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Top Rated
214 Ratings

Adaptive Insights, a Workday company

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Top Rated
214 Ratings
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Score 8.6 out of 101
53 Ratings
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Score 6.7 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

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

Microsoft Dynamics SL

If someone is looking for a true accounting system for a small to mid-sized company, then I would definitely suggest looking into Microsoft Dynamics SL. For a very small company, a solution like QuickBooks might be the way to go, but only if you do not need tight audit controls. You also have to really know what you're doing or have an accountant that's easily reachable since the system will allow you to do things that a true accounting system would not. For a larger company, or someone that is looking for a system that integrates well with other systems, or a system that will be used by multiple departments, I would suggest looking into an ERP system or a suite of systems that are all run on the same platform
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Microsoft Dynamics SL
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Microsoft Dynamics SL
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Microsoft Dynamics SL
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Microsoft Dynamics SL

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL
Publish to PDF
Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL
Report Versioning
Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Microsoft Dynamics SL
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Microsoft Dynamics SL

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
Microsoft Dynamics SL
Long-term financial planning
Adaptive Insights, a Workday company
8.8
Microsoft Dynamics SL
Financial budgeting
Adaptive Insights, a Workday company
8.7
Microsoft Dynamics SL
Forecasting
Adaptive Insights, a Workday company
9.0
Microsoft Dynamics SL
Scenario modeling
Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL
Management reporting
Adaptive Insights, a Workday company
8.0
Microsoft Dynamics SL

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Microsoft Dynamics SL
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Microsoft Dynamics SL
Journal entries and reports
Adaptive Insights, a Workday company
5.7
Microsoft Dynamics SL
Multi-currency management
Adaptive Insights, a Workday company
7.4
Microsoft Dynamics SL
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Microsoft Dynamics SL
Minority Ownership
Adaptive Insights, a Workday company
6.9
Microsoft Dynamics SL
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Microsoft Dynamics SL
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Microsoft Dynamics SL

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
Microsoft Dynamics SL
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Microsoft Dynamics SL
Management Reporting
Adaptive Insights, a Workday company
8.4
Microsoft Dynamics SL
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
Microsoft Dynamics SL
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
Microsoft Dynamics SL
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
Microsoft Dynamics SL

Analytics

Adaptive Insights, a Workday company
7.5
Microsoft Dynamics SL
Personalized dashboards
Adaptive Insights, a Workday company
7.3
Microsoft Dynamics SL
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
Microsoft Dynamics SL
KPIs
Adaptive Insights, a Workday company
7.8
Microsoft Dynamics SL
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
Microsoft Dynamics SL
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
Microsoft Dynamics SL
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
Microsoft Dynamics SL

Integration

Adaptive Insights, a Workday company
8.4
Microsoft Dynamics SL
Flat file integration
Adaptive Insights, a Workday company
8.1
Microsoft Dynamics SL
Excel data integration
Adaptive Insights, a Workday company
8.6
Microsoft Dynamics SL
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
Microsoft Dynamics SL

Payroll Management

Adaptive Insights, a Workday company
Microsoft Dynamics SL
8.5
Pay calculation
Adaptive Insights, a Workday company
Microsoft Dynamics SL
9.6
Direct deposit files
Adaptive Insights, a Workday company
Microsoft Dynamics SL
9.0
Reimbursement management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
7.0

Customization

Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
API for custom integration
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Plug-ins
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0

Security

Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.1
Single sign-on capability
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Role-based user permissions
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.2

Reporting & Analytics

Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.9
Dashboards
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.0
Standard reports
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.3
Custom reports
Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.3

General Ledger and Configurable Accounting

Adaptive Insights, a Workday company
Microsoft Dynamics SL
7.2
Accounts payable
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.9
Accounts receivable
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Global Financial Support
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Primary and Secondary Ledgers
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.2
Intercompany Accounting
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.2
Localizations
Adaptive Insights, a Workday company
Microsoft Dynamics SL
3.2
Journals and Reconciliations
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.3
Enterprise Accounting
Adaptive Insights, a Workday company
Microsoft Dynamics SL
7.0
Configurable Accounting
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.6
Centralized Rules Framework
Adaptive Insights, a Workday company
Microsoft Dynamics SL
8.0
Standardized Processes
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.5

Inventory Management

Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.3
Inventory tracking
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Location management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
1.0
Manufacturing module
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0

Order Management

Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.7
Pricing
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Order entry
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Credit card processing
Adaptive Insights, a Workday company
Microsoft Dynamics SL
7.0
Cost of goods sold
Adaptive Insights, a Workday company
Microsoft Dynamics SL
7.0
End-to-end order visibility
Adaptive Insights, a Workday company
Microsoft Dynamics SL
8.0
Order exception Resolution
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0

Subledger and Financial Process

Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.5
Automated Invoice Processing
Adaptive Insights, a Workday company
Microsoft Dynamics SL
3.7
Shared Services Payments
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Billings Management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Customer Receipt Applications
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.0
Customer Collections
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Revenue Recognition
Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.2
Cash Management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.4
Asset Management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.5
Travel & Expense Management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.0
Budgetary Control & Encumbrance Accounting
Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.5
Period Close
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Transactions Tax
Adaptive Insights, a Workday company
Microsoft Dynamics SL
7.0
Subledger Reconciliations
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.2
3rd Party Accounting Systems
Adaptive Insights, a Workday company
Microsoft Dynamics SL
7.0

