What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

QuickBooks Pro

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Top Rated
511 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101

QuickBooks Pro

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511 Ratings
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Score 8.1 out of 101

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Likelihood to Recommend

Adaptive Insights

Internally, Adaptive makes budgeting and reporting amazingly simple. External reporting has been more of a challenge, as some external users of reports want more visibility into where the numbers came from.
Amy Kee, CPA profile photo

QuickBooks Pro

I have found QuickBooks to be very well suited to small to medium sized businesses that have mostly "normal" payrolls. I have had good success in working with non-profits that use QBP to track donors and to split transactions between program and admin for tax and reporting purposes. Businesses that are very specific in their needs, like construction, or that have very complicated payrolls or vendor payments (eg commissions, percentage calcs, etc.) may benefit from a software that is more specifically designed for their needs.
Meredith Turcotte profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

Adaptive Insights
QuickBooks Pro
7.1
Pay calculation
Adaptive Insights
QuickBooks Pro
8.3
Benefit plan administration
Adaptive Insights
QuickBooks Pro
5.7
Direct deposit files
Adaptive Insights
QuickBooks Pro
7.9
Salary revision and increment management
Adaptive Insights
QuickBooks Pro
6.4
Reimbursement management
Adaptive Insights
QuickBooks Pro
7.4

Customization

Adaptive Insights
QuickBooks Pro
6.9
API for custom integration
Adaptive Insights
QuickBooks Pro
7.0
Plug-ins
Adaptive Insights
QuickBooks Pro
6.7

Security

Adaptive Insights
QuickBooks Pro
8.4
Single sign-on capability
Adaptive Insights
QuickBooks Pro
8.0
Role-based user permissions
Adaptive Insights
QuickBooks Pro
8.7

Reporting & Analytics

Adaptive Insights
QuickBooks Pro
8.2
Dashboards
Adaptive Insights
QuickBooks Pro
8.0
Standard reports
Adaptive Insights
QuickBooks Pro
8.8
Custom reports
Adaptive Insights
QuickBooks Pro
7.9

General Ledger and Configurable Accounting

Adaptive Insights
QuickBooks Pro
7.7
Accounts payable
Adaptive Insights
QuickBooks Pro
8.6
Accounts receivable
Adaptive Insights
QuickBooks Pro
8.4
Cash management
Adaptive Insights
QuickBooks Pro
8.2
Bank reconciliation
Adaptive Insights
QuickBooks Pro
8.8
Expense management
Adaptive Insights
QuickBooks Pro
8.2
Time tracking
Adaptive Insights
QuickBooks Pro
7.3
Fixed asset management
Adaptive Insights
QuickBooks Pro
7.6
Multi-currency support
Adaptive Insights
QuickBooks Pro
7.4
Multi-division support
Adaptive Insights
QuickBooks Pro
7.7
Regulations compliance
Adaptive Insights
QuickBooks Pro
7.5
Electronic tax filing
Adaptive Insights
QuickBooks Pro
8.0
Self-service portal
Adaptive Insights
QuickBooks Pro
7.9
Global Financial Support
Adaptive Insights
QuickBooks Pro
6.9
Primary and Secondary Ledgers
Adaptive Insights
QuickBooks Pro
7.5
Intercompany Accounting
Adaptive Insights
QuickBooks Pro
7.1
Localizations
Adaptive Insights
QuickBooks Pro
7.2
Journals and Reconciliations
Adaptive Insights
QuickBooks Pro
8.4
Enterprise Accounting
Adaptive Insights
QuickBooks Pro
7.5
Configurable Accounting
Adaptive Insights
QuickBooks Pro
7.3
Centralized Rules Framework
Adaptive Insights
QuickBooks Pro
6.7
Standardized Processes
Adaptive Insights
QuickBooks Pro
8.1

Inventory Management

Adaptive Insights
QuickBooks Pro
6.1
Inventory tracking
Adaptive Insights
QuickBooks Pro
7.0
Automatic reordering
Adaptive Insights
QuickBooks Pro
6.0
Location management
Adaptive Insights
QuickBooks Pro
5.8
Manufacturing module
Adaptive Insights
QuickBooks Pro
5.7

Order Management

Adaptive Insights
QuickBooks Pro
7.3
Pricing
Adaptive Insights
QuickBooks Pro
7.0
Order entry
Adaptive Insights
QuickBooks Pro
8.0
Credit card processing
Adaptive Insights
QuickBooks Pro
7.7
Cost of goods sold
Adaptive Insights
QuickBooks Pro
8.2
Order Orchestration
Adaptive Insights
QuickBooks Pro
7.1
End-to-end order visibility
Adaptive Insights
QuickBooks Pro
7.3
Order exception Resolution
Adaptive Insights
QuickBooks Pro
6.1

