What users are saying about

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Top Rated
204 Ratings

Harpoon

1 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
204 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.7 out of 101

Harpoon

1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 10 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

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Harpoon
Long-term financial planning
Adaptive Insights
8.9
Harpoon
Financial budgeting
Adaptive Insights
8.9
Harpoon
Forecasting
Adaptive Insights
9.1
Harpoon
Scenario modeling
Adaptive Insights
8.3
Harpoon
Management reporting
Adaptive Insights
8.1
Harpoon

Consolidation and Close

Adaptive Insights
7.5
Harpoon
Financial data consolidation
Adaptive Insights
7.9
Harpoon
Journal entries and reports
Adaptive Insights
5.6
Harpoon
Multi-currency management
Adaptive Insights
7.6
Harpoon
Intercompany Eliminations
Adaptive Insights
7.5
Harpoon
Minority Ownership
Adaptive Insights
7.1
Harpoon
Local and consolidated reporting
Adaptive Insights
8.3
Harpoon
Detailed Audit Trails
Adaptive Insights
8.6
Harpoon

FInancial Reporting and Compliance

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

Analytics

Adaptive Insights
7.6
Harpoon
Personalized dashboards
Adaptive Insights
7.3
Harpoon
Color-coded scorecards
Adaptive Insights
6.8
Harpoon
KPIs
Adaptive Insights
8.0
Harpoon
Cost and profitability analysis
Adaptive Insights
8.1
Harpoon
Key Performance Indicator setting
Adaptive Insights
8.0
Harpoon
Benchmarking with external data
Adaptive Insights
7.3
Harpoon

Integration

Adaptive Insights
8.6
Harpoon
Flat file integration
Adaptive Insights
8.4
Harpoon
Excel data integration
Adaptive Insights
8.7
Harpoon
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Harpoon

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
  • 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

  • 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 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 Insights8.5
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 Insights7.7
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
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
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
Implementing the software was easy, and utilizing the implementer should be used for best practices and reviewing plan structures, etc.
Andrew Rosenberg 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

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
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

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
With workflow I am able to track progress on budget and forecast projects in a timely manner. There is also an organiser to track and assign tasks to users. Security is very flexible.
Robin Webber 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
  • 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

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

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

Harpoon More Information