What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

Sage Intacct

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Top Rated
594 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101

Sage Intacct

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Top Rated
594 Ratings
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Score 7.7 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

We are a medium-sized holding company, and Adaptive Insights has worked tremendously well for us! We do not currently use it to consolidate our business units, but we plan on exploring that soon. If you find yourself spending numerous hours creating financial statements and budgeting in Excel, then Adaptive Insights may be for you! It saves us an exponential amount of time in variance analysis, refreshing financial statements, and budgeting.
Denise Lewis profile photo

Sage Intacct

Reporting is leaps and bounds above Quickbooks. Additionally, having the segregation of duties and being able to define what each user is able to access is incredibly helpful.
Brian Goldrick profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Sage Intacct
Publish to PDF
Adaptive Insights
8.0
Sage Intacct
Report Versioning
Adaptive Insights
8.0
Sage Intacct
Report Delivery Scheduling
Adaptive Insights
8.0
Sage Intacct

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

Adaptive Insights
Sage Intacct
6.9
Pay calculation
Adaptive Insights
Sage Intacct
7.0
Benefit plan administration
Adaptive Insights
Sage Intacct
6.4
Direct deposit files
Adaptive Insights
Sage Intacct
7.1
Salary revision and increment management
Adaptive Insights
Sage Intacct
6.9
Reimbursement management
Adaptive Insights
Sage Intacct
6.9

Customization

Adaptive Insights
Sage Intacct
7.8
API for custom integration
Adaptive Insights
Sage Intacct
7.9
Plug-ins
Adaptive Insights
Sage Intacct
7.6

Security

Adaptive Insights
Sage Intacct
7.6
Single sign-on capability
Adaptive Insights
Sage Intacct
6.9
Role-based user permissions
Adaptive Insights
Sage Intacct
8.4

Reporting & Analytics

Adaptive Insights
Sage Intacct
7.3
Dashboards
Adaptive Insights
Sage Intacct
7.1
Standard reports
Adaptive Insights
Sage Intacct
7.9
Custom reports
Adaptive Insights
Sage Intacct
6.8

General Ledger and Configurable Accounting

Adaptive Insights
Sage Intacct
7.3
Accounts payable
Adaptive Insights
Sage Intacct
7.7
Accounts receivable
Adaptive Insights
Sage Intacct
6.5
Cash management
Adaptive Insights
Sage Intacct
7.7
Bank reconciliation
Adaptive Insights
Sage Intacct
8.0
Expense management
Adaptive Insights
Sage Intacct
6.3
Time tracking
Adaptive Insights
Sage Intacct
7.0
Fixed asset management
Adaptive Insights
Sage Intacct
6.3
Multi-currency support
Adaptive Insights
Sage Intacct
8.3
Multi-division support
Adaptive Insights
Sage Intacct
8.0
Regulations compliance
Adaptive Insights
Sage Intacct
7.2
Electronic tax filing
Adaptive Insights
Sage Intacct
5.1
Self-service portal
Adaptive Insights
Sage Intacct
7.0
Global Financial Support
Adaptive Insights
Sage Intacct
7.4
Intercompany Accounting
Adaptive Insights
Sage Intacct
7.4
Journals and Reconciliations
Adaptive Insights
Sage Intacct
7.5
Enterprise Accounting
Adaptive Insights
Sage Intacct
7.7
Configurable Accounting
Adaptive Insights
Sage Intacct
7.9
Centralized Rules Framework
Adaptive Insights
Sage Intacct
7.4
Standardized Processes
Adaptive Insights
Sage Intacct
7.8

Inventory Management

Adaptive Insights
Sage Intacct
6.2
Inventory tracking
Adaptive Insights
Sage Intacct
6.3
Automatic reordering
Adaptive Insights
Sage Intacct
5.5
Location management
Adaptive Insights
Sage Intacct
7.9
Manufacturing module
Adaptive Insights
Sage Intacct
5.2

Order Management

Adaptive Insights
Sage Intacct
7.2
Pricing
Adaptive Insights
Sage Intacct
6.2
Order entry
Adaptive Insights
Sage Intacct
7.5
Credit card processing
Adaptive Insights
Sage Intacct
8.6
Cost of goods sold
Adaptive Insights
Sage Intacct
6.3
End-to-end order visibility
Adaptive Insights
Sage Intacct
7.3

Accounting Firm BPO Features

Adaptive Insights
Sage Intacct
7.1
Branded client dashboards
Adaptive Insights
Sage Intacct
7.1
Client data roll-up capabilities
Adaptive Insights
Sage Intacct
7.1
Client data consolidation for benchmarking
Adaptive Insights
Sage Intacct
7.1
Configurable alerts
Adaptive Insights
Sage Intacct
8.2
Billing bypass
Adaptive Insights
Sage Intacct
7.0
Client template cloning
Adaptive Insights
Sage Intacct
7.1
Single sign-on
Adaptive Insights
Sage Intacct
7.1
Configurable client onboarding questions
Adaptive Insights
Sage Intacct
6.2
Cross-client workflow management
Adaptive Insights
Sage Intacct
6.2
Industry-specific versioning
Adaptive Insights
Sage Intacct
7.0
Legacy system data migration
Adaptive Insights
Sage Intacct
7.9

