What users are saying about
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Top Rated
214 Ratings
2 Ratings

Adaptive Insights, a Workday company

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Top Rated
214 Ratings
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Score 8.6 out of 101
2 Ratings
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Score 7.1 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

Adaptive Insights is well suited for many business sizes, including small companies to companies with billions of dollars in revenue. Its flexibility with customization and the various options is very attractive.
Jessalyn Ka profile photo

Kashflow

Perfect for a SME, less so for larger companies with a lot of staff. A reliable application, with few outages and easy to learn how to use for a variety of staff in different positions. Mobile phone app has been bit of a disappointment. Management reporting functionality could be improved.
No photo available

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
Kashflow
Long-term financial planning
Adaptive Insights, a Workday company
8.8
Kashflow
Financial budgeting
Adaptive Insights, a Workday company
8.7
Kashflow
Forecasting
Adaptive Insights, a Workday company
9.0
Kashflow
Scenario modeling
Adaptive Insights, a Workday company
8.0
Kashflow
Management reporting
Adaptive Insights, a Workday company
8.0
Kashflow

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Kashflow
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Kashflow
Journal entries and reports
Adaptive Insights, a Workday company
5.7
Kashflow
Multi-currency management
Adaptive Insights, a Workday company
7.4
Kashflow
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Kashflow
Minority Ownership
Adaptive Insights, a Workday company
6.9
Kashflow
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Kashflow
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Kashflow

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
Kashflow
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Kashflow
Management Reporting
Adaptive Insights, a Workday company
8.4
Kashflow
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
Kashflow
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
Kashflow
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
Kashflow

Analytics

Adaptive Insights, a Workday company
7.5
Kashflow
Personalized dashboards
Adaptive Insights, a Workday company
7.3
Kashflow
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
Kashflow
KPIs
Adaptive Insights, a Workday company
7.8
Kashflow
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
Kashflow
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
Kashflow
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
Kashflow

Integration

Adaptive Insights, a Workday company
8.4
Kashflow
Flat file integration
Adaptive Insights, a Workday company
8.1
Kashflow
Excel data integration
Adaptive Insights, a Workday company
8.6
Kashflow
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
Kashflow

Payroll Management

Adaptive Insights, a Workday company
Kashflow
6.2
Pay calculation
Adaptive Insights, a Workday company
Kashflow
7.0
Benefit plan administration
Adaptive Insights, a Workday company
Kashflow
6.0
Direct deposit files
Adaptive Insights, a Workday company
Kashflow
6.0
Salary revision and increment management
Adaptive Insights, a Workday company
Kashflow
6.0
Reimbursement management
Adaptive Insights, a Workday company
Kashflow
6.0

Customization

Adaptive Insights, a Workday company
Kashflow
5.5
API for custom integration
Adaptive Insights, a Workday company
Kashflow
6.0
Plug-ins
Adaptive Insights, a Workday company
Kashflow
5.0

Security

Adaptive Insights, a Workday company
Kashflow
6.0
Single sign-on capability
Adaptive Insights, a Workday company
Kashflow
6.0
Role-based user permissions
Adaptive Insights, a Workday company
Kashflow
6.0

Reporting & Analytics

Adaptive Insights, a Workday company
Kashflow
5.3
Dashboards
Adaptive Insights, a Workday company
Kashflow
6.0
Standard reports
Adaptive Insights, a Workday company
Kashflow
5.0
Custom reports
Adaptive Insights, a Workday company
Kashflow
5.0

General Ledger and Configurable Accounting

Adaptive Insights, a Workday company
Kashflow
6.3
Accounts payable
Adaptive Insights, a Workday company
Kashflow
7.0
Accounts receivable
Adaptive Insights, a Workday company
Kashflow
7.0
Cash management
Adaptive Insights, a Workday company
Kashflow
7.0
Bank reconciliation
Adaptive Insights, a Workday company
Kashflow
7.0
Expense management
Adaptive Insights, a Workday company
Kashflow
8.0
Fixed asset management
Adaptive Insights, a Workday company
Kashflow
3.0
Multi-currency support
Adaptive Insights, a Workday company
Kashflow
7.0
Multi-division support
Adaptive Insights, a Workday company
Kashflow
7.0
Regulations compliance
Adaptive Insights, a Workday company
Kashflow
6.0
Localizations
Adaptive Insights, a Workday company
Kashflow
6.0
Journals and Reconciliations
Adaptive Insights, a Workday company
Kashflow
6.0
Enterprise Accounting
Adaptive Insights, a Workday company
Kashflow
6.0
Configurable Accounting
Adaptive Insights, a Workday company
Kashflow
6.0
Centralized Rules Framework
Adaptive Insights, a Workday company
Kashflow
6.0
Standardized Processes
Adaptive Insights, a Workday company
Kashflow
5.0

