What users are saying about

Adaptive Insights

Top Rated
204 Ratings

QuickBooks Pro

Top Rated
492 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

QuickBooks Pro

Top Rated
492 Ratings
Score 8 out of 101

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Likelihood to Recommend

Adaptive Insights

Adaptive Insights is well suited for many business sizes, including small companies to companies with billions of dollars in revenue. Its flexibility with customization and the various options is very attractive.
Jessalyn Ka 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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
QuickBooks Pro
Long-term financial planning
Adaptive Insights
8.9
QuickBooks Pro
Financial budgeting
Adaptive Insights
8.9
QuickBooks Pro
Forecasting
Adaptive Insights
9.1
QuickBooks Pro
Scenario modeling
Adaptive Insights
8.3
QuickBooks Pro
Management reporting
Adaptive Insights
8.2
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
5.5
QuickBooks Pro
Multi-currency management
Adaptive Insights
7.7
QuickBooks Pro
Intercompany Eliminations
Adaptive Insights
7.5
QuickBooks Pro
Minority Ownership
Adaptive Insights
7.0
QuickBooks Pro
Local and consolidated reporting
Adaptive Insights
8.3
QuickBooks Pro
Detailed Audit Trails
Adaptive Insights
8.6
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
8.5
QuickBooks Pro
Automated board and financial reporting
Adaptive Insights
8.5
QuickBooks Pro
XBRL support for regulatory filing
Adaptive Insights
6.9
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
8.1
QuickBooks Pro
Key Performance Indicator setting
Adaptive Insights
8.1
QuickBooks Pro
Benchmarking with external data
Adaptive Insights
7.3
QuickBooks Pro

Integration

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

Payroll Management

Adaptive Insights
QuickBooks Pro
7.5
Pay calculation
Adaptive Insights
QuickBooks Pro
8.6
Benefit plan administration
Adaptive Insights
QuickBooks Pro
6.4
Direct deposit files
Adaptive Insights
QuickBooks Pro
8.4
Salary revision and increment management
Adaptive Insights
QuickBooks Pro
7.1
Reimbursement management
Adaptive Insights
QuickBooks Pro
7.2

Customization

Adaptive Insights
QuickBooks Pro
7.1
API for custom integration
Adaptive Insights
QuickBooks Pro
7.3
Plug-ins
Adaptive Insights
QuickBooks Pro
7.0

Security

Adaptive Insights
QuickBooks Pro
9.2
Single sign-on capability
Adaptive Insights
QuickBooks Pro
9.2
Role-based user permissions
Adaptive Insights
QuickBooks Pro
9.1

Reporting & Analytics

Adaptive Insights
QuickBooks Pro
8.6
Dashboards
Adaptive Insights
QuickBooks Pro
8.1
Standard reports
Adaptive Insights
QuickBooks Pro
9.3
Custom reports
Adaptive Insights
QuickBooks Pro
8.4

General Ledger and Configurable Accounting

Adaptive Insights
QuickBooks Pro
8.0
Accounts payable
Adaptive Insights
QuickBooks Pro
8.7
Accounts receivable
Adaptive Insights
QuickBooks Pro
8.6
Cash management
Adaptive Insights
QuickBooks Pro
8.3
Bank reconciliation
Adaptive Insights
QuickBooks Pro
8.8
Expense management
Adaptive Insights
QuickBooks Pro
8.4
Time tracking
Adaptive Insights
QuickBooks Pro
6.7
Fixed asset management
Adaptive Insights
QuickBooks Pro
7.9
Multi-currency support
Adaptive Insights
QuickBooks Pro
7.6
Multi-division support
Adaptive Insights
QuickBooks Pro
8.6
Regulations compliance
Adaptive Insights
QuickBooks Pro
8.6
Electronic tax filing
Adaptive Insights
QuickBooks Pro
8.3
Self-service portal
Adaptive Insights
QuickBooks Pro
8.2
Global Financial Support
Adaptive Insights
QuickBooks Pro
7.3
Primary and Secondary Ledgers
Adaptive Insights
QuickBooks Pro
7.8
Intercompany Accounting
Adaptive Insights
QuickBooks Pro
7.0
Localizations
Adaptive Insights
QuickBooks Pro
8.0
Journals and Reconciliations
Adaptive Insights
QuickBooks Pro
8.6
Enterprise Accounting
Adaptive Insights
QuickBooks Pro
8.2
Configurable Accounting
Adaptive Insights
QuickBooks Pro
7.7
Centralized Rules Framework
Adaptive Insights
QuickBooks Pro
6.4
Standardized Processes
Adaptive Insights
QuickBooks Pro
8.6

Inventory Management

Adaptive Insights
QuickBooks Pro
6.5
Inventory tracking
Adaptive Insights
QuickBooks Pro
8.0
Automatic reordering
Adaptive Insights
QuickBooks Pro
5.6
Location management
Adaptive Insights
QuickBooks Pro
7.4
Manufacturing module
Adaptive Insights
QuickBooks Pro
5.0

Order Management

Adaptive Insights
QuickBooks Pro
7.7
Pricing
Adaptive Insights
QuickBooks Pro
7.2
Order entry
Adaptive Insights
QuickBooks Pro
8.3
Credit card processing
Adaptive Insights
QuickBooks Pro
7.7
Cost of goods sold
Adaptive Insights
QuickBooks Pro
8.5
Order Orchestration
Adaptive Insights
QuickBooks Pro
7.5
End-to-end order visibility
Adaptive Insights
QuickBooks Pro
8.0
Order exception Resolution
Adaptive Insights
QuickBooks Pro
7.0

