What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
Top Rated
31 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
Top Rated
31 Ratings
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Score 8.1 out of 101

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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

Priority AccountEdge

If you are handling a large client list, and are selling services, it is dead easy. If you are managing/selling a physical inventory, it seems like it has great options to do that quite well (disclaimer, I do not use those functions, but I have paid attention as that functionality was built into the software). If you want to link your bank account to a bookkeeping platform, this is not the software for you (at least so far).
Dan Workman profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Priority AccountEdge
Publish to PDF
Adaptive Insights
8.0
Priority AccountEdge
Report Versioning
Adaptive Insights
8.0
Priority AccountEdge
Report Delivery Scheduling
Adaptive Insights
8.0
Priority AccountEdge

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

Adaptive Insights
Priority AccountEdge
8.0
Pay calculation
Adaptive Insights
Priority AccountEdge
8.5
Benefit plan administration
Adaptive Insights
Priority AccountEdge
7.0
Direct deposit files
Adaptive Insights
Priority AccountEdge
9.0
Salary revision and increment management
Adaptive Insights
Priority AccountEdge
7.5
Reimbursement management
Adaptive Insights
Priority AccountEdge
8.1

Security

Adaptive Insights
Priority AccountEdge
8.9
Role-based user permissions
Adaptive Insights
Priority AccountEdge
8.9

Reporting & Analytics

Adaptive Insights
Priority AccountEdge
7.7
Dashboards
Adaptive Insights
Priority AccountEdge
7.0
Standard reports
Adaptive Insights
Priority AccountEdge
8.4
Custom reports
Adaptive Insights
Priority AccountEdge
7.8

General Ledger and Configurable Accounting

Adaptive Insights
Priority AccountEdge
7.3
Accounts payable
Adaptive Insights
Priority AccountEdge
8.8
Accounts receivable
Adaptive Insights
Priority AccountEdge
8.8
Cash management
Adaptive Insights
Priority AccountEdge
8.1
Bank reconciliation
Adaptive Insights
Priority AccountEdge
6.5
Expense management
Adaptive Insights
Priority AccountEdge
7.4
Time tracking
Adaptive Insights
Priority AccountEdge
7.1
Multi-currency support
Adaptive Insights
Priority AccountEdge
9.0
Multi-division support
Adaptive Insights
Priority AccountEdge
9.1
Regulations compliance
Adaptive Insights
Priority AccountEdge
8.0
Electronic tax filing
Adaptive Insights
Priority AccountEdge
5.0
Self-service portal
Adaptive Insights
Priority AccountEdge
2.7

Inventory Management

Adaptive Insights
Priority AccountEdge
7.9
Inventory tracking
Adaptive Insights
Priority AccountEdge
7.7
Automatic reordering
Adaptive Insights
Priority AccountEdge
8.0
Location management
Adaptive Insights
Priority AccountEdge
8.0
Manufacturing module
Adaptive Insights
Priority AccountEdge
8.0

Order Management

Adaptive Insights
Priority AccountEdge
7.0
Pricing
Adaptive Insights
Priority AccountEdge
6.5
Order entry
Adaptive Insights
Priority AccountEdge
7.4
Credit card processing
Adaptive Insights
Priority AccountEdge
7.4
Cost of goods sold
Adaptive Insights
Priority AccountEdge
6.6

Customization

Adaptive Insights
Priority AccountEdge
6.5
Plug-ins
Adaptive Insights
Priority AccountEdge
6.5

Pros

  • Adaptive handles the concept of "versions" very well. This makes budgeting, forecasting, and scenario planning particularly easy. You can compare actuals vs budget, vs budget @ different rate, vs forecast or vs prior year all at the quick click of a button.
  • Multi-user, multi-location, multi-currency handled with ease within the system.
  • Adding or removing GL codes, levels or dimensions is really easy and is updated across the entire model.
  • The reporting writing part of the solution is excellent. Once the data is in, you can report any parameter against any other.
Andy Clifton profile photo
  • AccountEdge is great for running reports. It allows you to look up information in numerous ways. I like the fact that the Balance Sheet and Profit and Loss reports are interactive so in the screen view mode (as opposed to the printed report) you can easily drill down into accounts and transactions.
  • AccountEdge is also good at creating invoices and statements. Check printing and modifying check layout.
  • The software is quite easy to install and get up and running. The company provides a lot of information on their site, and there is a generous community on their user forum.
  • Reconciliations are fairly easy IF you are not expecting to be able to link your bank accounts to the software. AccountEdge does not do that yet (at least in the US). This is a major flaw in the software--one that I hope is addressed in the very near future.
  • I like that they offer merchant services and point of purchase sales support, but I have no experience in using those capabilities.
Dan Workman profile photo