Order Management

Adaptive Insights, a Workday company
Kashflow
6.0
Credit card processing
Adaptive Insights, a Workday company
Kashflow
6.0
Cost of goods sold
Adaptive Insights, a Workday company
Kashflow
6.0
Order exception Resolution
Adaptive Insights, a Workday company
Kashflow
6.0

Accounting Firm BPO Features

Adaptive Insights, a Workday company
Kashflow
6.2
Branded client dashboards
Adaptive Insights, a Workday company
Kashflow
7.0
Client data roll-up capabilities
Adaptive Insights, a Workday company
Kashflow
7.0
Client data consolidation for benchmarking
Adaptive Insights, a Workday company
Kashflow
6.0
Configurable alerts
Adaptive Insights, a Workday company
Kashflow
6.0
Billing bypass
Adaptive Insights, a Workday company
Kashflow
6.0
Client template cloning
Adaptive Insights, a Workday company
Kashflow
6.0
Single sign-on
Adaptive Insights, a Workday company
Kashflow
6.0
Configurable client onboarding questions
Adaptive Insights, a Workday company
Kashflow
6.0
Cross-client workflow management
Adaptive Insights, a Workday company
Kashflow
6.0
Industry-specific versioning
Adaptive Insights, a Workday company
Kashflow
6.0
Legacy system data migration
Adaptive Insights, a Workday company
Kashflow
6.0

Pros

Adaptive Insights, a Workday company

  • Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
  • Its features provide for good planning, budgeting, and forecasting.
  • The ability to create customized reports is a very nice touch - we are able to share this across our organization.
Jessalyn Ka profile photo

Kashflow

  • Ease of entering purchase data.
  • Ease of creating quotes and invoices.
  • Email integration.
No photo available

Cons

Adaptive Insights, a Workday company

  • For reforecasting (e.g. doing 3 + 9 or 6 + 6), it would be useful to do constant currency analysis for versions that are "hybrid" (i.e. contain actual and plan data). At the moment, the virtual version functionality only works properly for actual or plan only versions.
  • We are a company going through a process of changing financial years and trying to plan over multiple financial periods of different lengths. I have found it very difficult to handle this in the system elegantly.
  • It would be good if there were more "template" models for various common business scenarios (e.g. sets of standard modeled sheets available for personnel and fixed assets) or sets of standard cubes for revenue or projects.
Andy Clifton profile photo

Kashflow

  • Can be difficult to find information within the application.
  • Some of the reporting functionality is weak.
  • Functionality for financial planning could be significantly improved upon.
No photo available

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.6
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

Kashflow

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
Fairly easy to get trained on the system and how to build models. Within 3 days of hands-on training, we build out robust capacity models on our own. Reports and dashboards are drag and drop to create.
Meghan Gardiner, CPA, CA profile photo

Kashflow

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
It's never been out of action when we've needed to use it.
Lee Hawthorn profile photo

Kashflow

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

Kashflow

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo

Kashflow

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

Kashflow

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
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

Kashflow

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

Adaptive Suite gave us what we needed and fit our use case perfectly. We did short list Host Analytics and they were neck and neck with Adaptive and it was a win/win for us and we would have been successful with either tool. My familiarity with Adaptive, the simplicity of self implementation, the product vision,and the turn around time to get the company up and running made gave Adaptive the edge.
KaReese Watkins, CMA profile photo

Kashflow

We received an offer for a discounted license for initial use and pretty much got so used to Kashflow, that we have continued with it. There are some frustrations with it, in particular the ability to search and find information. The reporting functionality is also a bit of a disappointment. However, easy for day to day use for the staff and just about sufficient for monthly planning. Some of the integrations like Payroll are not bad.
No photo available

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

Kashflow

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • Staffing. Almost certain we would have had to hire a full-time budget analyst to process budgets pre-Adaptive. Savings in labor for salary and benefits is about $150 k annually.
  • Quicker ability to report and complete the budget process. Before Adaptive, the budget process took about 4 months. We have shrunk the time required to about 3 months with additional time now for analysis.
  • What if reporting. Nice to see the impact of changes in the budget with a quick turn around time to report.
Bryan Schmidt profile photo

Kashflow

  • Reliable system
  • Minimizes time spent training staff in use
  • Good for cash position management
No photo available

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
Additional Pricing Details

Kashflow

General

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

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