What users are saying about

Adaptive Insights

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Top Rated
206 Ratings

Adaptive Insights

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Top Rated
206 Ratings
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Score 8.6 out of 101
193 Ratings
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Score 7.8 out of 101

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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

Power BI For Office 365

Power BI Desktop does not make for good presentations. It would be good if there was a presentation mode.
Richard Lorenz profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Power BI For Office 365
8.1
Pixel Perfect reports
Adaptive Insights
9.0
Power BI For Office 365
8.0
Customizable dashboards
Adaptive Insights
10.0
Power BI For Office 365
8.3
Report Formatting Templates
Adaptive Insights
9.0
Power BI For Office 365
7.9

Ad-hoc Reporting

Adaptive Insights
8.0
Power BI For Office 365
7.6
Drill-down analysis
Adaptive Insights
9.0
Power BI For Office 365
7.3
Formatting capabilities
Adaptive Insights
7.0
Power BI For Office 365
7.3
Integration with R or other statistical packages
Adaptive Insights
8.0
Power BI For Office 365
7.9
Report sharing and collaboration
Adaptive Insights
8.0
Power BI For Office 365
7.7

Report Output and Scheduling

Adaptive Insights
8.0
Power BI For Office 365
7.0
Publish to PDF
Adaptive Insights
8.0
Power BI For Office 365
8.0
Report Versioning
Adaptive Insights
8.0
Power BI For Office 365
6.5
Report Delivery Scheduling
Adaptive Insights
8.0
Power BI For Office 365
6.0
Publish to Web
Adaptive Insights
Power BI For Office 365
8.4
Delivery to Remote Servers
Adaptive Insights
Power BI For Office 365
6.0

Data Discovery and Visualization

Adaptive Insights
7.7
Power BI For Office 365
8.4
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Power BI For Office 365
8.5
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Power BI For Office 365
8.7
Predictive Analytics
Adaptive Insights
8.0
Power BI For Office 365
7.9

Access Control and Security

Adaptive Insights
9.0
Power BI For Office 365
8.5
Multi-User Support (named login)
Adaptive Insights
9.0
Power BI For Office 365
8.7
Role-Based Security Model
Adaptive Insights
9.0
Power BI For Office 365
8.7
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Power BI For Office 365
7.7
Single Sign-On (SSO)
Adaptive Insights
Power BI For Office 365
8.8

Mobile Capabilities

Adaptive Insights
8.5
Power BI For Office 365
7.9
Responsive Design for Web Access
Adaptive Insights
8.0
Power BI For Office 365
8.0
Dedicated iOS Application
Adaptive Insights
8.0
Power BI For Office 365
8.0
Dedicated Android Application
Adaptive Insights
8.0
Power BI For Office 365
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Power BI For Office 365
7.4

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Power BI For Office 365
Long-term financial planning
Adaptive Insights
8.8
Power BI For Office 365
Financial budgeting
Adaptive Insights
8.8
Power BI For Office 365
Forecasting
Adaptive Insights
9.0
Power BI For Office 365
Scenario modeling
Adaptive Insights
8.1
Power BI For Office 365
Management reporting
Adaptive Insights
8.1
Power BI For Office 365

Consolidation and Close

Adaptive Insights
7.5
Power BI For Office 365
Financial data consolidation
Adaptive Insights
7.9
Power BI For Office 365
Journal entries and reports
Adaptive Insights
5.6
Power BI For Office 365
Multi-currency management
Adaptive Insights
7.5
Power BI For Office 365
Intercompany Eliminations
Adaptive Insights
7.6
Power BI For Office 365
Minority Ownership
Adaptive Insights
7.1
Power BI For Office 365
Local and consolidated reporting
Adaptive Insights
8.3
Power BI For Office 365
Detailed Audit Trails
Adaptive Insights
8.5
Power BI For Office 365

FInancial Reporting and Compliance

Adaptive Insights
8.2
Power BI For Office 365
Financial Statement Reporting
Adaptive Insights
8.9
Power BI For Office 365
Management Reporting
Adaptive Insights
8.5
Power BI For Office 365
Excel-based Reporting
Adaptive Insights
8.3
Power BI For Office 365
Automated board and financial reporting
Adaptive Insights
8.4
Power BI For Office 365
XBRL support for regulatory filing
Adaptive Insights
7.0
Power BI For Office 365

