What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Microsoft Power BI

Top Rated
319 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Microsoft Power BI

Top Rated
319 Ratings
Score 8.1 out of 101

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Likelihood to Recommend

Adaptive Insights

It is well suited for mid-size companies to have a budgeting, forecasting, and reporting platform. The system needs data and someone to maintain it so it would not be well suited for a small company or one without a dedicated finance team.
Brian Kyslinger profile photo

Microsoft Power BI

Power BI is great at dynamically reflecting real time data. It has wonderful views of data and can narrate a story that is powerful and impressive. Decisions can be made on the overall visuals shown. BI can show you where your sales are picking up while showing you areas to focus on. The quality of your BI dashboard tremendously improves with the overall quality of your incoming data. BI has great capability to share results across the organization in a secure and safe way in almost any computer platform. Mobile phones welcome too!
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Feature Rating Comparison

Budgeting, Planning, and Forecasting

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

Consolidation and Close

Adaptive Insights
7.5
Microsoft Power BI
Financial data consolidation
Adaptive Insights
7.9
Microsoft Power BI
Journal entries and reports
Adaptive Insights
5.5
Microsoft Power BI
Multi-currency management
Adaptive Insights
7.7
Microsoft Power BI
Intercompany Eliminations
Adaptive Insights
7.5
Microsoft Power BI
Minority Ownership
Adaptive Insights
7.0
Microsoft Power BI
Local and consolidated reporting
Adaptive Insights
8.3
Microsoft Power BI
Detailed Audit Trails
Adaptive Insights
8.6
Microsoft Power BI

FInancial Reporting and Compliance

Adaptive Insights
8.3
Microsoft Power BI
Financial Statement Reporting
Adaptive Insights
9.0
Microsoft Power BI
Management Reporting
Adaptive Insights
8.6
Microsoft Power BI
Excel-based Reporting
Adaptive Insights
8.5
Microsoft Power BI
Automated board and financial reporting
Adaptive Insights
8.5
Microsoft Power BI
XBRL support for regulatory filing
Adaptive Insights
6.9
Microsoft Power BI

Analytics

Adaptive Insights
7.6
Microsoft Power BI
Personalized dashboards
Adaptive Insights
7.3
Microsoft Power BI
Color-coded scorecards
Adaptive Insights
6.8
Microsoft Power BI
KPIs
Adaptive Insights
8.0
Microsoft Power BI
Cost and profitability analysis
Adaptive Insights
8.1
Microsoft Power BI
Key Performance Indicator setting
Adaptive Insights
8.1
Microsoft Power BI
Benchmarking with external data
Adaptive Insights
7.3
Microsoft Power BI

Integration

Adaptive Insights
8.6
Microsoft Power BI
Flat file integration
Adaptive Insights
8.4
Microsoft Power BI
Excel data integration
Adaptive Insights
8.8
Microsoft Power BI
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Microsoft Power BI

BI Standard Reporting

Adaptive Insights
Microsoft Power BI
8.2
Pixel Perfect reports
Adaptive Insights
Microsoft Power BI
7.9
Customizable dashboards
Adaptive Insights
Microsoft Power BI
8.6
Report Formatting Templates
Adaptive Insights
Microsoft Power BI
8.0

Ad-hoc Reporting

Adaptive Insights
Microsoft Power BI
8.3
Drill-down analysis
Adaptive Insights
Microsoft Power BI
8.5
Formatting capabilities
Adaptive Insights
Microsoft Power BI
8.3
Integration with R or other statistical packages
Adaptive Insights
Microsoft Power BI
8.0
Report sharing and collaboration
Adaptive Insights
Microsoft Power BI
8.4

Report Output and Scheduling

Adaptive Insights
Microsoft Power BI
7.9
Publish to Web
Adaptive Insights
Microsoft Power BI
8.9
Publish to PDF
Adaptive Insights
Microsoft Power BI
7.9
Report Versioning
Adaptive Insights
Microsoft Power BI
7.7
Report Delivery Scheduling
Adaptive Insights
Microsoft Power BI
7.6
Delivery to Remote Servers
Adaptive Insights
Microsoft Power BI
7.4

Data Discovery and Visualization

Adaptive Insights
Microsoft Power BI
8.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
Microsoft Power BI
8.6
Location Analytics / Geographic Visualization
Adaptive Insights
Microsoft Power BI
8.8
Predictive Analytics
Adaptive Insights
Microsoft Power BI
7.5

Access Control and Security

Adaptive Insights
Microsoft Power BI
8.1
Multi-User Support (named login)
Adaptive Insights
Microsoft Power BI
8.5
Role-Based Security Model
Adaptive Insights
Microsoft Power BI
7.7
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
Microsoft Power BI
7.9
Single Sign-On (SSO)
Adaptive Insights
Microsoft Power BI
8.3

Mobile Capabilities

Adaptive Insights
Microsoft Power BI
8.1
Responsive Design for Web Access
Adaptive Insights
Microsoft Power BI
8.2
Dedicated iOS Application
Adaptive Insights
Microsoft Power BI
8.0
Dedicated Android Application
Adaptive Insights
Microsoft Power BI
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
Microsoft Power BI
8.2

