What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
Top Rated
143 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
Top Rated
143 Ratings
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Score 7.4 out of 101

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Likelihood to Recommend

Adaptive Insights

Adaptive Insights is very fit for us as a global company of c.600 employees. We have offices in multiple countries and have multiple users who need to access the data simultaneously. We are going through a rapid period of expansion and change as a business and Adaptive is easily able to keep up.For very small companies, Adaptive may be too much. For a very large organization, there may be other solutions that are more suitable.
Andy Clifton profile photo

Microsoft Dynamics GP

I need to fully understand the client's needs in an ERP solution but I have not run into a situation where Microsoft Dynamics GP could not work for the client. It really comes down to what is most important to the client and if that area of Microsoft Dynamics GP is extremely feature packed and a strong suit, then it's a great fit
Melissa Brown profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Microsoft Dynamics GP
Pixel Perfect reports
Adaptive Insights
9.0
Microsoft Dynamics GP
Customizable dashboards
Adaptive Insights
10.0
Microsoft Dynamics GP
Report Formatting Templates
Adaptive Insights
9.0
Microsoft Dynamics GP

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Microsoft Dynamics GP
Publish to PDF
Adaptive Insights
8.0
Microsoft Dynamics GP
Report Versioning
Adaptive Insights
8.0
Microsoft Dynamics GP
Report Delivery Scheduling
Adaptive Insights
8.0
Microsoft Dynamics GP

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

Adaptive Insights
Microsoft Dynamics GP
7.6
Pay calculation
Adaptive Insights
Microsoft Dynamics GP
8.4
Benefit plan administration
Adaptive Insights
Microsoft Dynamics GP
6.6
Direct deposit files
Adaptive Insights
Microsoft Dynamics GP
7.8
Salary revision and increment management
Adaptive Insights
Microsoft Dynamics GP
7.7
Reimbursement management
Adaptive Insights
Microsoft Dynamics GP
7.6

Customization

Adaptive Insights
Microsoft Dynamics GP
8.4
API for custom integration
Adaptive Insights
Microsoft Dynamics GP
8.0
Plug-ins
Adaptive Insights
Microsoft Dynamics GP
8.8

Security

Adaptive Insights
Microsoft Dynamics GP
8.8
Single sign-on capability
Adaptive Insights
Microsoft Dynamics GP
8.9
Role-based user permissions
Adaptive Insights
Microsoft Dynamics GP
8.7

Reporting & Analytics

Adaptive Insights
Microsoft Dynamics GP
8.0
Dashboards
Adaptive Insights
Microsoft Dynamics GP
8.0
Standard reports
Adaptive Insights
Microsoft Dynamics GP
7.7
Custom reports
Adaptive Insights
Microsoft Dynamics GP
8.1

General Ledger and Configurable Accounting

Adaptive Insights
Microsoft Dynamics GP
8.0
Accounts payable
Adaptive Insights
Microsoft Dynamics GP
8.3
Accounts receivable
Adaptive Insights
Microsoft Dynamics GP
8.0
Cash management
Adaptive Insights
Microsoft Dynamics GP
8.1
Bank reconciliation
Adaptive Insights
Microsoft Dynamics GP
8.0
Expense management
Adaptive Insights
Microsoft Dynamics GP
7.8
Time tracking
Adaptive Insights
Microsoft Dynamics GP
6.0
Fixed asset management
Adaptive Insights
Microsoft Dynamics GP
8.0
Multi-currency support
Adaptive Insights
Microsoft Dynamics GP
7.8
Multi-division support
Adaptive Insights
Microsoft Dynamics GP
7.5
Regulations compliance
Adaptive Insights
Microsoft Dynamics GP
7.8
Electronic tax filing
Adaptive Insights
Microsoft Dynamics GP
7.6
Self-service portal
Adaptive Insights
Microsoft Dynamics GP
8.0
Global Financial Support
Adaptive Insights
Microsoft Dynamics GP
7.7
Primary and Secondary Ledgers
Adaptive Insights
Microsoft Dynamics GP
8.6
Intercompany Accounting
Adaptive Insights
Microsoft Dynamics GP
7.4
Localizations
Adaptive Insights
Microsoft Dynamics GP
7.7
Journals and Reconciliations
Adaptive Insights
Microsoft Dynamics GP
8.2
Enterprise Accounting
Adaptive Insights
Microsoft Dynamics GP
8.7
Configurable Accounting
Adaptive Insights
Microsoft Dynamics GP
8.4
Centralized Rules Framework
Adaptive Insights
Microsoft Dynamics GP
8.6
Standardized Processes
Adaptive Insights
Microsoft Dynamics GP
9.1

Inventory Management

Adaptive Insights
Microsoft Dynamics GP
7.2
Inventory tracking
Adaptive Insights
Microsoft Dynamics GP
7.8
Automatic reordering
Adaptive Insights
Microsoft Dynamics GP
7.1
Location management
Adaptive Insights
Microsoft Dynamics GP
7.4
Manufacturing module
Adaptive Insights
Microsoft Dynamics GP
6.5

Order Management

Adaptive Insights
Microsoft Dynamics GP
7.9
Pricing
Adaptive Insights
Microsoft Dynamics GP
7.7
Order entry
Adaptive Insights
Microsoft Dynamics GP
8.1
Credit card processing
Adaptive Insights
Microsoft Dynamics GP
7.6
Cost of goods sold
Adaptive Insights
Microsoft Dynamics GP
8.1
Order Orchestration
Adaptive Insights
Microsoft Dynamics GP
7.5
End-to-end order visibility
Adaptive Insights
Microsoft Dynamics GP
8.0
Order exception Resolution
Adaptive Insights
Microsoft Dynamics GP
8.0

