What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

QuickBooks for Mac

57 Ratings
Score 7.7 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

QuickBooks for Mac

I have been on QB for approximately 5 months and so far it has allowed me to accomplish everything that my previous accounting program did and most of the tasks are more streamlined and easier to accomplish.If you start from day one using QB in your business it should be great. If you are going to transition from another accounting program to QB I would expect to experience some pain in the transition.
Steve Muench profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

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

Consolidation and Close

Adaptive Insights
7.5
QuickBooks for Mac
Financial data consolidation
Adaptive Insights
7.9
QuickBooks for Mac
Journal entries and reports
Adaptive Insights
5.5
QuickBooks for Mac
Multi-currency management
Adaptive Insights
7.7
QuickBooks for Mac
Intercompany Eliminations
Adaptive Insights
7.5
QuickBooks for Mac
Minority Ownership
Adaptive Insights
7.0
QuickBooks for Mac
Local and consolidated reporting
Adaptive Insights
8.3
QuickBooks for Mac
Detailed Audit Trails
Adaptive Insights
8.6
QuickBooks for Mac

FInancial Reporting and Compliance

Adaptive Insights
8.3
QuickBooks for Mac
Financial Statement Reporting
Adaptive Insights
9.0
QuickBooks for Mac
Management Reporting
Adaptive Insights
8.6
QuickBooks for Mac
Excel-based Reporting
Adaptive Insights
8.5
QuickBooks for Mac
Automated board and financial reporting
Adaptive Insights
8.5
QuickBooks for Mac
XBRL support for regulatory filing
Adaptive Insights
6.9
QuickBooks for Mac

Analytics

Adaptive Insights
7.6
QuickBooks for Mac
Personalized dashboards
Adaptive Insights
7.3
QuickBooks for Mac
Color-coded scorecards
Adaptive Insights
6.8
QuickBooks for Mac
KPIs
Adaptive Insights
8.0
QuickBooks for Mac
Cost and profitability analysis
Adaptive Insights
8.1
QuickBooks for Mac
Key Performance Indicator setting
Adaptive Insights
8.1
QuickBooks for Mac
Benchmarking with external data
Adaptive Insights
7.3
QuickBooks for Mac

Integration

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

Payroll Management

Adaptive Insights
QuickBooks for Mac
9.4
Pay calculation
Adaptive Insights
QuickBooks for Mac
7.0
Benefit plan administration
Adaptive Insights
QuickBooks for Mac
10.0
Direct deposit files
Adaptive Insights
QuickBooks for Mac
10.0
Salary revision and increment management
Adaptive Insights
QuickBooks for Mac
10.0
Reimbursement management
Adaptive Insights
QuickBooks for Mac
10.0

Customization

Adaptive Insights
QuickBooks for Mac
7.4
API for custom integration
Adaptive Insights
QuickBooks for Mac
7.4
Plug-ins
Adaptive Insights
QuickBooks for Mac
7.4

Security

Adaptive Insights
QuickBooks for Mac
9.2
Single sign-on capability
Adaptive Insights
QuickBooks for Mac
9.2
Role-based user permissions
Adaptive Insights
QuickBooks for Mac
9.3

Reporting & Analytics

Adaptive Insights
QuickBooks for Mac
8.5
Dashboards
Adaptive Insights
QuickBooks for Mac
7.7
Standard reports
Adaptive Insights
QuickBooks for Mac
9.0
Custom reports
Adaptive Insights
QuickBooks for Mac
8.6

General Ledger and Configurable Accounting

Adaptive Insights
QuickBooks for Mac
7.4
Accounts payable
Adaptive Insights
QuickBooks for Mac
8.4
Accounts receivable
Adaptive Insights
QuickBooks for Mac
8.3
Cash management
Adaptive Insights
QuickBooks for Mac
8.2
Bank reconciliation
Adaptive Insights
QuickBooks for Mac
8.8
Expense management
Adaptive Insights
QuickBooks for Mac
8.2
Time tracking
Adaptive Insights
QuickBooks for Mac
7.3
Fixed asset management
Adaptive Insights
QuickBooks for Mac
6.6
Multi-currency support
Adaptive Insights
QuickBooks for Mac
5.9
Multi-division support
Adaptive Insights
QuickBooks for Mac
5.9
Regulations compliance
Adaptive Insights
QuickBooks for Mac
5.3
Electronic tax filing
Adaptive Insights
QuickBooks for Mac
9.2
Self-service portal
Adaptive Insights
QuickBooks for Mac
7.9
Global Financial Support
Adaptive Insights
QuickBooks for Mac
5.3
Primary and Secondary Ledgers
Adaptive Insights
QuickBooks for Mac
6.8
Intercompany Accounting
Adaptive Insights
QuickBooks for Mac
7.4
Localizations
Adaptive Insights
QuickBooks for Mac
7.9
Journals and Reconciliations
Adaptive Insights
QuickBooks for Mac
8.6
Enterprise Accounting
Adaptive Insights
QuickBooks for Mac
10.0
Configurable Accounting
Adaptive Insights
QuickBooks for Mac
5.3
Centralized Rules Framework
Adaptive Insights
QuickBooks for Mac
5.3
Standardized Processes
Adaptive Insights
QuickBooks for Mac
9.3

Inventory Management

Adaptive Insights
QuickBooks for Mac
7.0
Inventory tracking
Adaptive Insights
QuickBooks for Mac
7.0
Automatic reordering
Adaptive Insights
QuickBooks for Mac
6.4
Location management
Adaptive Insights
QuickBooks for Mac
7.7
Manufacturing module
Adaptive Insights
QuickBooks for Mac
6.9