Accounting Firm BPO Features

Adaptive Insights
QuickBooks Pro
6.6
Branded client dashboards
Adaptive Insights
QuickBooks Pro
6.3
Client data roll-up capabilities
Adaptive Insights
QuickBooks Pro
6.4
Client data consolidation for benchmarking
Adaptive Insights
QuickBooks Pro
6.0
Configurable alerts
Adaptive Insights
QuickBooks Pro
7.6
Billing bypass
Adaptive Insights
QuickBooks Pro
6.6
Client template cloning
Adaptive Insights
QuickBooks Pro
6.5
Single sign-on
Adaptive Insights
QuickBooks Pro
8.0
Configurable client onboarding questions
Adaptive Insights
QuickBooks Pro
6.4
Cross-client workflow management
Adaptive Insights
QuickBooks Pro
6.0
Industry-specific versioning
Adaptive Insights
QuickBooks Pro
6.4
Legacy system data migration
Adaptive Insights
QuickBooks Pro
6.0

Pros

  • Adaptive allows for more detailed budgeting.
  • Adaptive allows managers to have more control over and take ownership of their budgets.
  • Adaptive integrates fairly easily to most ERP and CRM systems.
  • Through integration and the use of Office Connect, monthly and ad hoc reporting is quick and almost painless.
Amy Kee, CPA profile photo
  • Organize expenses.
  • Pay vendors.
  • Create Financial Statements.
  • Easy to reconcile bank statements.
No photo available

Cons

  • The Adaptive Planning portion of the suite is very mature and has few short-comings. The biggest improvement I can think of is the ability for formulas to cross versions.
  • The Adaptive Discovery (dashboard) portion of the suite is much less mature. There are many chart types not available that are in Excel. For example, I would like to have an X-Y scatter chart to use. Also, some of the dial (chart) types have very little formatting options (like pie charts).
  • While the object of the web-based product is to eliminate paper printing, there are times when it is necessary to print financial statements. It would be nice to print directly to pdf with the ability to format the reports.
Jack Kersjes profile photo
  • Inventory -- no inventory functions are offered on PRO... you'll need PREMIER
  • Multi-currency -- again, not available
  • More than 3 simultaneous users -- not possible, sorry!
  • No Sales Orders, Estimates, Job Costing, Progress Invoices, or Change Orders
David Worrell profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Kevin Bradshaw profile photo
QuickBooks Pro10.0
Based on 17 answers
It meets our needs the best
Kathryn McTaggart profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive operates like Excel and most business managers know Excel. Most of the effort and lift reside with the managers. There is more of a technical expertise required for maintenance, dash-boarding and report writing. But, the admin staff are fewer and can be staffed by subject matter experts.
Bryan Schmidt profile photo
QuickBooks Pro9.0
Based on 9 answers
It does require some training to get used to, it's not really something you can figure out on your own. Every company is also going to have their own custom features. But, I feel really confident using it now after months of training and scenarios
Ariel Dunay 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 Pro8.3
Based on 2 answers
I haven't experienced a time when QuickBooks Pro was unavailable when I needed it in the entire 20 years of using the software
No photo available

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 Pro8.0
Based on 7 answers
I haven't had any major issues or complaints. I think there is always room for improvement; the software isn't flawless, but it has been super helpful in creating manageable financials for our start-up business. When I have needed support help, which hasn't been real often, usually the problem is resolvable. I have occasionally had to pay extra fees for help, but nothing unreasonable.
Erika Neilson profile photo

In-Person Training

No score
No answers yet
No answers on this topic
QuickBooks Pro10.0
Based on 1 answer
Best thing I ever did was to attend a two day training seminar on QuickBooks, I learned an immense amount in a short time with hands on training by experts. I strongly recommend such training for anyone using any part of the software. It will pay for itself in the first month.
Chuck Bunn 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 Pro9.0
Based on 6 answers
We implemented the software ourselves. The training we received on the software was done by taking a community course teaching us how to use QuickBooks. It allowed me to get started with some basics of how to use the program and have not needed much assistance since completing the course work.
Erika Neilson 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

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
QuickBooks has its pros and cons. From a simplistic point of view, I definitely prefer running QuickBase, which is the software my current company uses in addition to Salesforce. QuickBooks worked really well for doing detailed reporting, however, it did have what feels like a bigger learning curve than QuickBase - but I supposed that is to be expected with a more detailed software.
Shawn Petrunak profile photo

Rating for Public Practice CPAs

No score
No answers yet
No answers on this topic
QuickBooks Pro8.5
Based on 22 answers
It's readily available, quick to set up, and clients can usually get familiar with how the software works.
Brent Bement, CPA 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
QuickBooks Pro8.0
Based on 1 answer
No answer on this topic is 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
  • I am able to keep track of my books with decent accuracy. Most of the issues I have had have been because of not knowing how to use the software, but it has the features needed to keep things going.
  • I am able to quickly see which invoices I have as outstanding, which makes keeping vendors paid on time. This is SUPER helpful for keeping track of the outgoing expenses.
  • I am also able to track Customer balances and statements easily.
Erika Neilson 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 Pro

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

QuickBooks Pro More Information