What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

QuickBooks Online

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Top Rated
598 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101

QuickBooks Online

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Top Rated
598 Ratings
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Score 7.9 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

QuickBooks Online

In the past we have used QuickBooks Online to schedule vendor payment and tracking between various properties. This was helpful to us because it not only ensured that many payments to many vendors across many dates were shipped in time, but the built-in reporting and tax prep features made filing so much easier when it came to be tax time.
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Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
QuickBooks Online
Pixel Perfect reports
Adaptive Insights
9.0
QuickBooks Online
Customizable dashboards
Adaptive Insights
10.0
QuickBooks Online
Report Formatting Templates
Adaptive Insights
9.0
QuickBooks Online

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
QuickBooks Online
Publish to PDF
Adaptive Insights
8.0
QuickBooks Online
Report Versioning
Adaptive Insights
8.0
QuickBooks Online
Report Delivery Scheduling
Adaptive Insights
8.0
QuickBooks Online

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

Adaptive Insights
QuickBooks Online
7.5
Pay calculation
Adaptive Insights
QuickBooks Online
8.1
Benefit plan administration
Adaptive Insights
QuickBooks Online
7.0
Direct deposit files
Adaptive Insights
QuickBooks Online
8.8
Salary revision and increment management
Adaptive Insights
QuickBooks Online
6.3
Reimbursement management
Adaptive Insights
QuickBooks Online
7.3

Customization

Adaptive Insights
QuickBooks Online
7.7
API for custom integration
Adaptive Insights
QuickBooks Online
8.1
Plug-ins
Adaptive Insights
QuickBooks Online
7.2

Security

Adaptive Insights
QuickBooks Online
8.7
Single sign-on capability
Adaptive Insights
QuickBooks Online
9.1
Role-based user permissions
Adaptive Insights
QuickBooks Online
8.2

Reporting & Analytics

Adaptive Insights
QuickBooks Online
8.4
Dashboards
Adaptive Insights
QuickBooks Online
8.6
Standard reports
Adaptive Insights
QuickBooks Online
8.7
Custom reports
Adaptive Insights
QuickBooks Online
7.8

General Ledger and Configurable Accounting

Adaptive Insights
QuickBooks Online
8.0
Accounts payable
Adaptive Insights
QuickBooks Online
8.6
Accounts receivable
Adaptive Insights
QuickBooks Online
8.3
Cash management
Adaptive Insights
QuickBooks Online
8.1
Bank reconciliation
Adaptive Insights
QuickBooks Online
8.2
Expense management
Adaptive Insights
QuickBooks Online
8.0
Time tracking
Adaptive Insights
QuickBooks Online
6.1
Fixed asset management
Adaptive Insights
QuickBooks Online
7.2
Multi-currency support
Adaptive Insights
QuickBooks Online
7.9
Multi-division support
Adaptive Insights
QuickBooks Online
8.0
Regulations compliance
Adaptive Insights
QuickBooks Online
7.9
Electronic tax filing
Adaptive Insights
QuickBooks Online
8.3
Self-service portal
Adaptive Insights
QuickBooks Online
8.0
Global Financial Support
Adaptive Insights
QuickBooks Online
7.5
Primary and Secondary Ledgers
Adaptive Insights
QuickBooks Online
9.5
Intercompany Accounting
Adaptive Insights
QuickBooks Online
8.2
Localizations
Adaptive Insights
QuickBooks Online
7.5
Journals and Reconciliations
Adaptive Insights
QuickBooks Online
8.6
Enterprise Accounting
Adaptive Insights
QuickBooks Online
8.1
Configurable Accounting
Adaptive Insights
QuickBooks Online
7.9
Centralized Rules Framework
Adaptive Insights
QuickBooks Online
8.6
Standardized Processes
Adaptive Insights
QuickBooks Online
7.8

Inventory Management

Adaptive Insights
QuickBooks Online
8.0
Inventory tracking
Adaptive Insights
QuickBooks Online
6.2
Automatic reordering
Adaptive Insights
QuickBooks Online
8.5
Location management
Adaptive Insights
QuickBooks Online
7.3
Manufacturing module
Adaptive Insights
QuickBooks Online
10.0

Order Management

Adaptive Insights
QuickBooks Online
7.5
Pricing
Adaptive Insights
QuickBooks Online
7.1
Order entry
Adaptive Insights
QuickBooks Online
7.9
Credit card processing
Adaptive Insights
QuickBooks Online
7.7
Cost of goods sold
Adaptive Insights
QuickBooks Online
7.8
Order Orchestration
Adaptive Insights
QuickBooks Online
7.5
End-to-end order visibility
Adaptive Insights
QuickBooks Online
7.5
Order exception Resolution
Adaptive Insights
QuickBooks Online
7.1

