What users are saying about

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
205 Ratings

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
205 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.7 out of 101
186 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.8 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

We are a medium-sized holding company, and Adaptive Insights has worked tremendously well for us! We do not currently use it to consolidate our business units, but we plan on exploring that soon. If you find yourself spending numerous hours creating financial statements and budgeting in Excel, then Adaptive Insights may be for you! It saves us an exponential amount of time in variance analysis, refreshing financial statements, and budgeting.
Denise Lewis profile photo

Power BI For Office 365

If you're already using Office 365, Power BI for O365 is an easy choice. Start playing around with the free version and then easily add individual Pro licenses with little risk. However, if you anticipate using this with many users, it can get expensive quickly.
Jeremiah Miller 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
7.9
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
8.3
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
8.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Power BI For Office 365
8.4
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Power BI For Office 365
8.6
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
8.4
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
8.7

Mobile Capabilities

Adaptive Insights
8.5
Power BI For Office 365
7.8
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
8.9
Power BI For Office 365
Financial budgeting
Adaptive Insights
8.8
Power BI For Office 365
Forecasting
Adaptive Insights
9.1
Power BI For Office 365
Scenario modeling
Adaptive Insights
8.2
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
7.6
Power BI For Office 365
Intercompany Eliminations
Adaptive Insights
7.5
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
8.3
Power BI For Office 365
Financial Statement Reporting
Adaptive Insights
9.0
Power BI For Office 365
Management Reporting
Adaptive Insights
8.6
Power BI For Office 365
Excel-based Reporting
Adaptive Insights
8.4
Power BI For Office 365
Automated board and financial reporting
Adaptive Insights
8.5
Power BI For Office 365
XBRL support for regulatory filing
Adaptive Insights
7.0
Power BI For Office 365

Analytics

Adaptive Insights
7.6
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
8.0
Power BI For Office 365
Cost and profitability analysis
Adaptive Insights
8.0
Power BI For Office 365
Key Performance Indicator setting
Adaptive Insights
8.0
Power BI For Office 365
Benchmarking with external data
Adaptive Insights
7.3
Power BI For Office 365

Integration

Adaptive Insights
8.6
Power BI For Office 365
Flat file integration
Adaptive Insights
8.3
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
8.7
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

  • Very customizable. You can set up your financial model any way you'd like based on what works best for your company. Set up is also easy to get a handle on. We had hands-on training for 3 days and were able to start building out our models on our own with minimal help afterward.
  • Reports and dashboards are extremely easy to use and build on your own. Recent updates to the dashboard/discovery pack allow users to easily drag and drop items to build interactive dashboards that execs find easy to understand.
  • Extremely easy to maintain the model. Once you have set up your model, its very easy to manage on an ongoing basis, leaving more time for analysis rather than administrative work.
Meghan Gardiner, CPA, CA profile photo
  • Ease of data import
  • Easy to learn the basic operation of the software
No photo available

Cons

  • When we purchased the software, there was no template model for SaaS companies. Given Adaptive itself is a SaaS company, we had hoped that we would receive a template that would have saved us some time upfront in building our models. And we probably would have to build some out differently. But I understand this may be an option for new customers.
  • Some basic functionality like YTD calculations are not built into the formula functionality. You have to manually build this into the formula yourself. But it is an easy fix. It just would be nice to have that, as most companies would be interested in a YTD calc.
  • Being able to format reports/dashboards a bit better with +/- variance differentiators
Meghan Gardiner, CPA, CA profile photo
  • I'd like to be able to use visuals based on different data sets in the same page.
  • The visuals are limited - I'd like to see a ribbon plot for example.
  • Would like to be able to use different data representations on the same visual. There's currently an ability to put lines on histograms but no ability to, for example, add points to a histogram or line plot. I understand some of these may be in development but you will never be able to create visuals for each possible combination. You need a way of combining two visuals into one - e.g. line and points.
  • DAX is very powerful but a bit complicated for some users. I think you need to make some of the functionality that's available in DAX exposed at the UI level.
  • The R visual gives the flexibility to plot a lot of stuff but it is limited by only being able to plot what's passed in the dataset.
  • You need a text entry box that you can filter datasets by.
Richard Lorenz 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
I will continue to recommend this suite to folks looking for a reporting and analytics solution, as I find in MOST cases, it's great at meeting almost every requirement I've been given by a multitude of clients across a range of industries. I've built Capacity Planning solutions that allowed end user input which was then submitted to SharePoint, Executive Dashboards, custom applications, simple analytical tools for teams to easily slice and dice data, and super simple reports as well as some very complicated ones. If you haven't seen the demos online, do a search, and see for yourself - this is a great BI suite! (I do not work for Microsoft, although I do consult out there from time to time. I do occasionally make a recommendation for a different BI reporting tool, but in general, find Excel can accomplish quite a bit for less money and in less time.)
No photo available

Usability

Adaptive Insights7.7
Based on 75 answers
Fairly easy to get trained on the system and how to build models. Within 3 days of hands-on training, we build out robust capacity models on our own. Reports and dashboards are drag and drop to create.
Meghan Gardiner, CPA, CA 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
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® 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
At the maximum, we have had 10 users, of which 3 were data analysts. The others were consumers of the data.
Eltjo Verweij profile photo

Alternatives Considered

We previously only used Excel for budgeting and reporting. We now use Adaptive for all budgeting and use an add-on product called Office Connect to build reports that automate our data each month. We find the Office Connect reporting a little more user-friendly than the in-house reporting feature.
Amy Kee, CPA profile photo
Tableau Desktop is a more mature product with more features but the price is what has stopped me going down this path.
Richard Lorenz 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
Power BI For Office 3658.7
Based on 9 answers
Need to be able to share pbix in sharepoint internally.
Richard Lorenz profile photo

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
Power BI For Office 3658.0
Based on 8 answers
Once the information is in the database updating is pretty smooth. I haven't heard of many complaints. Pulling for external sources appears to be working well with no serious issue. Again information is only as good as the source itself. I may get the occasional squeaky wheel on the data updates and accuracy. However overall the information is solid.
Daniel J. Lewis 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

  • Positive: We are much more efficient now than previously. The time savings alone, and our ability to focus on insights/analytics using less resources has been a great strength to our company.
Brad MacDonald profile photo
  • It's allowed us to better visualize large amounts of data.
  • It's an easy way to tie into an existing SQL database for users that don't know SQL.
No photo available

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