What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

QuickBooks Self-Employed

21 Ratings
Score 8.1 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

QuickBooks Self-Employed

QuickBooks Self-Employed is a very detailed software to keep track of your finances and tax obligations. I'm reviewing the online version here and honestly, if you are into QuickBooks, it might be worth looking into the stand-alone software version. Ideally, if you work remotely, in various places and on more than one computer (desktop or laptop) then QuickBooks online is a good idea. But the slow interface is troubling to me and I spend a lot of time going through and correcting entries QuickBooks imports from my bank account. In fact, I've gone back to my stand-alone version of Quicken.
Tim Vahsholtz profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
QuickBooks Self-Employed
Long-term financial planning
Adaptive Insights
8.9
QuickBooks Self-Employed
Financial budgeting
Adaptive Insights
8.9
QuickBooks Self-Employed
Forecasting
Adaptive Insights
9.1
QuickBooks Self-Employed
Scenario modeling
Adaptive Insights
8.3
QuickBooks Self-Employed
Management reporting
Adaptive Insights
8.2
QuickBooks Self-Employed

Consolidation and Close

Adaptive Insights
7.5
QuickBooks Self-Employed
Financial data consolidation
Adaptive Insights
7.9
QuickBooks Self-Employed
Journal entries and reports
Adaptive Insights
5.5
QuickBooks Self-Employed
Multi-currency management
Adaptive Insights
7.7
QuickBooks Self-Employed
Intercompany Eliminations
Adaptive Insights
7.5
QuickBooks Self-Employed
Minority Ownership
Adaptive Insights
7.0
QuickBooks Self-Employed
Local and consolidated reporting
Adaptive Insights
8.3
QuickBooks Self-Employed
Detailed Audit Trails
Adaptive Insights
8.6
QuickBooks Self-Employed

FInancial Reporting and Compliance

Adaptive Insights
8.3
QuickBooks Self-Employed
Financial Statement Reporting
Adaptive Insights
9.0
QuickBooks Self-Employed
Management Reporting
Adaptive Insights
8.6
QuickBooks Self-Employed
Excel-based Reporting
Adaptive Insights
8.5
QuickBooks Self-Employed
Automated board and financial reporting
Adaptive Insights
8.5
QuickBooks Self-Employed
XBRL support for regulatory filing
Adaptive Insights
6.9
QuickBooks Self-Employed

Analytics

Adaptive Insights
7.6
QuickBooks Self-Employed
Personalized dashboards
Adaptive Insights
7.3
QuickBooks Self-Employed
Color-coded scorecards
Adaptive Insights
6.8
QuickBooks Self-Employed
KPIs
Adaptive Insights
8.0
QuickBooks Self-Employed
Cost and profitability analysis
Adaptive Insights
8.1
QuickBooks Self-Employed
Key Performance Indicator setting
Adaptive Insights
8.1
QuickBooks Self-Employed
Benchmarking with external data
Adaptive Insights
7.3
QuickBooks Self-Employed

Integration

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

Payroll Management

Adaptive Insights
QuickBooks Self-Employed
10.0
Pay calculation
Adaptive Insights
QuickBooks Self-Employed
10.0
Benefit plan administration
Adaptive Insights
QuickBooks Self-Employed
10.0
Direct deposit files
Adaptive Insights
QuickBooks Self-Employed
10.0
Salary revision and increment management
Adaptive Insights
QuickBooks Self-Employed
10.0
Reimbursement management
Adaptive Insights
QuickBooks Self-Employed
10.0

Customization

Adaptive Insights
QuickBooks Self-Employed
10.0
API for custom integration
Adaptive Insights
QuickBooks Self-Employed
10.0
Plug-ins
Adaptive Insights
QuickBooks Self-Employed
10.0

Security

Adaptive Insights
QuickBooks Self-Employed
9.9
Single sign-on capability
Adaptive Insights
QuickBooks Self-Employed
9.8
Role-based user permissions
Adaptive Insights
QuickBooks Self-Employed
10.0

Reporting & Analytics

Adaptive Insights
QuickBooks Self-Employed
8.2
Dashboards
Adaptive Insights
QuickBooks Self-Employed
8.5
Standard reports
Adaptive Insights
QuickBooks Self-Employed
8.3
Custom reports
Adaptive Insights
QuickBooks Self-Employed
7.9