Project Financial Management

Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.5
Budgeting and Forecasting
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.6
Project Costing
Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.9
Cost Capture
Adaptive Insights, a Workday company
Microsoft Dynamics SL
3.7
Capital Project Management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
8.0
Customer Invoicing
Adaptive Insights, a Workday company
Microsoft Dynamics SL
5.0
Project Revenue Recognition
Adaptive Insights, a Workday company
Microsoft Dynamics SL
2.0
Project Financial Performance Analysis
Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.2
Project Financials Dashboard
Adaptive Insights, a Workday company
Microsoft Dynamics SL
2.0
Real-time Financial Reporting
Adaptive Insights, a Workday company
Microsoft Dynamics SL
4.6

Grants Management

Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.3
Award Lifecycle Management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Spending Control
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Billing
Adaptive Insights, a Workday company
Microsoft Dynamics SL
7.0

Manufacturing

Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Production Management
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0

Supply Chain

Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0
Inventory Planning
Adaptive Insights, a Workday company
Microsoft Dynamics SL
6.0

Pros

Adaptive Insights, a Workday company

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo

Microsoft Dynamics SL

  • Field service modules (dispatch, contracts and equipment tracking) work very well for us. Each service location has control of their operations, but their service information is visible across the company.
  • Multi-company operations are a great benefit. We have 7 individual corporations operating in a single database. there is a single repository for shared information, allowing us to appear as a single seamless operation to our customers, while maintaining separate operational reports and separate and consolidated financial reporting.
  • TCO is very competitive. We have invested less than 150 K in the Product and user licenses. Our annual fees for support are under 30 K.
  • Dynamics SL has a strong independent Users Group. This resource is very valuable as I know people across the world that are a good forum for seeking answers.
  • Customization Manager and the Visual Tools software development kit allows us to easily customize and extend the functionality to meet changing business requirements. We have created solutions for Inter-Company inventory transfers, multi-currency financial reporting and many small changes to enhance productivity
Mark Schrier profile photo

Cons

Adaptive Insights, a Workday company

  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie profile photo

Microsoft Dynamics SL

  • The field service module is not multi-currency compliant. I would like to have this feature added to the product in the near future. We have customized the modules to print in multiple currencies, but the underlying data is stored in a single base currency.
  • Payroll reporting is weak. Workers compensation reporting needs a lot of work. We have outsourced the fulfillment of depository and tax reporting (W-2, tax deposits, reporting and filing.
  • Financial reports (FRx and Management Reporter) are slow and cumbersome. We have built our own financial reports and reporting trees that are much faster and more flexible.
Mark Schrier profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.6
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 SL

Microsoft Dynamics SL 5.4
Based on 8 answers
At the organization I am working for now, we do not use Microsoft Dynamics SL.
No photo available

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak profile photo

Microsoft Dynamics SL

Microsoft Dynamics SL 1.8
Based on 6 answers
It takes some getting used to, especially if you aren't very technologically savvy. But I promise, it is definitely easy to manage once you've gotten used to it.
No photo available

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
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 SL

Microsoft Dynamics SL 9.9
Based on 2 answers
We have had only one unplanned outage for 2 hours in the last 30 months. We shut down for 30 min to 1 hour once a month, but that is for Microsoft OS updates to the servers. Being a 24/7 world wide operation, the reliability is really important. We do get an 8 hour window on the weekend that we can be down for a short period to install Microsoft Dynamics SL updates, but we do not have many of those. On our last version upgrade, we shut the users out at 9:30 am and were fully operational in less than 6 hours. The upgrade was New SQL server, New SL server and 2 new Citrix servers.
Mark Schrier profile photo

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
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 SL

Microsoft Dynamics SL 1.0
Based on 1 answer
No answer on this topic is available.

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
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 SL

Microsoft Dynamics SL 9.5
Based on 4 answers
Support is only used when needed, so unfortunately ,they get all the odd issues. It's a difficult business, but Microsoft and our firm do a great job of meeting customer needs. We get routine feedback that our support services are very good.
Bill Aiton profile photo

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
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

Microsoft Dynamics SL

Microsoft Dynamics SL 1.0
Based on 1 answer
No answer on this topic is available.

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
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

Microsoft Dynamics SL

Microsoft Dynamics SL 9.0
Based on 4 answers
Just to let it take its course. The implementation for me once I became a part of my former organization was pretty seamless. Just get to know the basics and call the support team to ask questions if you need help on an issue, should they arise. They are ready, willing, and able to help!
No photo available

Alternatives Considered

Adaptive Insights, a Workday company

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

Microsoft Dynamics SL

They were both pretty easy to use, but I started using Microsoft Dynamics SL so it was a matter of knowing and becoming familiar with this program first. I became very accustomed to the modules and how to navigate the program.
No photo available

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
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 SL

Microsoft Dynamics SL 1.4
Based on 2 answers
Since the backbone of the database is MS SQLServer, the database can be easily scaled.
Mark Schrier profile photo

Return on Investment

Adaptive Insights, a Workday company

  • Month-end reporting: It's hard to say how much time Adaptive Insights has provided, but I can say we no longer have formula errors in Excel reports and refreshing financial statements every month only takes a couple of clicks.
  • Budgeting/forecasting: We have saved a tremendous amount of time in our budgeting cycle. After importing a budget in Adaptive Insights and setting up the model with formulas, we are able to copy the most recent budget version into the next budget version and review. Being able to budget in Adaptive Insights also removes the possibility of formula and linking errors that come with Excel.
Denise Lewis profile photo

Microsoft Dynamics SL

  • n/a, we are resellers
No photo available

Screenshots

Pricing Details

Adaptive Insights, a Workday company

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

Microsoft Dynamics SL

General

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

Add comparison