Based on 14 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo

Harpoon

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

Adaptive Insights is more user friendly, I love the fact that it updates in real time, without having to "roll up" your data to see the results. The reporting is easy to use and understand and the cost is much better when compared with big hitters such as Hyperion and Oracle. I have never had an issue with data loss, system freezes, downtime or delayed support responses. In short, the system has never caused me frustration, something that can't be said for most other software I rely (Excel for instance).
Michael Bright profile photo

Harpoon

I've used Less Accounting and & Quickbooks Online. After Less Accounting was acquired, its development was mostly stopped. While the tool was a simple way to manage invoices and expenses, its directional philosophy changed with the new owners. Quickbooks Online was a solid tool, but the company support was unhelpful and hard to work with at times. Harpoon provides a great tool, with a company that cares about its users.
Jason Montoya profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

Harpoon

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • Adaptive Insights has cut our planning cycle by about 75%. Since we have adopted the rolling forecast concept in Adaptive, our plans almost generate themselves. The operational drivers become an integral part of the data we gather, as they drive future financials and provide a road map as to where we are heading.
  • We can respond to financial questions from our customers more quickly because our financial data is at our finger tips at a moments notice. We are better able to see the relationships of our data when we can look across multiple periods and multiple levels and dimensions on the fly. Since we now have one system where we bring in both operational and financial data, we can see relationships that were previously less obvious.
  • We, as finance analysts, are more efficient, as we can respond much quicker, with greater accuracy, because now there is ONE source of the truth, in ONE location.
Robert Scrimshaw profile photo

Harpoon

  • Clear and precise visibility of my financial status.
  • Projections of how I'm doing today, this month, and this year.
  • Clarity on what needs to happen with client development to reach my goals.
  • It shrinks the amount of time I spend on getting clients to pay my invoices.
Jason Montoya profile photo

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
1.  per seat, per installation

Adaptive Insights, a Workday company Editions & Modules

Adaptive Insights, a Workday company
Additional Pricing Details

Harpoon

General

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

Harpoon Editions & Modules

Harpoon
Edition
Single User - Unlimited Everything
$191
1. per month
Additional Pricing Details

Add comparison