Analytics

Adaptive Insights
7.5
Power BI For Office 365
Personalized dashboards
Adaptive Insights
7.3
Power BI For Office 365
Color-coded scorecards
Adaptive Insights
6.8
Power BI For Office 365
KPIs
Adaptive Insights
7.9
Power BI For Office 365
Cost and profitability analysis
Adaptive Insights
8.0
Power BI For Office 365
Key Performance Indicator setting
Adaptive Insights
7.9
Power BI For Office 365
Benchmarking with external data
Adaptive Insights
7.3
Power BI For Office 365

Integration

Adaptive Insights
8.5
Power BI For Office 365
Flat file integration
Adaptive Insights
8.2
Power BI For Office 365
Excel data integration
Adaptive Insights
8.7
Power BI For Office 365
Direct links to 3rd-party data sources
Adaptive Insights
8.6
Power BI For Office 365

Application Program Interfaces (APIs) / Embedding

Adaptive Insights
Power BI For Office 365
6.0
REST API
Adaptive Insights
Power BI For Office 365
6.0

Pros

  • Adaptive Insights has so many good resources and easy filtering capabilities with active searching. When you go to a section of Adaptive Insights, you will see filters at the top of the page. As you change them, the contents of the page change to suit what you're looking for. This makes it easy to find the resources you need!
  • As previously mentioned, the FP&A Glossary is a great feature due to its concise definition of many common terms in FP&A.
  • I have not had much experience with the eBooks section of Adaptive Insights, but there are is a wide variety of topics to explore, such as rolling forecasts, and best practices for controllers.
Samantha Monastra profile photo
  • Beautiful visuals
  • Ease of use
  • Powerful data manipulation language
Richard Lorenz profile photo

Cons

  • On the Infographics page, I would love to see a thumbnail of the infographic before clicking on it. In general, I love that when you hover over a box, you get a more detailed description, but I would also love the ability to hover and then click to see a thumbnail before opening the full page.
  • Similarly, I think the Videos page should have the length of each video somewhere on the squares. This would help people judge how much time they would need to watch each one all the way through, and be able to make an informed decision about how many they could watch in between meetings.
  • There is no free text search bar.
Samantha Monastra profile photo
  • Connection to Microsoft Dynamics AX 2012
  • Dashboards need to automatically update when I upload a report
  • Increase speed
Ryan Elfline 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
Power BI For Office 3659.2
Based on 4 answers
If I were a small business owner, I would likely use Power BI for Office 365 for the sheer fact that I would get the Office licensing I need, along with powerful capabilities. As a Microsoft Partner, we continue to see Microsoft invest heavily in the Power BI capabilities, and will continue to implement and support BI solutions around this product, as we believe this is in the best interest of our clients.
Ken Raetz profile photo

Usability

Adaptive Insights7.6
Based on 75 answers
Adaptive is very easy to use, but it requires some training to get comfortable with it.
Amy Kee, CPA profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg 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
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

Alternatives Considered

Other than Excel, we did not look at other systems. Key for us was also a bridge or link to our current ERP system, Intacct. I also researched retention of customers with Adaptive. I could not find any vendors who left Adaptive. Strong retention.
Bryan Schmidt profile photo
When you look at the whole MS BI stack, it is far and away the best solution. But if you are solely looking at PowerBI.com (Power BI for Office 365), it's features are limited to creating graphs and visualizations. For example, you create cubes and data models in Cognos, but you need SSAS to do this before sending the finished model to PowerBI.com.
Andrew Failor profile photo

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
  • As a Microsoft Partner implementing Business Intelligence solutions, Power BI has removed the barrier for our clients to begin the "BI journey". So often, projects get hung up in that early phase of procuring and installing/configuring expensive hardware and software. Just simply getting started and designing a beginning solution has allowed our clients to see results in 1-2 weeks using their data that might have taken months to achieve otherwise.
  • One significant ROI example is process improvement. In many cases, individuals or teams are spending days each month gathering data from multiple sources for reporting to their constituents. We are reducing these times to minutes by automating many of the data collection and integration processes that were previously manual.
Ken Raetz 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

Power BI For Office 365

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

Power BI For Office 365 More Information