What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
Top Rated
241 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
Top Rated
241 Ratings
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Score 8.1 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 Premier

QuickBooks Premier is not well suited to manufacturing industries, as it cannot handle the complicated inventory requirements of raw materials, work in process, and finished goods. Retailers and Wholesalers can use QuickBooks Premier as long as they have an add-on inventory tracking program or Point of Sale system that integrates with QuickBooks. Likewise, restaurants would need specialized restaurant software that integrates with QuickBooks Premier. Non-profits can use QuickBooks Premier non-profit edition, but if they use fund accounting, it will require some complicated work-arounds. QuickBooks Premier is well-suited to most construction trades, personal and professional services providers, small retailers, and rental property owners.
No photo available

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

Adaptive Insights
QuickBooks Premier
8.2
Pay calculation
Adaptive Insights
QuickBooks Premier
9.2
Benefit plan administration
Adaptive Insights
QuickBooks Premier
7.1
Direct deposit files
Adaptive Insights
QuickBooks Premier
9.5
Salary revision and increment management
Adaptive Insights
QuickBooks Premier
7.6
Reimbursement management
Adaptive Insights
QuickBooks Premier
7.6

Customization

Adaptive Insights
QuickBooks Premier
7.3
API for custom integration
Adaptive Insights
QuickBooks Premier
7.3
Plug-ins
Adaptive Insights
QuickBooks Premier
7.3

Security

Adaptive Insights
QuickBooks Premier
8.9
Single sign-on capability
Adaptive Insights
QuickBooks Premier
8.6
Role-based user permissions
Adaptive Insights
QuickBooks Premier
9.1

Reporting & Analytics

Adaptive Insights
QuickBooks Premier
8.3
Dashboards
Adaptive Insights
QuickBooks Premier
8.4
Standard reports
Adaptive Insights
QuickBooks Premier
8.3
Custom reports
Adaptive Insights
QuickBooks Premier
8.1

General Ledger and Configurable Accounting

Adaptive Insights
QuickBooks Premier
7.5
Accounts payable
Adaptive Insights
QuickBooks Premier
9.2
Accounts receivable
Adaptive Insights
QuickBooks Premier
9.2
Cash management
Adaptive Insights
QuickBooks Premier
7.6
Bank reconciliation
Adaptive Insights
QuickBooks Premier
8.5
Expense management
Adaptive Insights
QuickBooks Premier
8.8
Time tracking
Adaptive Insights
QuickBooks Premier
8.0
Fixed asset management
Adaptive Insights
QuickBooks Premier
8.4
Multi-currency support
Adaptive Insights
QuickBooks Premier
8.7
Multi-division support
Adaptive Insights
QuickBooks Premier
5.7
Regulations compliance
Adaptive Insights
QuickBooks Premier
2.9
Electronic tax filing
Adaptive Insights
QuickBooks Premier
9.2
Self-service portal
Adaptive Insights
QuickBooks Premier
7.5
Global Financial Support
Adaptive Insights
QuickBooks Premier
5.0
Primary and Secondary Ledgers
Adaptive Insights
QuickBooks Premier
5.6
Intercompany Accounting
Adaptive Insights
QuickBooks Premier
8.4
Localizations
Adaptive Insights
QuickBooks Premier
5.0
Journals and Reconciliations
Adaptive Insights
QuickBooks Premier
8.7
Enterprise Accounting
Adaptive Insights
QuickBooks Premier
9.0
Configurable Accounting
Adaptive Insights
QuickBooks Premier
6.9
Centralized Rules Framework
Adaptive Insights
QuickBooks Premier
6.5
Standardized Processes
Adaptive Insights
QuickBooks Premier
9.3

Inventory Management

Adaptive Insights
QuickBooks Premier
6.0
Inventory tracking
Adaptive Insights
QuickBooks Premier
7.7
Automatic reordering
Adaptive Insights
QuickBooks Premier
4.3
Location management
Adaptive Insights
QuickBooks Premier
9.0
Manufacturing module
Adaptive Insights
QuickBooks Premier
3.0

