What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Kashoo

5 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Kashoo

5 Ratings
Score 9.7 out of 101

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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

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

Adaptive Insights
7.5
Kashoo
Financial data consolidation
Adaptive Insights
7.9
Kashoo
Journal entries and reports
Adaptive Insights
5.5
Kashoo
Multi-currency management
Adaptive Insights
7.7
Kashoo
Intercompany Eliminations
Adaptive Insights
7.5
Kashoo
Minority Ownership
Adaptive Insights
7.0
Kashoo
Local and consolidated reporting
Adaptive Insights
8.3
Kashoo
Detailed Audit Trails
Adaptive Insights
8.6
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
8.5
Kashoo
Automated board and financial reporting
Adaptive Insights
8.5
Kashoo
XBRL support for regulatory filing
Adaptive Insights
6.9
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
8.1
Kashoo
Key Performance Indicator setting
Adaptive Insights
8.1
Kashoo
Benchmarking with external data
Adaptive Insights
7.3
Kashoo

Integration

Adaptive Insights
8.6
Kashoo
Flat file integration
Adaptive Insights
8.4
Kashoo
Excel data integration
Adaptive Insights
8.8
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

  • 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
  • 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 Insights8.5
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
The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Samantha Monastra 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
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke 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

To be honest - Host Analytics seemed relatively similar to Adaptive. However, Adaptive was our number one choice because:- The Adaptive suite looked a lot better. It seemed smarter and "sharper" and the data visualisation was better.- The people from Adaptive throughout the selection process were more helpful and insightful. This was confirmed throughout the implementation where we had really excellent service and help from Adaptive.
Andy Clifton 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
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
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
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
  • 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