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 9 out of 101

Add comparison

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

PlanGuru

I suggest becoming fully familiar with the program before first time use as it can become costly and a charge off to a client would not be practical.
No photo available

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

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
  • Allows for several different scenarios for the same company
  • Modification in specifications alterable
  • Allows for changes at any level with several criteria.
No photo available

Cons

  • Reporting. I need to save the reports into my personal folder, and then transfer to the new budget folder. I then need to update the time periods for the new budget season.
  • Required fields. Managers many times think they are done, but didn't complete information. Hard to always identify missing information. Better if I could label columns or fields as required and could report on fields not completed.
Bryan Schmidt profile photo
  • Can be a bit complicated for new users.
No photo available

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Kevin Bradshaw profile photo
PlanGuru7.0
Based on 1 answer
It hasn't really been a viable program for our office.
No photo available

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
PlanGuru8.0
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
As far as I recall, it is always up and available when I need to use it, except obviously when it announced couple of hours of down time during its upgrade or maintenance.
Lenny Wu, MBA, MA, CPA, CGA 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
PlanGuru9.0
Based on 1 answer
Great tool for projections and forecasting.
No photo available

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 was not involved in the selection process, but have interfaced with TM1 to our parent company. My personal experience has found Adaptive to have greater responsiveness.
Mikel Christopherson profile photo
We contacted PlanGuru for a low-cost module initially for use on a particular client. It has been used several times since by my department for projections. It's fairly adaptable with our QuickBooks business clients.
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
No score
No answers yet
No answers on this topic

Return on Investment

  • Our use of Adaptive could be expanded to bring greater ROI to Customer Service, Sales (especially with a better integration with Salesforce) and even Engineering but our own resources haven't allowed for this. I think that running your pipeline through Adaptive to model the true financial impact of prospective deals would be a great help in both your cash planning and in mapping your potential incentives to the Sales team.
  • Adaptive has allowed us to produce our Board packages with no additional outside resources. We anticipate this being even more streamlined once we can integrate Adaptive Connect to update our presentation automatically.
  • By providing an accurate and forward looking cash flow report, we can better manage our investments to maximize our return without the risk of short-term cash shortages.
Michael Bright profile photo
  • There hasn't really been much use of this product for some time.
No photo available

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

PlanGuru

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

PlanGuru More Information