Accounting Firm BPO Features

Adaptive Insights
QuickBooks Pro
7.5
Branded client dashboards
Adaptive Insights
QuickBooks Pro
5.2
Client data roll-up capabilities
Adaptive Insights
QuickBooks Pro
8.0
Client data consolidation for benchmarking
Adaptive Insights
QuickBooks Pro
7.0
Configurable alerts
Adaptive Insights
QuickBooks Pro
8.9
Billing bypass
Adaptive Insights
QuickBooks Pro
8.0
Client template cloning
Adaptive Insights
QuickBooks Pro
8.1
Single sign-on
Adaptive Insights
QuickBooks Pro
8.5
Configurable client onboarding questions
Adaptive Insights
QuickBooks Pro
7.9
Cross-client workflow management
Adaptive Insights
QuickBooks Pro
7.1
Industry-specific versioning
Adaptive Insights
QuickBooks Pro
6.4
Legacy system data migration
Adaptive Insights
QuickBooks Pro
7.0

Pros

  • Adaptive Insights has so many good resources and easy filtering capabilities with active searching. When you go to a section of Adaptive Insights, you will see filters at the top of the page. As you change them, the contents of the page change to suit what you're looking for. This makes it easy to find the resources you need!
  • As previously mentioned, the FP&A Glossary is a great feature due to its concise definition of many common terms in FP&A.
  • I have not had much experience with the eBooks section of Adaptive Insights, but there are is a wide variety of topics to explore, such as rolling forecasts, and best practices for controllers.
Samantha Monastra profile photo
  • Check Register and Check-Writing is top-notch and intuitive
  • Reminders for tax payments, liability payments, bill payments, invoices are easy to find
  • reconciliations are laid out in a clear manner
AK Cyrway profile photo

Cons

  • When we purchased the software, there was no template model for SaaS companies. Given Adaptive itself is a SaaS company, we had hoped that we would receive a template that would have saved us some time upfront in building our models. And we probably would have to build some out differently. But I understand this may be an option for new customers.
  • Some basic functionality like YTD calculations are not built into the formula functionality. You have to manually build this into the formula yourself. But it is an easy fix. It just would be nice to have that, as most companies would be interested in a YTD calc.
  • Being able to format reports/dashboards a bit better with +/- variance differentiators
Meghan Gardiner, CPA, CA profile photo
  • The new updates coming in 2018 edition are covering some of my basic concerns and desires, for instance, the ability to stamp invoices PAST DUE within QuickBooks is going to be very useful for us.
  • I would like very much for the Bank Feeds center to work a bit less complicated perhaps direct linking to the bank as opposed to pulling the bank web address to access.
  • I work on three monitors, my current version will not allow me to utilize all three monitors. I understand the upgrade is going to fix that. I am very excited for this.
Tracie Jones 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 Pro9.6
Based on 16 answers
We've used the program for more than 20 years in our firm both with clients and as our software. For the cost and value of the program it works well for our firms needs and desires for an accounting software program. At this point to switch would not make sense.
No photo available

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 Pro7.9
Based on 7 answers
Easy to use and easy to learn.
No photo available

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We have not experienced issues when we are accessing the system.
Gary Sabulski 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 Pro7.7
Based on 6 answers
Get transferred a lot between people. Have gotten disconnected and it is impossible to get back to the same support person. Seems like always get the incorrect department for my issues and I have to be transferred. Sometimes the support people are very helpful and polite. They try to help, but are not always able to. Some support personnel are clueless when it comes to some issues.
No photo available

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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo
QuickBooks Pro8.8
Based on 5 answers
No not really. I am not an IT person. Once I knew how to use it, it was quick and easy.
No photo 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

I was not involved in the selection process, but have interfaced with TM1 to our parent company. My personal experience has found Adaptive to have greater responsiveness.
Mikel Christopherson profile photo
Haven't really used much else. Excel spreadsheets for smaller clients. QuickBooks allows us to work on clients books with the accountant's backup, while the client can still work on the current year information. General ledger provided the detail needed. Balances can be adjusted with journal entries and are pretty simple to enter.
No photo available

Rating for Public Practice CPAs

No score
No answers yet
No answers on this topic
QuickBooks Pro8.5
Based on 22 answers
We use QuickBooks for clients' records to do payroll and file tax returns. We can help clients easily keep their activity summarized on a monthly basis to see how their company performs. It is easy to copy portions or the entire file of a company as a template for another client. We can export chart of accounts, employee information, vendors, customers and other items.
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 Pro8.0
Based on 1 answer
No answer on this topic is available.

Return on Investment

  • Budget process has been shortened, while at the same time allowing greater detail. Visibility of prior activities across multiple years has provided greater understanding of the budget/forecast at the lower levels of the company.
  • Month End reporting cycles have been simplified and shortened. Reliability is increased as errors in data transfer between spreadsheets and/or files have been eliminated.
  • Weekly reporting to operating groups is now provided with significantly less resources in the accounting group. Accounting team members are able to concentrate more on accuracy in the accounting entries and less on data entry into reports.
Mikel Christopherson profile photo
  • Our expertise in QB has been a plus with both attracting and retaining clients
  • It enables us to offer a reasonably priced solution to client accounting needs.
  • We can operate more efficiently as most of our clients use QB and that makes our training more efficient.
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 Pro

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

QuickBooks Pro More Information