Order Management

Adaptive Insights
QuickBooks for Mac
7.7
Pricing
Adaptive Insights
QuickBooks for Mac
8.0
Order entry
Adaptive Insights
QuickBooks for Mac
8.2
Credit card processing
Adaptive Insights
QuickBooks for Mac
8.8
Cost of goods sold
Adaptive Insights
QuickBooks for Mac
7.8
Order Orchestration
Adaptive Insights
QuickBooks for Mac
9.4
End-to-end order visibility
Adaptive Insights
QuickBooks for Mac
5.8
Order exception Resolution
Adaptive Insights
QuickBooks for Mac
5.8

Accounting Firm BPO Features

Adaptive Insights
QuickBooks for Mac
8.8
Branded client dashboards
Adaptive Insights
QuickBooks for Mac
7.4
Client data roll-up capabilities
Adaptive Insights
QuickBooks for Mac
9.9
Client data consolidation for benchmarking
Adaptive Insights
QuickBooks for Mac
9.9
Configurable alerts
Adaptive Insights
QuickBooks for Mac
10.0
Billing bypass
Adaptive Insights
QuickBooks for Mac
9.9
Client template cloning
Adaptive Insights
QuickBooks for Mac
7.9
Single sign-on
Adaptive Insights
QuickBooks for Mac
8.7
Configurable client onboarding questions
Adaptive Insights
QuickBooks for Mac
10.0
Cross-client workflow management
Adaptive Insights
QuickBooks for Mac
7.9
Industry-specific versioning
Adaptive Insights
QuickBooks for Mac
7.9
Legacy system data migration
Adaptive Insights
QuickBooks for Mac
7.4

Pros

  • Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
  • Its features provide for good planning, budgeting, and forecasting.
  • The ability to create customized reports is a very nice touch - we are able to share this across our organization.
Jessalyn Ka profile photo
  • Recurring invoices.
  • Multi-platform support.
  • Simplified reports.
Spud Marshall 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
  • The inventory function works but lacks units of measure, assembly items, price levels, and current availability functions.
  • The payroll imports from Intuit Online Payroll, so it is not completely integrated and provides no mechanism for assigning labor costs to jobs. You have to do your own journal entries in order to add those costs to jobs.
  • There is no Accountant's version, so your accountant or bookkeeper cannot work on a copy of your file and then import changes into your company file. However, this is less of a drawback than it might sound, since the Windows implementation of this is fraught with problems as well. Just ask any accountant or bookkeeper who uses it regularly. The new facility to import journal entries from the Windows version is very nice.
  • There is no SDK for developers, so there are no third-party applications available to add functionality like improved inventory, CRM, point-of-sale, etc. Does not even integrate with QuickBooks Point of Sale.
Brent Blackburn profile photo

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
QuickBooks for Mac8.0
Based on 9 answers
I remain neutral as I am more than willing to support it and will recommend it if that is the appropriate choice.
Robyn Smithson, CB profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive is very easy to use, if you understand Excel you can use Adaptive
Lisa VanHuystee profile photo
QuickBooks for Mac8.0
Based on 3 answers
The Mac version is OK overall. I find the Windows versions to be much more robust but Mac is quite good for Mac users. Though I think die hard Mac users should consider QuickBooks Online instead as there is a new QB for Mac app that makes using QBO much better!
Robyn Smithson, CB profile photo

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo
QuickBooks for Mac9.0
Based on 1 answer
I've been using the QuickBooks online version for a little over 6 months now (upgraded from Mac desktop) and I haven't had any access issues. There have been times when it was down for service/upgrade however there is always plenty of notification time given by the Quick Books Online Support team. These upgrade maintenance time frames are always over night hours and on the weekends so everything can be worked around very easily.
Ann Shallcross 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
QuickBooks for Mac5.0
Based on 1 answer
Because the support level I get is probably not what the average user gets
Robyn Smithson, CB 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
QuickBooks for Mac5.0
Based on 1 answer
No answer on this topic is 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

Adaptive Suite gave us what we needed and fit our use case perfectly. We did short list Host Analytics and they were neck and neck with Adaptive and it was a win/win for us and we would have been successful with either tool. My familiarity with Adaptive, the simplicity of self implementation, the product vision,and the turn around time to get the company up and running made gave Adaptive the edge.
KaReese Watkins, CMA profile photo
I did not select the Mac version for my own business. I don't use a Mac but I have access to one. I do know how to use and support the Mac version. I use all of the various QB versions as necessary to support my clients on a regular basis. I still feel that QB for Mac is not where Intuit's focus is and that it is just not as robust of a program as the various Windows versions
Robyn Smithson, CB 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

  • Adaptive has definitely cut the length of our budget process/season. What used to take us 5-6 months is now down to 3 and during that time the process is much simpler and less frustrating.
  • Financially the product is far more affordable than many other solutions. We saved thousands a year by ditching our old solution and implementing Adaptive.
  • No I/T involvement is also important to note. This allows us to get started, make changes, generate reports, create new metrics when the business needs them, not when I/T can get around to it.
Kevin Bradshaw profile photo
  • Being able to support QB for Mac has helped expand my business somewhat because I don't have to turn clients away who are using it.
Robyn Smithson, CB 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

QuickBooks for Mac

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

QuickBooks for Mac More Information