What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
2 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
2 Ratings
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Score 7.1 out of 101

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Likelihood to Recommend

Adaptive Insights

Adaptive is great if you want to create many what- if scenarios when budgeting and forecasting. Staffing scenarios has been particularly helpful for our HR department when analyze staff needs for future years and analyzing open and unfilled positions over a certain time frame.

Every so often Adaptive's response time when in the system has been slow but Adaptive has rolled out the Elastic Hypercube to take care of that issue.
Gary Grzesiak 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
9.3
Kashflow
Pixel Perfect reports
Adaptive Insights
9.0
Kashflow
Customizable dashboards
Adaptive Insights
10.0
Kashflow
Report Formatting Templates
Adaptive Insights
9.0
Kashflow

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

Adaptive Insights
7.5
Kashflow
Financial data consolidation
Adaptive Insights
7.9
Kashflow
Journal entries and reports
Adaptive Insights
5.6
Kashflow
Multi-currency management
Adaptive Insights
7.6
Kashflow
Intercompany Eliminations
Adaptive Insights
7.5
Kashflow
Minority Ownership
Adaptive Insights
7.1
Kashflow
Local and consolidated reporting
Adaptive Insights
8.3
Kashflow
Detailed Audit Trails
Adaptive Insights
8.5
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
8.4
Kashflow
Automated board and financial reporting
Adaptive Insights
8.5
Kashflow
XBRL support for regulatory filing
Adaptive Insights
7.0
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
8.0
Kashflow
Key Performance Indicator setting
Adaptive Insights
8.0
Kashflow
Benchmarking with external data
Adaptive Insights
7.3
Kashflow

Integration

Adaptive Insights
8.6
Kashflow
Flat file integration
Adaptive Insights
8.3
Kashflow
Excel data integration
Adaptive Insights
8.7
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

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

Cons

  • 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
  • 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 Insights8.6
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
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
Building complex reports is still difficult to do when using dimension or level attributes. Formulas are still a challenge.
Daniel Killpack 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 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
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® 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

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
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

  • Cycle time for processing financial statements, budgets, and forecasts are greatly reduced.
  • Visibility of company metrics and drivers has been increased across the company.
  • The ease and ability to quickly create multiple forecasts using different scenarios is now available.
Jack Kersjes 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