Cons

  • Users need more visibility for external reporting. If this already exists, then I would suggest more training or webcasts that cover this topic.
  • On the sales side of things, I would suggest ensuring that your NEW users are aware of the amount of training involved in learning to be an ADMIN for Adaptive Insights. Users need to be able to move beyond the implementation to active use. Yes, Adaptive makes things easy, but only if you know how to write the formulas and set things up correctly to run in the background. Hands-on training is a must! Our implementation was 3 years ago, though, so maybe things have improved somewhat since then.
  • More problem/solution-specific forums for users to interact with each other and find new and better ways of handling unique issues. Since Adaptive is so flexible, it often takes bouncing ideas off others to figure out the best way to plan for certain types of revenue or expenses.
Amy Kee, CPA profile photo
  • My biggest frustration, and one that I've mentioned to Acclivity for many years, is that it only permits opening nine windows at a time (plus the home window). I hit that limit almost daily, and then I have to decide what do I close so I can complete the transaction that needed the "9th" window.
  • The Accounts section includes two quick reports, "Analyze Profit and Loss" and "Analyze Balance Sheet. These can be filtered for the current month or any prior month in the current fiscal year. And that's fine most of the year, but at the beginning of the next year, when I haven't yet started the new fiscal year, these only go to December of the prior year. The regular reports for these can select "next year;" why can't these?
  • It would be helpful if the journal entry number would have one or two additional digits available. For example, when I am entering journal entries for a client, I would like to use a number such as CPA2014001, CPA2014002, etc. to distinguish what I enter from the "automatic" entries that AccountEdge does. But that's one more digit than AccountEdge allows, so if I had over 100 adjustments, I would run out of entry numbers.
Thomas Healy 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
Priority AccountEdge8.8
Based on 10 answers
I love Macs, and AccountEdge is the complete accounting software solution for Macs, though not the only solution and not always the best for some businesses.
Brent Blackburn profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
My rating of 9 is really a composite of two ratings. For the users, I would give it a 10. But for administrators, I would give it more of an 8. That is because there is definitely a learning curve for the admins. It has a fair level of complexity (which is necessary), especially in the formulas and certain types of sheets. It is a product worth mastering, but it does take time to learn.
Jack Kersjes profile photo
Priority AccountEdge8.2
Based on 2 answers
AccountEdge Pro & Basic is laid out in easy to use centers which compartmentalize a users needs based on departments. Along with that one can set up recurring transactions for things that repeat daily through annually and anything in between. You can set a preference for automatic posting or a user specific reminder to post the action
joAnn Ortiz profile photo

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg profile photo
Priority AccountEdge9.1
Based on 1 answer
One of the finer advantages of desktop software, it's always available. AccountEdge doesn't suffer from outages or sluggish internet like web based applications do. It's always there when you power on your device!
joAnn Ortiz profile photo

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
Priority AccountEdge5.5
Based on 2 answers
Rarely do we get support due to it costing money. Sell us on a Monthly service, bump up your CRM and Marketing and AccountEdge could easily be getting $2k/ month from us.
Jeremy Doyle profile photo

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
Priority AccountEdge7.0
Based on 1 answer
unfortunately no.
Jeremy Doyle profile photo

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

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
More complete feature set, i.e. time tracking
John Readwin 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

  • Cycle time for processing financial statements, budgets, and forecasts are greatly reduced.
  • Visibility of company metrics and drivers has been increased across the company.
  • The ease and ability to quickly create multiple forecasts using different scenarios is now available.
Jack Kersjes profile photo
  • One negative impact that AccountEdge has had on my business is the ability to have my accountant help with setup/tweaking the system as there aren't many accountants out there that are familiar with this system.
  • One positive impact that AccountEdge has had on my business is that it has provided me a more in depth, detailed understanding of my bottom line using its reports (once I figured out how to rearrange the accounts to suit my business needs).
  • Employee satisfaction will be increased once I implement AccountEdge's direct deposit feature. I've had a couple of employees say they would love to have this option but I have yet to have a chance to implement it.
Amy Griffie, MBA 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

Priority AccountEdge

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Additional Pricing Details
AccountEdge is available to new customers for $399. Optional product upgrades are released every year for $159 single-user upgrade or $249 multi-user upgrade.

Priority AccountEdge More Information