Accounting Firm BPO Features

Adaptive Insights
Microsoft Dynamics GP
7.8
Branded client dashboards
Adaptive Insights
Microsoft Dynamics GP
8.0
Client data roll-up capabilities
Adaptive Insights
Microsoft Dynamics GP
7.0
Client data consolidation for benchmarking
Adaptive Insights
Microsoft Dynamics GP
8.0
Configurable alerts
Adaptive Insights
Microsoft Dynamics GP
8.0
Billing bypass
Adaptive Insights
Microsoft Dynamics GP
8.0
Client template cloning
Adaptive Insights
Microsoft Dynamics GP
8.0
Single sign-on
Adaptive Insights
Microsoft Dynamics GP
8.0
Configurable client onboarding questions
Adaptive Insights
Microsoft Dynamics GP
7.0
Cross-client workflow management
Adaptive Insights
Microsoft Dynamics GP
8.0
Industry-specific versioning
Adaptive Insights
Microsoft Dynamics GP
8.0
Legacy system data migration
Adaptive Insights
Microsoft Dynamics GP
7.5

Pros

  • Adaptive handles the concept of "versions" very well. This makes budgeting, forecasting, and scenario planning particularly easy. You can compare actuals vs budget, vs budget @ different rate, vs forecast or vs prior year all at the quick click of a button.
  • Multi-user, multi-location, multi-currency handled with ease within the system.
  • Adding or removing GL codes, levels or dimensions is really easy and is updated across the entire model.
  • The reporting writing part of the solution is excellent. Once the data is in, you can report any parameter against any other.
Andy Clifton profile photo
  • Multiple currencies
  • Flexible account structure
  • Multiple users
No photo available

Cons

  • Users need more visibility for external reporting. If this already exists, then I would suggest more training or webcasts that cover this topic.
  • On the sales side of things, I would suggest ensuring that your NEW users are aware of the amount of training involved in learning to be an ADMIN for Adaptive Insights. Users need to be able to move beyond the implementation to active use. Yes, Adaptive makes things easy, but only if you know how to write the formulas and set things up correctly to run in the background. Hands-on training is a must! Our implementation was 3 years ago, though, so maybe things have improved somewhat since then.
  • More problem/solution-specific forums for users to interact with each other and find new and better ways of handling unique issues. Since Adaptive is so flexible, it often takes bouncing ideas off others to figure out the best way to plan for certain types of revenue or expenses.
Amy Kee, CPA profile photo
  • I love that they're starting to listen to the users more and incorporate changes based on what we ask for.
  • There are a few quirky things but nothing that stands in the way of getting the job done.
  • I would love to be able to control the size of the text within the entry windows.
No photo available

Likelihood to Renew

Adaptive Insights8.6
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
Microsoft Dynamics GP9.9
Based on 7 answers
Good product.
No photo available

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
Microsoft Dynamics GP6.9
Based on 4 answers
It's the best system available.
Candi Southall profile photo

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
Microsoft Dynamics GP10.0
Based on 2 answers
No answer on this topic is available.

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
Microsoft Dynamics GP7.0
Based on 1 answer
No answer on this topic is available.

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
Microsoft Dynamics GP8.9
Based on 3 answers
I have always had my issues resolved timely
Tricia Wolfe Jarvis profile photo

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


Implementation was very easy and fast. The ability to
customize Levels and Dimensions to match our Organization’s structure and
accounting practices is great. Our organization is continually changing and
adaptive has the ability to be changed without issue.

Rose Sipin profile photo
Microsoft Dynamics GP8.2
Based on 3 answers
Just need to ensure you determine how you want foreign subs reporting in GP
Charles T Toomey profile photo

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

Other than Excel, we did not look at other systems. Key for us was also a bridge or link to our current ERP system, Intacct. I also researched retention of customers with Adaptive. I could not find any vendors who left Adaptive. Strong retention.
Bryan Schmidt profile photo
TechSoup had great privcing, I had experince with GP in previous companys and there are a lot of staff accountants who have relevant experience.
No photo available

Rating for Public Practice CPAs

No score
No answers yet
No answers on this topic
Microsoft Dynamics GP9.0
Based on 1 answer
Full integration with Office 365 and CRM. It's golden to work from one platform from anywhere
BYRON RAMBO 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
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
Microsoft Dynamics GP9.1
Based on 1 answer
The functionality that GP and related ISV solutions offer and the ease of integration of GP to other systems makes it an extremely scalable solution
Tricia Wolfe Jarvis profile photo

Return on Investment

  • Staffing. Almost certain we would have had to hire a full-time budget analyst to process budgets pre-Adaptive. Savings in labor for salary and benefits is about $150 k annually.
  • Quicker ability to report and complete the budget process. Before Adaptive, the budget process took about 4 months. We have shrunk the time required to about 3 months with additional time now for analysis.
  • What if reporting. Nice to see the impact of changes in the budget with a quick turn around time to report.
Bryan Schmidt profile photo
  • We were running 2 separate accounting systems. One for our e-commerce platform and one for everything else. By choosing GP and integrating our e-commerce platform, we now have a clear picture of our finances that we did not have before.
Jay Moore profile photo

Screenshots

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

Microsoft Dynamics GP

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

Microsoft Dynamics GP More Information