What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Kashflow

2 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Kashflow

2 Ratings
Score 7.2 out of 101

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Likelihood to Recommend

Adaptive Insights

It is well suited for mid-size companies to have a budgeting, forecasting, and reporting platform. The system needs data and someone to maintain it so it would not be well suited for a small company or one without a dedicated finance team.
Brian Kyslinger 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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Kashflow
Long-term financial planning
Adaptive Insights
8.9
Kashflow
Financial budgeting
Adaptive Insights
8.9
Kashflow
Forecasting
Adaptive Insights
9.1
Kashflow
Scenario modeling
Adaptive Insights
8.3
Kashflow
Management reporting
Adaptive Insights
8.2
Kashflow

Consolidation and Close

Adaptive Insights
7.5
Kashflow
Financial data consolidation
Adaptive Insights
7.9
Kashflow
Journal entries and reports
Adaptive Insights
5.5
Kashflow
Multi-currency management
Adaptive Insights
7.7
Kashflow
Intercompany Eliminations
Adaptive Insights
7.5
Kashflow
Minority Ownership
Adaptive Insights
7.0
Kashflow
Local and consolidated reporting
Adaptive Insights
8.3
Kashflow
Detailed Audit Trails
Adaptive Insights
8.6
Kashflow

FInancial Reporting and Compliance

Adaptive Insights
8.3
Kashflow
Financial Statement Reporting
Adaptive Insights
9.0
Kashflow
Management Reporting
Adaptive Insights
8.6
Kashflow
Excel-based Reporting
Adaptive Insights
8.5
Kashflow
Automated board and financial reporting
Adaptive Insights
8.5
Kashflow
XBRL support for regulatory filing
Adaptive Insights
6.9
Kashflow

Analytics

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

Integration

Adaptive Insights
8.6
Kashflow
Flat file integration
Adaptive Insights
8.4
Kashflow
Excel data integration
Adaptive Insights
8.8
Kashflow
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Kashflow

Payroll Management

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

Customization

Adaptive Insights
Kashflow
5.5
API for custom integration
Adaptive Insights
Kashflow
6.0
Plug-ins
Adaptive Insights
Kashflow
5.0

Security

Adaptive Insights
Kashflow
6.0
Single sign-on capability
Adaptive Insights
Kashflow
6.0
Role-based user permissions
Adaptive Insights
Kashflow
6.0

Reporting & Analytics

Adaptive Insights
Kashflow
5.3
Dashboards
Adaptive Insights
Kashflow
6.0
Standard reports
Adaptive Insights
Kashflow
5.0
Custom reports
Adaptive Insights
Kashflow
5.0

General Ledger and Configurable Accounting

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

Order Management

Adaptive Insights
Kashflow
6.0
Credit card processing
Adaptive Insights
Kashflow
6.0
Cost of goods sold
Adaptive Insights
Kashflow
6.0
Order exception Resolution
Adaptive Insights
Kashflow
6.0

Accounting Firm BPO Features

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

Pros

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak profile photo
  • Ease of entering purchase data.
  • Ease of creating quotes and invoices.
  • Email integration.
No photo available

Cons

  • On the Infographics page, I would love to see a thumbnail of the infographic before clicking on it. In general, I love that when you hover over a box, you get a more detailed description, but I would also love the ability to hover and then click to see a thumbnail before opening the full page.
  • Similarly, I think the Videos page should have the length of each video somewhere on the squares. This would help people judge how much time they would need to watch each one all the way through, and be able to make an informed decision about how many they could watch in between meetings.
  • There is no free text search bar.
Samantha Monastra profile photo
  • 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 Insights8.5
Based on 32 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
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
On one hand the system is intuitive, runs at a fast processing speed and well organized.On the other hand there are several functionalities (mentioned previously) that hinder smooth navigation and proper organization.
Doug Schrock profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
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
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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski 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

We had meetings with several industry leaders and Adaptive was our choice in the end. We liked IBM and also liked Host Analytics for different reasons. In the end it was the combination of cloud, Excel add-in, Office Connect, Discovery, and cost that would ultimately end up with Adaptive. I've used a few similar BI products and it has become my tool of preference. One of the best things about Adaptive is that they are committed to being the best, and to do that they must evolve and enhance the products different modules, I have seen many updates while using the product and I can say that they are making impressive enhancements on a regular basis. I'm very excited to see where they will be in another year.
W. Stephens profile photo
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

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

  • Adaptive has definitely cut the length of our budget process/season. What used to take us 5-6 months is now down to 3 and during that time the process is much simpler and less frustrating.
  • Financially the product is far more affordable than many other solutions. We saved thousands a year by ditching our old solution and implementing Adaptive.
  • No I/T involvement is also important to note. This allows us to get started, make changes, generate reports, create new metrics when the business needs them, not when I/T can get around to it.
Kevin Bradshaw profile photo
  • Reliable system
  • Minimizes time spent training staff in use
  • Good for cash position management
No photo available

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

Kashflow

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

Kashflow More Information