Pros

  • Financial Reporting - financial statements are done instantaneously once the books are closed. There is no processing required. Recipients of the reports can obtain everything they need self-service. There is no distribution process required.
  • Budgeting/forecasting - We converted our Excel process (which used 30 linked workbooks, 20 sheets each, and 50+ formulas each sheet, for a total of 30,000 formulas) to Adaptive. Now that the model is set up, new forecasts can be set up in minutes, rather than hours/days. The whole model is driver-based and easy to manage. It is much more intuitive for our directors, too. All they need to supply are updated drivers to run a new budget or forecast.
  • Dashboard - We now have a company-wide mechanism for communicating KPIs, and both financial and non-financial data. Data can be presented both visually or in numeric formats.
Jack Kersjes profile photo
  • Reporting - We are able to build custom reports that drive decisions from above.
  • Project driven expenses - We are able to see the spend on a project basis and break it down by department to further determine the extent of each department's impact on each project.
  • Separation of entities - We have three entities that roll up into one for reporting. We are able to review expenses for each specific entity and track them separately.
Brian Goldrick profile photo

Cons

  • Adaptive frequently releases software updates. I would like to see the company offer improved training on new features. Even though Adaptive holds a webinar following each release, it's very fast-paced and high-level and I don't learn much about the new functionality. It would be helpful if Adaptive could hold several webinars when rolling out updates, with each one focusing on just one of their products so that they could do a deeper dive on the enhancements.
  • While I very much enjoy the reporting enhancements offered with OfficeConnect, it's very easy for your spreadsheet to go sideways, meaning your rows suddenly become misaligned and the report becomes unusable. When this happens, it would be nice if the 'undo' option actually worked, but it generally doesn't. More often than not, it's faster to re-create a report from scratch rather than to try to repair a broken spreadsheet.
  • When working in Excel OfficeConnect, it's very frustrating to only have one spreadsheet open at a time. This isn't how most users utilize Excel. I would like the ability to work on multiple files simultaneously.
Jennifer Summitt profile photo
  • Cell phone app does not exist.
  • Additional modules (i.e. budgeting, interactive reporting) cost extra.
Konstantin Lomidze, CPA profile photo

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
Sage Intacct8.6
Based on 54 answers
I currently work for a public accounting firm now and don't use Intacct, but it is by far the best accounting I have seen.
John Sano profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive operates like Excel and most business managers know Excel. Most of the effort and lift reside with the managers. There is more of a technical expertise required for maintenance, dash-boarding and report writing. But, the admin staff are fewer and can be staffed by subject matter experts.
Bryan Schmidt profile photo
Sage Intacct8.5
Based on 16 answers
Ease of use and customization
Angela Foltz profile photo

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
Sage Intacct9.4
Based on 7 answers
Happy with my timesheets processing. Dont use it for anything else although !Thank you
Priya Sadasivam profile photo

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
Sage Intacct9.2
Based on 7 answers
Never ever have any problems.
Braam du Plooy profile photo

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
Sage Intacct8.9
Based on 12 answers
Support is knowledgeable and swift.
Braam du Plooy profile photo

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
Sage Intacct7.0
Based on 9 answers
The training is designed for implementing intacct as opposed to utilizing intacct. I think that both are necessary to learn, but wish there was continued training for using it once Intacct is in place for the users.
Stephanie Beaulieu, EA profile photo

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
Sage Intacct8.6
Based on 11 answers
Ensure to use a reputable party that has many years of experience
Braam du Plooy profile photo

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

Other than Excel, we did not look at other systems. Key for us was also a bridge or link to our current ERP system, Intacct. I also researched retention of customers with Adaptive. I could not find any vendors who left Adaptive. Strong retention.
Bryan Schmidt profile photo
Sage Intacct was a more comprehensive product than QBO, QBE or Xero and it was a more cost effective and flexible solution that the other larger systems we evaluated.
Laura Devlin profile photo

Rating for Public Practice CPAs

No score
No answers yet
No answers on this topic
Sage Intacct7.8
Based on 26 answers
The learning curve takes a little time, however, the workflow across managing all our clients is very beneficial.
Lin Jones 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
It is very simple to update data, both monthly actuals and budgeting data, using an Excel template or the connector.
Robin Webber 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
Sage Intacct8.6
Based on 4 answers
We keep adding more specialized transaction processes with no problems
Braam du Plooy profile photo

Return on Investment

  • Positive: We are much more efficient now than previously. The time savings alone, and our ability to focus on insights/analytics using less resources has been a great strength to our company.
Brad MacDonald profile photo
  • Sage Intacct has made processes more efficient so that our organization is better able to keep track of revenue and expenses.
Alyssa Detres 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
Additional Pricing Details

Adaptive Insights More Information

Sage Intacct

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Additional Pricing Details

Sage Intacct More Information