What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
50 Ratings
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Score 6.5 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

Microsoft Dynamics SL

In the service series, there is a weakness in applying revenue recognition concepts which are a strong point of the project series. It is difficult to get a period sensitive WIP that could be recreated at any time for a point in time (fiscal period).
John K. Hodge, CPA profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

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

Customization

Adaptive Insights
Microsoft Dynamics SL
7.3
API for custom integration
Adaptive Insights
Microsoft Dynamics SL
6.0
Plug-ins
Adaptive Insights
Microsoft Dynamics SL
8.6

Security

Adaptive Insights
Microsoft Dynamics SL
5.2
Single sign-on capability
Adaptive Insights
Microsoft Dynamics SL
4.9
Role-based user permissions
Adaptive Insights
Microsoft Dynamics SL
5.4

Reporting & Analytics

Adaptive Insights
Microsoft Dynamics SL
2.9
Dashboards
Adaptive Insights
Microsoft Dynamics SL
2.0
Standard reports
Adaptive Insights
Microsoft Dynamics SL
3.9
Custom reports
Adaptive Insights
Microsoft Dynamics SL
2.9

General Ledger and Configurable Accounting

Adaptive Insights
Microsoft Dynamics SL
6.8
Accounts payable
Adaptive Insights
Microsoft Dynamics SL
6.4
Accounts receivable
Adaptive Insights
Microsoft Dynamics SL
6.0
Global Financial Support
Adaptive Insights
Microsoft Dynamics SL
6.0
Primary and Secondary Ledgers
Adaptive Insights
Microsoft Dynamics SL
5.9
Intercompany Accounting
Adaptive Insights
Microsoft Dynamics SL
4.4
Localizations
Adaptive Insights
Microsoft Dynamics SL
3.4
Journals and Reconciliations
Adaptive Insights
Microsoft Dynamics SL
5.4
Enterprise Accounting
Adaptive Insights
Microsoft Dynamics SL
7.0
Configurable Accounting
Adaptive Insights
Microsoft Dynamics SL
6.0
Standardized Processes
Adaptive Insights
Microsoft Dynamics SL
3.0

Inventory Management

Adaptive Insights
Microsoft Dynamics SL
4.3
Inventory tracking
Adaptive Insights
Microsoft Dynamics SL
6.0
Location management
Adaptive Insights
Microsoft Dynamics SL
1.0
Manufacturing module
Adaptive Insights
Microsoft Dynamics SL
6.0

Order Management

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

Subledger and Financial Process

Adaptive Insights
Microsoft Dynamics SL
4.9
Automated Invoice Processing
Adaptive Insights
Microsoft Dynamics SL
3.9
Shared Services Payments
Adaptive Insights
Microsoft Dynamics SL
6.0
Billings Management
Adaptive Insights
Microsoft Dynamics SL
6.0
Customer Receipt Applications
Adaptive Insights
Microsoft Dynamics SL
5.0
Customer Collections
Adaptive Insights
Microsoft Dynamics SL
6.0
Revenue Recognition
Adaptive Insights
Microsoft Dynamics SL
4.4
Cash Management
Adaptive Insights
Microsoft Dynamics SL
3.9
Asset Management
Adaptive Insights
Microsoft Dynamics SL
4.9
Travel & Expense Management
Adaptive Insights
Microsoft Dynamics SL
5.0
Budgetary Control & Encumbrance Accounting
Adaptive Insights
Microsoft Dynamics SL
2.0
Period Close
Adaptive Insights
Microsoft Dynamics SL
4.9
Transactions Tax
Adaptive Insights
Microsoft Dynamics SL
7.0
Subledger Reconciliations
Adaptive Insights
Microsoft Dynamics SL
4.4

Project Financial Management

Adaptive Insights
Microsoft Dynamics SL
3.6
Budgeting and Forecasting
Adaptive Insights
Microsoft Dynamics SL
4.4
Project Costing
Adaptive Insights
Microsoft Dynamics SL
3.9
Cost Capture
Adaptive Insights
Microsoft Dynamics SL
3.9
Customer Invoicing
Adaptive Insights
Microsoft Dynamics SL
5.0
Project Revenue Recognition
Adaptive Insights
Microsoft Dynamics SL
2.0
Project Financial Performance Analysis
Adaptive Insights
Microsoft Dynamics SL
4.4
Project Financials Dashboard
Adaptive Insights
Microsoft Dynamics SL
2.0
Real-time Financial Reporting
Adaptive Insights
Microsoft Dynamics SL
2.9

Grants Management

Adaptive Insights
Microsoft Dynamics SL
6.3
Award Lifecycle Management
Adaptive Insights
Microsoft Dynamics SL
6.0
Spending Control
Adaptive Insights
Microsoft Dynamics SL
6.0
Billing
Adaptive Insights
Microsoft Dynamics SL
7.0

Manufacturing

Adaptive Insights
Microsoft Dynamics SL
6.0
Production Management
Adaptive Insights
Microsoft Dynamics SL
6.0

Supply Chain

Adaptive Insights
Microsoft Dynamics SL
6.0
Inventory Planning
Adaptive Insights
Microsoft Dynamics SL
6.0

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
  • Ability to add companies, and sub-accounts on the fly allows for the growth of the system without conversions, and flexible reporting allows for the quick utilization of the data.
  • Multi-Company allows for easy and automated data entry and reporting across multiple legal entities and business segments.
  • Multi-Company also allows for easy centralization of business processes (AP check writing and Fixed Assets for example), while spreading data entry across the enterprise.
  • Ability to Copy/Paste into Dynamics SL has always been a strength- especially from Excel. The additional power of being able to use Excel for a myriad of calculations, including complex allocations, and formatting the result into a JE to paste directly into the Journal Entry Screen has saved countless hours in data-entry, and made re-use of complex items very easy.
Jerry McLellan, CPA profile photo

