What users are saying about

Adaptive Insights

Top Rated
204 Ratings

PlanGuru

1 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

PlanGuru

1 Ratings
Score 9 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

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

Adaptive Insights
7.5
PlanGuru
Financial data consolidation
Adaptive Insights
7.9
PlanGuru
Journal entries and reports
Adaptive Insights
5.5
PlanGuru
Multi-currency management
Adaptive Insights
7.7
PlanGuru
Intercompany Eliminations
Adaptive Insights
7.5
PlanGuru
Minority Ownership
Adaptive Insights
7.0
PlanGuru
Local and consolidated reporting
Adaptive Insights
8.3
PlanGuru
Detailed Audit Trails
Adaptive Insights
8.6
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
8.5
PlanGuru
Automated board and financial reporting
Adaptive Insights
8.5
PlanGuru
XBRL support for regulatory filing
Adaptive Insights
6.9
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
8.1
PlanGuru
Key Performance Indicator setting
Adaptive Insights
8.1
PlanGuru
Benchmarking with external data
Adaptive Insights
7.3
PlanGuru

Integration

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

Pros

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak 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

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak profile photo
  • Can be a bit complicated for new users.
No photo available

Likelihood to Renew

Adaptive Insights8.5
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
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 Insights is incredibly easy to use! OfficeConnect makes creating and updating financial reports a breeze!
Denise Lewis 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
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 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

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
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
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

  • The most positive impact has been on time. While it took some time to get things set up correctly, once we did, we were able to report results very quickly.
  • The budgeting process has gone much more quickly.
  • What-if scenarios are a little trickier. There are multiple ways you can do it. We have chosen to use assumptions for percentages and then copy the original version to a "what-if" version and change the assumption it is pointing to. However, this is a bit clunky.
  • Month-end reporting is getting faster and faster the more we automate through Adaptive.
Amy Kee, CPA 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