What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
5 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
5 Ratings
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Score 9.8 out of 101

Add comparison

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

Kashoo

It is great for a small company or sole proprietorship. It is simple and easy and allows you to do your bookkeeping without taking too much of your time. It would not be ideal for a company that needs to track inventory.
William Steen profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Customization

Adaptive Insights
Kashoo
10.0
API for custom integration
Adaptive Insights
Kashoo
10.0
Plug-ins
Adaptive Insights
Kashoo
10.0

Security

Adaptive Insights
Kashoo
10.0
Single sign-on capability
Adaptive Insights
Kashoo
10.0
Role-based user permissions
Adaptive Insights
Kashoo
10.0

Reporting & Analytics

Adaptive Insights
Kashoo
10.0
Dashboards
Adaptive Insights
Kashoo
10.0
Standard reports
Adaptive Insights
Kashoo
10.0
Custom reports
Adaptive Insights
Kashoo
10.0

General Ledger and Configurable Accounting

Adaptive Insights
Kashoo
9.9
Accounts payable
Adaptive Insights
Kashoo
10.0
Accounts receivable
Adaptive Insights
Kashoo
10.0
Cash management
Adaptive Insights
Kashoo
10.0
Bank reconciliation
Adaptive Insights
Kashoo
9.0
Expense management
Adaptive Insights
Kashoo
10.0
Time tracking
Adaptive Insights
Kashoo
10.0
Journals and Reconciliations
Adaptive Insights
Kashoo
10.0

Order Management

Adaptive Insights
Kashoo
10.0
Pricing
Adaptive Insights
Kashoo
10.0
Order entry
Adaptive Insights
Kashoo
10.0
Cost of goods sold
Adaptive Insights
Kashoo
10.0

Pros

  • Adaptive Insights has so many good resources and easy filtering capabilities with active searching. When you go to a section of Adaptive Insights, you will see filters at the top of the page. As you change them, the contents of the page change to suit what you're looking for. This makes it easy to find the resources you need!
  • As previously mentioned, the FP&A Glossary is a great feature due to its concise definition of many common terms in FP&A.
  • I have not had much experience with the eBooks section of Adaptive Insights, but there are is a wide variety of topics to explore, such as rolling forecasts, and best practices for controllers.
Samantha Monastra profile photo
  • Invoicing - I can create an invoice and email it directly from within Kashoo. When a payment is received, it is simple to enter the transaction and mark it as paid.
  • Projects - I can assign a Project to a transaction. This way I can get a detailed picture of a specific project on which we are working. I can run a P&L report of just that project or the whole company.
  • Reconcile - Reconciling is a snap when you connect the account to the bank online.
  • If you are doing bookkeeping for more than one company, Kashoo has support for that. You can easily switch between companies as needed.
William Steen profile photo

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
  • If a credit card has multiple cards associated with it, for example, several employees have cards that link to the main account, Kashoo does not have a way to track those cards individually yet still associate it to the main parent account. To be fair, I have not found a bookkeeping software that does this properly.
  • The transaction search is a little funky. Sometimes I have to type in the complete word to find something, otherwise, it won't display the results I expect. I have only had this issue a few times, but it consistently happens for those specific searches.
  • Kashoo does not track inventory.
William Steen 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
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive is very easy to use, but it requires some training to get comfortable with it.
Amy Kee, CPA profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg 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
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

We previously only used Excel for budgeting and reporting. We now use Adaptive for all budgeting and use an add-on product called Office Connect to build reports that automate our data each month. We find the Office Connect reporting a little more user-friendly than the in-house reporting feature.
Amy Kee, CPA profile photo
Kashoo works well and has all the features I need. Wave does not allow for reconciliation and does not do reporting. QuickBooks Online is very expensive and does not have all the features that Kashoo has.
William Steen 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
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

  • Significantly decreased our budget cycle time. Fewer hours dedicated to running multiple excel scenarios for the budget season and more time spent assessing the overall assumptions/inputs.
  • Reduced our month-end reporting cycle to 2 days with forecasting ready.
Meghan Gardiner, CPA, CA profile photo
  • Kashoo has allowed me to be on top of my bookkeeping without having to hire a separate bookkeeper.
William Steen 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

Kashoo

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

Kashoo More Information