Accounting Firm BPO Features

Adaptive Insights
QuickBooks Online
8.0
Branded client dashboards
Adaptive Insights
QuickBooks Online
9.0
Client data roll-up capabilities
Adaptive Insights
QuickBooks Online
8.3
Client data consolidation for benchmarking
Adaptive Insights
QuickBooks Online
6.4
Configurable alerts
Adaptive Insights
QuickBooks Online
8.0
Billing bypass
Adaptive Insights
QuickBooks Online
7.8
Client template cloning
Adaptive Insights
QuickBooks Online
8.3
Single sign-on
Adaptive Insights
QuickBooks Online
9.0
Configurable client onboarding questions
Adaptive Insights
QuickBooks Online
6.7
Cross-client workflow management
Adaptive Insights
QuickBooks Online
8.3
Industry-specific versioning
Adaptive Insights
QuickBooks Online
8.3
Legacy system data migration
Adaptive Insights
QuickBooks Online
7.6

Pros

  • Financial Reporting - Building financial statements in OfficeConnect is a breeze! They are quick and easy to update on a monthly basis! The HTML reporting within Adaptive Insights is also particularly useful for department and adhoc reports!
  • Budgeting/Forecasting - Being able to budget/forecast within Adaptive Insights has significantly cut down on the time it takes to budget by utilizing formulas and assumptions within the model! We reforecast quarterly, and with Adaptive Insights, it's painless when compared to the Excel forecasting we did previously.
  • Cash Flow Statement - Creating this for the annual audit was painful before Adaptive Insights! Now, it's a simple export from Adaptive Insights.
  • Dashboards - The dashboards that can be created are endless and provide valuable insight for our executives in real-time!
Denise Lewis profile photo
  • Expense reporting. There are several reporting options making this a breeze to produce
  • Scheduling bill pay to various vendors
  • Tax preparation and getting ready to file.
No photo available

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
  • Billing: lack of automation, it's still very manual.
  • Payment gateway: it exists but it's very limited (no storage of CC or ACH for automatic payment online).
  • Payment recognition is very inefficient.
  • SaaS KPI are missing (MRR, Churn, LTV, CAC, ARPA, etc.)! I'm actually thinking of using other providers to solve these issues (like Zuora, Stripes, Kissmetrics, etc.)
Benjamin Jaboeuf 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
QuickBooks Online7.8
Based on 19 answers
It like the product 'right out of the box' and I trust Intuit will continually improve it over the years based on my experience with their desktop products. The large providers of Apps makes customizing the entire package relatively easy and seamless for a wide variety of business types.
John H. Adair CPA profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
I think that it is very intuitive and once you get to know the system it is very user-friendly.The reporting module is especially impressive with the drag and drop reporting - our business really loves this.The system looks modern and "smart" and I never hesitate to show it off to stakeholders across the business.Some of the "back end" formula set up can sometimes involve lots of heavy lifting as a power user.
Andy Clifton profile photo
QuickBooks Online8.0
Based on 10 answers
I think it provides a relatively simple and intuitive interface for client users but lacks the full functionality desired by accountants.
John H. Adair CPA profile photo

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
QuickBooks Online5.6
Based on 3 answers
While there is an app, which makes it accessible, all the features are not available.
Tya Bolton 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
QuickBooks Online7.9
Based on 2 answers
There are tab issues. When I tab the field doesn't highlight and I have to backspace or delete what is in the field. Happens on the memo field and sometimes other fields. Very time consuming.
Colleen Walker profile photo

Support

Adaptive Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo
QuickBooks Online5.0
Based on 4 answers
My calls are answered quickly and my issues resolved usually immediately.
John H. Adair CPA 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


Implementation was very easy and fast. The ability to
customize Levels and Dimensions to match our Organization’s structure and
accounting practices is great. Our organization is continually changing and
adaptive has the ability to be changed without issue.

Rose Sipin profile photo
QuickBooks Online5.2
Based on 3 answers
I'm frustrated. Wound up with two companies, have to keep switching back and forth. This is unsatisfactory!
Robin M. Robboy, CPA 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

My decision came down to Adaptive vs Host Analytics. Host made the claim that because their sheets were just like excel, you wouldn't need to learn any new commands. Rather, I thought that was a downside. I didn't want another glorified version of excel, I was looking for something different, something new. Adaptive had that. They were also far more willing to work with a nonprofit and become a partner, rather than just a vendor.
Daniel Killpack profile photo
We decided to go with something familiar and more industry standard than alternative products. QuickBooks is simple to use, familiar with many. We received some great introductory pricing and will continue using it for the intermediate future. We wish there was more church specific functionality with the software, but we didn't want to go to other products which didn't have enough of a track record to trust.
No photo available

Rating for Public Practice CPAs

No score
No answers yet
No answers on this topic
QuickBooks Online7.4
Based on 18 answers
It's easy for clients to switch to (it will upload data files from other bookkeeping software). It easy to set up and train someone new on it as long as it doesn't get too in-depth, and relatively cheap compared to other similar products. It's great for the small business owner who is just starting out, and with a monthly subscription service rather than a long-term contract, it's great for those who don't have a huge start up budget.
Lindsay Foucht 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
No score
No answers yet
No answers on this topic

Data Integration

Adaptive Insights7.6
Based on 17 answers
It is very simple to update data, both monthly actuals and budgeting data, using an Excel template or the connector.
Robin Webber 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
  • Saves time from Day 1 - that is always a good thing
  • Call wait time can be much improved - customer service can be improved
  • Don't have to worry about accounting system/software
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

QuickBooks Online

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

QuickBooks Online More Information