Application Program Interfaces (APIs) / Embedding

Adaptive Insights
Microsoft Power BI
7.2
REST API
Adaptive Insights
Microsoft Power BI
7.7
Javascript API
Adaptive Insights
Microsoft Power BI
7.5
iFrames
Adaptive Insights
Microsoft Power BI
7.1
Java API
Adaptive Insights
Microsoft Power BI
6.5
Themeable User Interface (UI)
Adaptive Insights
Microsoft Power BI
7.6
Customizable Platform (Open Source)
Adaptive Insights
Microsoft Power BI
6.9

Pros

  • Discovery - monitoring KPIs. The new Discovery interface is the easiest dashboard I've ever used. I can have a new report on a Dashboard in under a minute.
  • Reporting - the click and drag graphical user interface makes it easy to design reports to answer almost any financial question. It also makes it easy to adapt a single report for 100 different users.
  • Planning - having multiple versions and multiple levels allows us to compare, contrast, monitor and manage with ease.
Daniel Killpack profile photo
  • Deep Integration with Microsoft Office Suit, Excel, Access, Power Point.
  • API compatible
  • Robust query design from basic to advance consults
Litzi Saraí Gordils Ortuño profile photo

Cons

  • Adaptive frequently releases software updates. I would like to see the company offer improved training on new features. Even though Adaptive holds a webinar following each release, it's very fast-paced and high-level and I don't learn much about the new functionality. It would be helpful if Adaptive could hold several webinars when rolling out updates, with each one focusing on just one of their products so that they could do a deeper dive on the enhancements.
  • While I very much enjoy the reporting enhancements offered with OfficeConnect, it's very easy for your spreadsheet to go sideways, meaning your rows suddenly become misaligned and the report becomes unusable. When this happens, it would be nice if the 'undo' option actually worked, but it generally doesn't. More often than not, it's faster to re-create a report from scratch rather than to try to repair a broken spreadsheet.
  • When working in Excel OfficeConnect, it's very frustrating to only have one spreadsheet open at a time. This isn't how most users utilize Excel. I would like the ability to work on multiple files simultaneously.
Jennifer Summitt profile photo
  • Connectivity with non-Microsoft tools: Power BI is great to integrate with other MS tools, but if you want to connect it with statistical or machine learning tools (R, Python, Mathlab, JMP, etc.) you might get in trouble. Tableau, for example, has an easy integration with R and Python.
  • Not all features are available in the online version: If you want to use more advanced features, you will probably need to download the desktop version of Power BI.
  • No desktop version for Mac: So, I use a Mac and I needed to use some extra features on Power BI. When I tried to download the more complete desktop version, I realized that there's no desktop version of Power BI for Mac! I had to borrow a PC from a colleague to run the analysis I wanted.
Gabriel Chiararia profile photo

Likelihood to Renew

Adaptive Insights8.5
Based on 32 answers
Intuitive and Easy to MaintainThe Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements. Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
Greg Clarke profile photo
Microsoft Power BI10.0
Based on 1 answer
I find it helpful and easy to use
jim paroly profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive operates like Excel and most business managers know Excel. Most of the effort and lift reside with the managers. There is more of a technical expertise required for maintenance, dash-boarding and report writing. But, the admin staff are fewer and can be staffed by subject matter experts.
Bryan Schmidt profile photo
Microsoft Power BI8.8
Based on 3 answers
PBI is very easy to use because of its similarity with power pivot and excel. DAX is the basic foundation language to be mastered to quickly build reports. Custom measures have been introduce to write instant DAX functions (But doesnt work all the time and need a understanding of DAX to debug). Easy to chart multiple charts and also third party charts
Rohit Acharya profile photo

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
It's never been out of action when we've needed to use it.
Lee Hawthorn 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 questions are always answered quickly.
Andrew Rosenberg 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
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® 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

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
As mentioned earlier, Power BI is not as mature as QlikView or Tableau and, as a result, is more limited in the kinds of things it's capable of. That said, it's still highly capable of fulfilling most typical BI dashboard requirements. We chose Power BI partly because of a very specific and unusual set of circumstances that wouldn't apply to anyone else, and partly because we could begin developing dashboards without having to go through the usual (lengthy) process of waiting for budget approval. Since developers can develop at no cost, we were able to begin creating dashboards while the process of getting funding for the end-users was working its way through the system.
Galen Mosier 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
Microsoft Power BI8.3
Based on 46 answers
Not used, there is no need for team work, there are two data scientists working with the Power BI solution. However there will be probably an expansion to client-side analysts in the future, then we might go into this direction.
Viktor Mulac profile photo

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
Microsoft Power BI8.4
Based on 45 answers
As mentioned earlier, the application has great connectivity features to connect to various sources (Internal or external sources of the user). This lets the user to connect to various external web pages like Oanda, Yahoo Finance, Bloomberg to get real time updates to relate the information to internal databases, so that they can derive insights, which are accurate to make a decision instantly, instead of other team performing additional analysis to come up with the results.
Sridhar Bojja profile photo

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

  • Easily will save 75% of finance team time on budgeting and planning.
  • Improved cost control, budgets, and forecasts are at the users' finger tips with actuals vs. budget vs forecast. No excuses to overspend and allows finance to be better business partners.
KaReese Watkins, CMA profile photo
  • It's a good start for setting up customized dashboards.
  • Available for all users based on Office 365 platform we have in place.
  • Doesn't really allow depth of report - specifically customization of visual displays.
Mark Metz 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

Microsoft Power BI

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

Microsoft Power BI More Information