Order Management

Adaptive Insights
QuickBooks Premier
9.7
Pricing
Adaptive Insights
QuickBooks Premier
9.7
Order entry
Adaptive Insights
QuickBooks Premier
9.7
Credit card processing
Adaptive Insights
QuickBooks Premier
9.0
Cost of goods sold
Adaptive Insights
QuickBooks Premier
9.5
Order Orchestration
Adaptive Insights
QuickBooks Premier
10.0
End-to-end order visibility
Adaptive Insights
QuickBooks Premier
10.0

Accounting Firm BPO Features

Adaptive Insights
QuickBooks Premier
5.7
Branded client dashboards
Adaptive Insights
QuickBooks Premier
7.6
Client data roll-up capabilities
Adaptive Insights
QuickBooks Premier
5.0
Client data consolidation for benchmarking
Adaptive Insights
QuickBooks Premier
5.0
Configurable alerts
Adaptive Insights
QuickBooks Premier
5.0
Billing bypass
Adaptive Insights
QuickBooks Premier
5.0
Client template cloning
Adaptive Insights
QuickBooks Premier
5.0
Single sign-on
Adaptive Insights
QuickBooks Premier
7.6
Configurable client onboarding questions
Adaptive Insights
QuickBooks Premier
5.0
Cross-client workflow management
Adaptive Insights
QuickBooks Premier
5.0
Industry-specific versioning
Adaptive Insights
QuickBooks Premier
7.6
Legacy system data migration
Adaptive Insights
QuickBooks Premier
5.0

Pros

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak profile photo
  • Integrated credit card processing - posts automatically to customer accounts, allows online payment. It uses the most current technology.
  • It maintains a good strong history of billing and collections and provides collection letters and assistance when you have past due amounts to collect.
  • It allows you to download credit card transactions and post into the software automatically. It is easy to track spending details with this process.
No photo available

Cons

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo
  • I would like to be able to choose how i want to view accounts receivable aging. I would like some flexibility to sort and choose how to present the data.
  • For a seasoned accountant, I would like to see some of the restrictive controls that are in place for novices to be able to be relaxed so that I can easily make some entries and adjust some balances that ordinarily a regular user would not be able to do.
  • I would like to see an easy way to clear old outstanding checks that need to be reversed without affecting prior balances/history.
No photo available

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 Premier5.3
Based on 12 answers
Love it on a cost benefit schedule and the use of the program in the market.
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
QuickBooks Premier7.9
Based on 9 answers
Quickbooks is really easy to understand. You don't have to undergo a comprehensive training to be able to navigate through the accounting system modules.
Cristine Delos Santos 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 Premier8.9
Based on 5 answers
This is very reliable software, the desktop version is fast. If there is a problem, it is most likely on your own hardware!
Silvia Evans 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 Premier5.7
Based on 4 answers
It takes forever to load.
No photo available

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 Premier7.4
Based on 7 answers
The Quickbooks support is good but still has some room for improvement.
Cristine Delos Santos 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
QuickBooks Premier1.0
Based on 1 answer
No answer on this topic is available.

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 Premier7.2
Based on 7 answers
It is important to do your research. There are tutorial videos online that could help new user of this accounting system. These tutorials are straightforward and easily understandable.
Cristine Delos Santos 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 people use QuickBooks. It is more efficient to offer quality services for one product.
No photo available

Rating for Public Practice CPAs

No score
No answers yet
No answers on this topic
QuickBooks Premier8.1
Based on 27 answers
I have my clients use the same software that I use for my business. The benefits of doing this should be evident.
No photo available

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
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
QuickBooks Premier6.2
Based on 4 answers
They're getting better. Still room for improvement.
No photo available

Return on Investment

  • Staffing. Almost certain we would have had to hire a full-time budget analyst to process budgets pre-Adaptive. Savings in labor for salary and benefits is about $150 k annually.
  • Quicker ability to report and complete the budget process. Before Adaptive, the budget process took about 4 months. We have shrunk the time required to about 3 months with additional time now for analysis.
  • What if reporting. Nice to see the impact of changes in the budget with a quick turn around time to report.
Bryan Schmidt profile photo
  • Billing - electronically - leads to faster collections
  • Convenience - online payment processing by clients
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 Premier

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

QuickBooks Premier More Information