Likelihood to Recommend I am only going to recommend it because it is currently ubiquitous, and most accountants prefer it at the moment. I do not stand by the company, and will not use the product any longer than I have to. [I believe] the support is lousy, the product is overpriced, but it does the basics of what we need. I'm very happy for all those outside Intuit who make their living supporting QuickBooks Desktop Pro; third-party support is desperately needed. They also doubled their prices for software upgrades this year, and require those who don't pay double what the last upgrade cost, to subscribe every year for $200. If one does not subscribe beyond the first year, one will not be able to use the software beyond the first year. They are moving to a rental model even for those who refuse to use the LOUSY QuickBooks online. They were good company once. Now they just turn out bloatware that everyone uses, so the rest of us have to. I look forward to the day that an honest, better-priced competitor wipes the floor with Intuit.
Read full review Adaptive is much more versatile than most planning software, and in most ways better than Excel for planning and analytics. It is great and bringing together data from multiple sources, especially if on the Workday platform, and really allows your team to collaborate in real time without any issues unlike trying to work in Excel workbooks at the same time or needing an adminstrator to enter data for you. Power users can even update models and reports themselves and share with others. The flexibility of designing your own models is also great in allowing you to plan however granular you need and have different methods of planning for different business units but bring it all together consolidated.The reporting is the least useful feature. Yes, OfficeConnect gives you all the power of Excel and PowerPoint and is great if you can utilize it, but for now it only works on Windows when many businesses have shifted to Apple or Google platforms. Also, OfficeConnect is not fast or easy to use, like the web reports and web dashboards, which are great for quick ad-hoc reports but not great for presentation-level reports. This creates a huge disconnect in the quickness of analytics, if you want to run and show in depth analytics you'll need OfficeConnect due to the limited functionality and limited formula capabilites of Adaptive web reports which requires someone to build and maintain and refresh the OfficeConnect reports which is slow and not easily shared with other users.Also the planning functionality of the 3 sheet types have not been updated in years. Some new features or sheet types would be greatly appreciated.
Read full review Pros It is easy to manage and adjust inventory on hand. It is easy to make reports and customize them to your needs. We also use it to pay our employees directly. It is easy to make year-to-year comparisons to see where we can make improvements and the current financial situation. Read full review It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product It can be integrated with any system including ERP, BI or CRM Read full review Cons QuickBooks Desktop Pro has been around for a few years and after an update[,] they force you to look at the changes/updates before you can use [them] after updating. QuickBooks Desktop Pro does not have 2FA. QuickBooks Desktop Pro should offer a way to store backups to a personal cloud without having to map a local network drive. Tony Lamm Computer and Information Systems Manager
Read full review Variable Time Roll-ups. Different entities within our company look at "years" differently, but we're only able to specify one global time roll-up for aggregating data quickly, which can lead to some confusion. Administrative UI. Management of Access Rules and ordering sheets from an administrative point of view can be a bit tedious and have received less attention than other features recently. List Sheet Reporting. Any sheet that is a variable list of things (like People, Capital Projects, Marketing Programs) is somewhat constrained in how it can be reported on. Adaptive provides two kinds of reports but both leave something to be desired when reporting on this kind of data. Read full review Likelihood to Renew 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.
Read full review For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
Read full review Usability It is a great software that does everything a small business needs it to do, but there are just a few bugs and quirks that make additional software necessary. The slowness of the software occasionally might eventually be overshadowed by the quickness of cloud-based software though.
Read full review Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
Read full review Reliability and Availability I haven't experienced a time when QuickBooks Pro was unavailable when I needed it in the entire 20 years of using the software
Read full review There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
Read full review Performance All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
Read full review Support Rating The support team is not always easy to use or able to understand the problems. There are some difficulties understanding [...] the issues the purchaser has and the solutions are sometimes hard to implement. A lot can be avoided if the users have adequate training and security is set up correctly at implementation.
Read full review Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
Read full review In-Person Training 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.
Read full review This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
Read full review Online Training They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
Read full review Implementation Rating 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.
Read full review Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
Read full review Alternatives Considered Zoho had great end-user support and it was almost as simple to learn and was as easy to use. But its reports were not as [customizable] as QuickBooks Desktop Pro, and its job cost and department accounting [were] more cumbersome than QuickBooks Desktop Pro was. In addition, while I like an underdog (Zoho) the fact is that it is easier to find staff that [is] comfortable with QuickBooks Desktop Pro than anything else on the market.
Read full review Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
Read full review Contract Terms and Pricing Model Good read only seat access
Read full review Scalability We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
Read full review Professional Services This is now available in house at Workday which is convenient.
Read full review Return on Investment QuickBooks Desktop Pro is a no hassle accounting solution that ticks a lot of boxes. It almost never disappoints and organizations will usually keep using it for many years. If anything, the only time I've seen an organization migrate away from it is if they have specific accounting needs, or if the organization has grown to the point that they need a more robust accounting solution. Even then, QuickBooks can usually be maintained within another accounting software system for specific functions, like A/R & A/P for example. Read full review Adaptive Insights has had a positive impact on organizational expansion. With our break-even analysis we have created, what would once take place in a notebook or Excel, we have created templates and can run a conservative estimate on revenue and costs quite quickly. We have cut back on research and time on expansion by months this way, to mere hours. One negative impact is the costs with implementing connections between our other ERP systems with Adaptive Insights. Currently, we would like to have near real-time data, but cannot due to the costs. Currently, I am tasked with uploading from multiple systems and this can be time consuming, especially during a close. Overall, positively we have had an excellent experience. The ease of the functionality and the easy learning curve have enabled everyone on my team to have an enjoyable experience. Read full review ScreenShots Workday Adaptive Planning Screenshots