General Ledger and Configurable Accounting

Adaptive Insights
QuickBooks Self-Employed
9.0
Accounts payable
Adaptive Insights
QuickBooks Self-Employed
9.6
Accounts receivable
Adaptive Insights
QuickBooks Self-Employed
9.6
Cash management
Adaptive Insights
QuickBooks Self-Employed
8.1
Bank reconciliation
Adaptive Insights
QuickBooks Self-Employed
9.6
Expense management
Adaptive Insights
QuickBooks Self-Employed
7.8
Time tracking
Adaptive Insights
QuickBooks Self-Employed
7.3
Fixed asset management
Adaptive Insights
QuickBooks Self-Employed
10.0
Multi-currency support
Adaptive Insights
QuickBooks Self-Employed
10.0
Multi-division support
Adaptive Insights
QuickBooks Self-Employed
10.0
Regulations compliance
Adaptive Insights
QuickBooks Self-Employed
10.0
Electronic tax filing
Adaptive Insights
QuickBooks Self-Employed
8.4
Self-service portal
Adaptive Insights
QuickBooks Self-Employed
9.3
Global Financial Support
Adaptive Insights
QuickBooks Self-Employed
10.0
Primary and Secondary Ledgers
Adaptive Insights
QuickBooks Self-Employed
10.0
Intercompany Accounting
Adaptive Insights
QuickBooks Self-Employed
10.0
Localizations
Adaptive Insights
QuickBooks Self-Employed
10.0
Journals and Reconciliations
Adaptive Insights
QuickBooks Self-Employed
4.3
Enterprise Accounting
Adaptive Insights
QuickBooks Self-Employed
10.0
Configurable Accounting
Adaptive Insights
QuickBooks Self-Employed
10.0
Centralized Rules Framework
Adaptive Insights
QuickBooks Self-Employed
10.0
Standardized Processes
Adaptive Insights
QuickBooks Self-Employed
5.6

Inventory Management

Adaptive Insights
QuickBooks Self-Employed
10.0
Inventory tracking
Adaptive Insights
QuickBooks Self-Employed
10.0
Automatic reordering
Adaptive Insights
QuickBooks Self-Employed
10.0
Location management
Adaptive Insights
QuickBooks Self-Employed
10.0
Manufacturing module
Adaptive Insights
QuickBooks Self-Employed
10.0

Order Management

Adaptive Insights
QuickBooks Self-Employed
10.0
Pricing
Adaptive Insights
QuickBooks Self-Employed
10.0
Order entry
Adaptive Insights
QuickBooks Self-Employed
10.0
Credit card processing
Adaptive Insights
QuickBooks Self-Employed
10.0
Cost of goods sold
Adaptive Insights
QuickBooks Self-Employed
10.0
Order Orchestration
Adaptive Insights
QuickBooks Self-Employed
10.0
End-to-end order visibility
Adaptive Insights
QuickBooks Self-Employed
10.0
Order exception Resolution
Adaptive Insights
QuickBooks Self-Employed
10.0

Accounting Firm BPO Features

Adaptive Insights
QuickBooks Self-Employed
10.0
Branded client dashboards
Adaptive Insights
QuickBooks Self-Employed
10.0
Client data roll-up capabilities
Adaptive Insights
QuickBooks Self-Employed
10.0
Client data consolidation for benchmarking
Adaptive Insights
QuickBooks Self-Employed
10.0
Configurable alerts
Adaptive Insights
QuickBooks Self-Employed
10.0
Billing bypass
Adaptive Insights
QuickBooks Self-Employed
10.0
Client template cloning
Adaptive Insights
QuickBooks Self-Employed
10.0
Single sign-on
Adaptive Insights
QuickBooks Self-Employed
10.0
Configurable client onboarding questions
Adaptive Insights
QuickBooks Self-Employed
10.0
Cross-client workflow management
Adaptive Insights
QuickBooks Self-Employed
10.0
Industry-specific versioning
Adaptive Insights
QuickBooks Self-Employed
10.0
Legacy system data migration
Adaptive Insights
QuickBooks Self-Employed
10.0

Pros

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo
  • Easy to keep track of expenditures such as mileage, equipment purchases, equipment rentals, really anything we use for our business
  • Helps keep track of our income and which clients paid what.
  • It's inexpensive compared to hiring an accountant.
Nathanial Holt profile photo

Cons

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo
  • I honestly don't have anything bad to say about QuickBooks. It does everything we need it to do and more.
Nathanial Holt 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 Self-Employed10.0
Based on 1 answer
No answer on this topic is available.

Usability

Adaptive Insights7.7
Based on 75 answers
The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Samantha Monastra profile photo
No score
No answers yet
No answers on this topic

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
No score
No answers yet
No answers on this topic

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 questions are always answered quickly.
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

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
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke profile photo
No score
No answers yet
No answers on this topic

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

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis profile photo
We just trust QuickBooks more than CloudBooks because it's been on the market longer and it's not a net-based service.
Nathanial Holt 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

  • We use Adaptive Planning as our main budgeting software. Adaptive is always releasing new features to improve the functionality, and this makes working it is much more efficient.
  • Adaptive has many resources to help you use Adaptive. However, not many answers can be found on Google.
Samantha Monastra profile photo
  • Its has made it easier to concentrate on growing our business as opposed to spending a lot of time trying to manage our financials.
  • Saves us money on having to hire an accountant.
Nathanial Holt profile photo

Screenshots

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 Self-Employed

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

QuickBooks Self-Employed More Information