What users are saying about

Adaptive Insights

Top Rated
204 Ratings

OSAS

4 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

OSAS

4 Ratings
Score 1.3 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

OSAS

I honestly think that it's extremely outdated and don't understand why anyone would still use it. Especially in a non-profit setting. In our field we have to be able to track revenue and expenses by funds, and with the way those funding streams tend to cross an agency or company's fiscal year, the fact that it is virtually impossible to pull the information in that manner restricts a finance department more than anything.
Jessica Leffler profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Security

Adaptive Insights
OSAS
5.5
Single sign-on capability
Adaptive Insights
OSAS
5.0
Role-based user permissions
Adaptive Insights
OSAS
6.0

Reporting & Analytics

Adaptive Insights
OSAS
2.0
Standard reports
Adaptive Insights
OSAS
3.0
Custom reports
Adaptive Insights
OSAS
1.0

General Ledger and Configurable Accounting

Adaptive Insights
OSAS
1.8
Accounts payable
Adaptive Insights
OSAS
2.0

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
  • No confusing reporting.
  • Easy to follow interface.
  • Simplified experience.
Jessica Leffler profile photo

Cons

  • When trying to learn about a new feature or a feature I have not used previously it is sometimes difficult to find that information on the help section.
  • Adaptive can be deployed through consultants when they do not have specialized knowledge like higher education. This sometimes makes it difficult to determine who to contact when experiencing issues with the model after implementation.
  • You are limited to one master chart of accounts. When you have multiple businesses this can cause some difficulties that can be overcome, but takes additional thought and planning and can cause issues when making changes.
Brian Kyslinger profile photo
  • Not user-friendly or intuitive in the least. Even with the instruction manual, it's like part of it is missing or you are expected to know certain items before even looking.
  • Reporting is very basic and impossible to customize on the user's end. You must have tech support build them for you. Also, no cross fiscal year reporting.
  • Can't cut only one check if you have other invoices already entered in the batch.
  • The chart of account codes are not independent. You must build your whole GL for each fund source or program, which leaves you with an unwieldy chart of accounts.
Jessica Leffler profile photo

Likelihood to Renew

Adaptive Insights8.5
Based on 32 answers
Our company is upgrading our SAP system this year and exploring one of the SAP reporting modules, but I don't think it will affect our renewal of Adaptive, especially since I know they are going to roll out an Office integration tool later this year.
Chris Snelling, CFA profile photo
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
The reports are exactly what we need however accessing it from the various sections is not as simple as it should be
Jessalyn Ka 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 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
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
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

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis profile photo
If you've used CYMA, you'll be familiar with the way OSAS builds the GL, however CYMA is light years ahead of OSAS. If you've used anything like Abila MIP, you'll understand the comparison when I say "Abila is like using power tools to build your bookcase, CYMA is like using a hand saw and hammer, and OSAS is using a chisel to carve one out of wood." They all will get the job done and at the end of the day, you have a book case. But depending on which tools you use will either be ready for a library or a couple of small tomes. I didn't select OSAS, and never would it have been given consideration to be used as my accounting software
Jessica Leffler profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
This is one of the best features as personnel in different areas at different sites can work together on the budget, forecast or "what-if" models.
Harry Vasels 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

  • Adaptive provides for good forecasting based on revenue and expenditure.
  • The ability to pull different month-end reporting is a great feature.
  • The ability to share access across 11 offices statewide is very beneficial.
Jessalyn Ka profile photo
  • We have to do so much tracking of expenses by hand, that using OSAS doesn't save us any money in that respect.
  • I believe my predecessor used OSAS for over 15 years so she obviously felt comfortable with it. I can make do with it and at least track my bottom line.
  • No real reporting other than basic balance sheets.
Jessica Leffler 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

OSAS

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

OSAS More Information