What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
1 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
1 Ratings
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Score 8 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

move2clouds

I think all question are covering the all scenarios.
Irfan Haider Naqvi profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
move2clouds
Pixel Perfect reports
Adaptive Insights
9.0
move2clouds
Customizable dashboards
Adaptive Insights
10.0
move2clouds
Report Formatting Templates
Adaptive Insights
9.0
move2clouds

Ad-hoc Reporting

Adaptive Insights
8.0
move2clouds
Drill-down analysis
Adaptive Insights
9.0
move2clouds
Formatting capabilities
Adaptive Insights
7.0
move2clouds
Integration with R or other statistical packages
Adaptive Insights
8.0
move2clouds
Report sharing and collaboration
Adaptive Insights
8.0
move2clouds

Report Output and Scheduling

Adaptive Insights
8.0
move2clouds
Publish to PDF
Adaptive Insights
8.0
move2clouds
Report Versioning
Adaptive Insights
8.0
move2clouds
Report Delivery Scheduling
Adaptive Insights
8.0
move2clouds

Data Discovery and Visualization

Adaptive Insights
7.7
move2clouds
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
move2clouds
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
move2clouds
Predictive Analytics
Adaptive Insights
8.0
move2clouds

Access Control and Security

Adaptive Insights
9.0
move2clouds
Multi-User Support (named login)
Adaptive Insights
9.0
move2clouds
Role-Based Security Model
Adaptive Insights
9.0
move2clouds
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
move2clouds

Mobile Capabilities

Adaptive Insights
8.5
move2clouds
Responsive Design for Web Access
Adaptive Insights
8.0
move2clouds
Dedicated iOS Application
Adaptive Insights
8.0
move2clouds
Dedicated Android Application
Adaptive Insights
8.0
move2clouds
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
move2clouds

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
move2clouds
Long-term financial planning
Adaptive Insights
8.9
move2clouds
Financial budgeting
Adaptive Insights
8.8
move2clouds
Forecasting
Adaptive Insights
9.1
move2clouds
Scenario modeling
Adaptive Insights
8.2
move2clouds
Management reporting
Adaptive Insights
8.1
move2clouds

Consolidation and Close

Adaptive Insights
7.5
move2clouds
Financial data consolidation
Adaptive Insights
7.9
move2clouds
Journal entries and reports
Adaptive Insights
5.6
move2clouds
Multi-currency management
Adaptive Insights
7.6
move2clouds
Intercompany Eliminations
Adaptive Insights
7.5
move2clouds
Minority Ownership
Adaptive Insights
7.1
move2clouds
Local and consolidated reporting
Adaptive Insights
8.3
move2clouds
Detailed Audit Trails
Adaptive Insights
8.5
move2clouds

FInancial Reporting and Compliance

Adaptive Insights
8.3
move2clouds
Financial Statement Reporting
Adaptive Insights
9.0
move2clouds
Management Reporting
Adaptive Insights
8.6
move2clouds
Excel-based Reporting
Adaptive Insights
8.4
move2clouds
Automated board and financial reporting
Adaptive Insights
8.5
move2clouds
XBRL support for regulatory filing
Adaptive Insights
7.0
move2clouds

Analytics

Adaptive Insights
7.6
move2clouds
Personalized dashboards
Adaptive Insights
7.3
move2clouds
Color-coded scorecards
Adaptive Insights
6.8
move2clouds
KPIs
Adaptive Insights
8.0
move2clouds
Cost and profitability analysis
Adaptive Insights
8.0
move2clouds
Key Performance Indicator setting
Adaptive Insights
8.0
move2clouds
Benchmarking with external data
Adaptive Insights
7.3
move2clouds

Integration

Adaptive Insights
8.6
move2clouds
Flat file integration
Adaptive Insights
8.3
move2clouds
Excel data integration
Adaptive Insights
8.7
move2clouds
Direct links to 3rd-party data sources
Adaptive Insights
8.7
move2clouds

Pros

  • 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
  • Simple and easy online accounting software.
  • Create and email invoices right from the Invoice making process.
  • Paperless Accounting Environment with move2clouds.
Irfan Haider Naqvi profile photo

Cons

  • 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
  • Inventory Management is not there.
  • I can't make estimates and quotes.
  • It does not allow me to enter purchase orders.
Irfan Haider Naqvi profile photo

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
Adaptive Insights is incredibly easy to use! OfficeConnect makes creating and updating financial reports a breeze!
Denise Lewis profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We have not experienced issues when we are accessing the system.
Gary Sabulski 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
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

My decision came down to Adaptive vs Host Analytics. Host made the claim that because their sheets were just like excel, you wouldn't need to learn any new commands. Rather, I thought that was a downside. I didn't want another glorified version of excel, I was looking for something different, something new. Adaptive had that. They were also far more willing to work with a nonprofit and become a partner, rather than just a vendor.
Daniel Killpack profile photo
Multi-User Access and Security Access Roles that have not [been] matched. Simple and easy online accounting software. Create and email invoices right from the invoice making process. Interactive dashboard, gives me hawk-eye view of all my financial affairs. Voucher approval is the best feature that I love. Now I can review and approve expenses on my own. Paperless accounting environment [is provided] with move2clouds.
Irfan Haider Naqvi 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
No score
No answers yet
No answers on this topic

Return on Investment

  • 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
  • Less personnel interference in accounting.
  • My reporting is now streamlined with interactive reports.
  • I can focus on other things that matter a lot to me.
Irfan Haider Naqvi 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

move2clouds

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

move2clouds More Information