What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
6 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
6 Ratings
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Score 9.2 out of 101

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Likelihood to Recommend

Adaptive Insights

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

LivePlan

It is great for startups and people that are still developing ideas. Once you are in the market it does not really have much of a use within an organization, at that stage it just becomes the reference to what core your business is. Tracking business growth is great, but again only for first 1-3 years in the market (depending on growth).
No photo available

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Security

Adaptive Insights
LivePlan
10.0
Role-based user permissions
Adaptive Insights
LivePlan
10.0

Reporting & Analytics

Adaptive Insights
LivePlan
10.0
Dashboards
Adaptive Insights
LivePlan
10.0
Standard reports
Adaptive Insights
LivePlan
10.0
Custom reports
Adaptive Insights
LivePlan
10.0

General Ledger and Configurable Accounting

Adaptive Insights
LivePlan
9.6
Expense management
Adaptive Insights
LivePlan
8.0
Multi-currency support
Adaptive Insights
LivePlan
10.0
Multi-division support
Adaptive Insights
LivePlan
10.0
Regulations compliance
Adaptive Insights
LivePlan
10.0
Self-service portal
Adaptive Insights
LivePlan
10.0

Inventory Management

Adaptive Insights
LivePlan
10.0
Inventory tracking
Adaptive Insights
LivePlan
10.0

Order Management

Adaptive Insights
LivePlan
8.0
Cost of goods sold
Adaptive Insights
LivePlan
8.0

Accounting Firm BPO Features

Adaptive Insights
LivePlan
9.0
Client data roll-up capabilities
Adaptive Insights
LivePlan
8.0
Client data consolidation for benchmarking
Adaptive Insights
LivePlan
9.0
Configurable alerts
Adaptive Insights
LivePlan
9.0
Client template cloning
Adaptive Insights
LivePlan
10.0

Pros

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo
  • Great for startups that are still working on their idea.
  • Preparing for pitching and presenting.
  • People don't need business knowledge in order to write a professional business plan, everything is explained in details.
  • Simplicity.
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
  • It is software on its own and there are no abilities to connect to any other software so you have to input data constantly.
  • If you start within this software most likely over time this will be just your reference for the definition of your business, once you start growing there is not much to use here, better solutions are out there.
  • It is not a management tool as they advertise it.
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
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

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis profile photo
We did not really find a similar solution. All other solutions are focused on project management, [there's] nothing on generating a business plan. There is nothing on this level that helps people without any business experience write the plan. They have samples, instructions what to write where, how to prepare for pitching, and generate dashboards. Nothing in this market gets anywhere close to this solution.
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

  • We use Adaptive Planning as our main budgeting software. Adaptive is always releasing new features to improve the functionality, and this makes working it is much more efficient.
  • Adaptive has many resources to help you use Adaptive. However, not many answers can be found on Google.
Samantha Monastra profile photo
  • Cheap software solution
  • Helped us collaborate on ideas during the initial stage in details
  • Helped us prepare for investors and pitching
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

LivePlan

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

LivePlan More Information