Cons

  • When we purchased the software, there was no template model for SaaS companies. Given Adaptive itself is a SaaS company, we had hoped that we would receive a template that would have saved us some time upfront in building our models. And we probably would have to build some out differently. But I understand this may be an option for new customers.
  • Some basic functionality like YTD calculations are not built into the formula functionality. You have to manually build this into the formula yourself. But it is an easy fix. It just would be nice to have that, as most companies would be interested in a YTD calc.
  • Being able to format reports/dashboards a bit better with +/- variance differentiators
Meghan Gardiner, CPA, CA profile photo
  • Not Intuitive - A lot of the functionality of Dynamics is not intuitive. For example, when you are on a field where you can enter information from a pick list, you have to hit F3 to show the list. Once you get used to it, it's no big deal, but the initial learning curve is pretty high if you are trying to learn it on your own.
  • Reporting - The reporting feature is another area that is just not intuitive. There are a lot of canned reports that are separated by module, but you have to know how to use the feature to even get a basic report to work properly. I've been on the system for almost 10 years and I there are still some basic reports that I struggle to run if they're not ones that I use regularly (ex. an Aged A/R or customer statement for a single customer). The export to Excel leaves a lot to desire as well since the reports always have to be reformatted manually to even be usable.
  • Integration with other Systems - We use a separate CRM and quoting system to track customers and create sales quotes. Once the quotes are created, they have to be imported into Dynamics using a integration tool. The import crashes frequently and there are a lot of bugs.
  • Sales Tax - Dynamics does allow for the use of sales tax, but it is not very robust. We use a third party to import sales tax rates every month. Our sales tax is a little more complex than what the system can handle so we end up doing a lot of manual adjustments and double check every invoice before it is processed.
No photo available

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
At this point we have set up our reporting to integrate with Adaptive. We have spent some non-recurring money to set up and populate the system. Switching at this point would only be an option if we were unhappy with the decision. This might seem like I am side-stepping the issue but I think an important point is being made. Whatever system you decide to go with, changing later is costly and unproductive. We chose Adaptive and have absolutely no regrets. We are currently at a crossroads here at Teachscape and are looking at several different potential options. If we were still relying on a 20 to 40 sheet Excel workbook with thousands of links and formulas, I don't think I would be able to sleep at night. Adaptive gives me a greater level of comfort.
Michael Bright profile photo
Microsoft Dynamics SL5.4
Based on 8 answers
It is a well established erp system supported by Microsoft. Microsoft is constantly looking to improve the product.
No photo available

Usability

Adaptive Insights7.7
Based on 75 answers
Fairly easy to get trained on the system and how to build models. Within 3 days of hands-on training, we build out robust capacity models on our own. Reports and dashboards are drag and drop to create.
Meghan Gardiner, CPA, CA profile photo
Microsoft Dynamics SL1.8
Based on 6 answers
I rate it a 10 because we have removed the fields we don't need so users can really crank the data into the system. The software was designed for the professional services firm in mind but does a tremendous job for construction firms and "blended" companies that are both distribution firms but project centric as well. Perhaps they drop ship inventory to a project where their employees or subs need to work on a project for example.
Jack Boyer, MCP, CPA (Inactive) profile photo

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg profile photo
Microsoft Dynamics SL9.9
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 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 SL1.0
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 SL9.5
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 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
Microsoft Dynamics SL1.0
Based on 1 answer
No answer on this topic is available.

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 SL9.0
Based on 4 answers
Don't use a firm to help you unless they have a fair amount of experience. This product is deep and broad-get all the capabilities you paid for.
Jack Boyer, MCP, CPA (Inactive) 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

We did not go through a full-blown software selection process, nor have I used other products in the past. Previous to Adaptive, we used Management Reporter (formerly FRx, now part of Microsoft Dynamics GP) for our financial statements, and Excel for our budgeting. Adaptive is far superior to either of those.We pursued Adaptive mainly through word of mouth. When discussing the availability of products with other accounting professionals, it was clear Adaptive was becoming the industry leader for our company size. We had a demo of the product presented by them. Since we liked it so much, we decided to go with them even though we had not reviewed other products.
Jack Kersjes profile photo
SL is lacking in various places for a direct sales type of company plan. Currently, we are looking into other options and have decided on Microsoft Dynamics AX as a solution. The move to AX will allow us to keep ordering in one system instead of two (right now we are forcing SL and another program to speak to each other = Giant mess), and it will also be a better springboard for getting us into a mobile app position with our consultants. Unfortunately, years of SL in this environment has not proven to be a good solution at this time, and we are moving in a different direction
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
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
Microsoft Dynamics SL1.4
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

  • Once Adaptive was deployed we shorten our budget input cycle from about 1 month to 1 week for user inputs. Allowing more time to do meaningful analysis
  • With the use of office connect for BoD package reporting, I am able to quickly update a BoD deck. It usually takes about 30 minutes to an hour to change the settings in my standard reports and once this is done, if I make a change to the data in Adaptive, I can update the base reports and my PowerPoint slides are updated in a matter of seconds to minutes.
  • I estimated we save 1 to 2 FPA headcount because of Adaptive.
  • I have a 3 Year license agreement with Adaptive and because of this we receive multi year discounts.
Lisa VanHuystee profile photo
  • Increased employee efficiency. While using this program, I was able to complete payments to factories pretty seamlessly. I just had to select the invoice that was getting paid, and include it in the batch for payment.
  • Better customer service. I was able to better communicate with factories what was owed to them and why by entering the debit or credit notes and adding them to the batch to submit for payment.
No photo available

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 SL

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

Microsoft Dynamics SL More Information