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
37 Ratings
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Score 7.3 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

Oracle JD Edwards World

The payables module is great, easy access to what we owe and what we have paid to vendors. The flipside to this is the amount of invoices we have on certain accounts that we can't always access. The financial reports come out nicely and are easy to view, the easy accessibility to our users country-wide is nice.
Mike Duncan profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Oracle JD Edwards World
Pixel Perfect reports
Adaptive Insights
9.0
Oracle JD Edwards World
Customizable dashboards
Adaptive Insights
10.0
Oracle JD Edwards World
Report Formatting Templates
Adaptive Insights
9.0
Oracle JD Edwards World

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Oracle JD Edwards World
Publish to PDF
Adaptive Insights
8.0
Oracle JD Edwards World
Report Versioning
Adaptive Insights
8.0
Oracle JD Edwards World
Report Delivery Scheduling
Adaptive Insights
8.0
Oracle JD Edwards World

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

Adaptive Insights
8.6
Oracle JD Edwards World
Flat file integration
Adaptive Insights
8.3
Oracle JD Edwards World
Excel data integration
Adaptive Insights
8.7
Oracle JD Edwards World
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Oracle JD Edwards World

Payroll Management

Adaptive Insights
Oracle JD Edwards World
10.0
Pay calculation
Adaptive Insights
Oracle JD Edwards World
10.0
Benefit plan administration
Adaptive Insights
Oracle JD Edwards World
10.0

Security

Adaptive Insights
Oracle JD Edwards World
9.4
Single sign-on capability
Adaptive Insights
Oracle JD Edwards World
9.4
Role-based user permissions
Adaptive Insights
Oracle JD Edwards World
9.4

Reporting & Analytics

Adaptive Insights
Oracle JD Edwards World
9.5
Standard reports
Adaptive Insights
Oracle JD Edwards World
10.0
Custom reports
Adaptive Insights
Oracle JD Edwards World
9.0

General Ledger and Configurable Accounting

Adaptive Insights
Oracle JD Edwards World
9.6
Accounts payable
Adaptive Insights
Oracle JD Edwards World
9.4
Accounts receivable
Adaptive Insights
Oracle JD Edwards World
10.0
Global Financial Support
Adaptive Insights
Oracle JD Edwards World
9.0
Primary and Secondary Ledgers
Adaptive Insights
Oracle JD Edwards World
10.0
Intercompany Accounting
Adaptive Insights
Oracle JD Edwards World
9.0
Localizations
Adaptive Insights
Oracle JD Edwards World
10.0
Journals and Reconciliations
Adaptive Insights
Oracle JD Edwards World
9.0
Standardized Processes
Adaptive Insights
Oracle JD Edwards World
10.0

Inventory Management

Adaptive Insights
Oracle JD Edwards World
10.0
Inventory tracking
Adaptive Insights
Oracle JD Edwards World
10.0

Order Management

Adaptive Insights
Oracle JD Edwards World
10.0
Pricing
Adaptive Insights
Oracle JD Edwards World
10.0
Order entry
Adaptive Insights
Oracle JD Edwards World
10.0

Subledger and Financial Process

Adaptive Insights
Oracle JD Edwards World
9.4
Automated Invoice Processing
Adaptive Insights
Oracle JD Edwards World
9.4
Cash Management
Adaptive Insights
Oracle JD Edwards World
9.4
Asset Management
Adaptive Insights
Oracle JD Edwards World
9.0
Travel & Expense Management
Adaptive Insights
Oracle JD Edwards World
9.0
Period Close
Adaptive Insights
Oracle JD Edwards World
10.0

Pros

  • It's very easy to import financial data from Oracle. We import values and transaction-level details. The import (called a connector) runs every morning but we can run it on demand. The import only takes about 10 minutes to complete.
  • Adaptive launched a new reporting tool called OfficeConnect a couple of years ago. We use OfficeConnect Excel and OfficeConnect Powerpoint for nearly all of our reporting. It's very easy to build and maintain reports in this tool. Additionally, updating the Board Book each quarter can be accomplished very quickly since most of the content for the presentation is linked to Adaptive OfficeConnect excel reports.
  • It's easy to train new users on how to use Adaptive Planning. The input sheets look like an excel file and it's fairly intuitive to use. Our users enjoy being able to use one tool to access historical and forward looking data and to run their own reports. They don't need to access Oracle to conduct research since it's all available in Adaptive.
Jennifer Summitt profile photo
  • The payables module is great, easy access to what we have paid and what we need to pay.
  • We can do all of our financial statements, it helps get our P7L's out in timely matter each month.
  • The easy integration with our image system, makes it accesilble for users to click on invoice numbers in JDE and get an image of that invoice.
Mike Duncan profile photo

Cons

  • There is always room for improvement with speed. Many users are used to Excel which has instant results when you change a formula. Although it is just a couple seconds to refresh, this can deter some users.
  • Having a feature to highlight a cell in a cube or modeled sheet would be helpful. People use this all the time in Excel to draw attention to a particular data point.
Justin Wade profile photo
  • One issue is the number of records I can access, wish it was more
  • We have large vendors with thousands of invoices, and I can't always get to them due to size.
  • Sometimes hard to change reports.
Mike Duncan 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
There is a learning curve to using Adaptive but it is easily overcome with regular use. Once a user is comfortable with the tool it is easy to navigate and faster than moving between and maintaining multiple files as was required before Adaptive was implemented.
Justin Wade profile photo
No score
No answers yet
No answers on this topic

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
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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski 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

I have used Hyperion and TM1 solutions in the past.
Hyperion was expensive and difficult to implement, requires more technical knowledge to set up the business rules for more more hands on IT support.
TM1 was a great tool for FP&A users. However TM1 lacked a report writer and was not a cloud based solution so access for international offices and those who traveled frequently had challenges. Adaptive offers a well-rounded solution cost effective solution with easy access, user friendly interface, built in report writer and dashboard capabilities.
Lisa VanHuystee profile photo
No other products.
Mike Duncan 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
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
No score
No answers yet
No answers on this topic

Return on Investment

  • Budget process has been shortened, while at the same time allowing greater detail. Visibility of prior activities across multiple years has provided greater understanding of the budget/forecast at the lower levels of the company.
  • Month End reporting cycles have been simplified and shortened. Reliability is increased as errors in data transfer between spreadsheets and/or files have been eliminated.
  • Weekly reporting to operating groups is now provided with significantly less resources in the accounting group. Accounting team members are able to concentrate more on accuracy in the accounting entries and less on data entry into reports.
Mikel Christopherson profile photo
  • Easy way to pay our vendors.
  • Easy process for closing periods.
  • Nice financial reporting.
Mike Duncan 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

Oracle JD Edwards World

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

Oracle JD Edwards World More Information