What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
22 Ratings
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Score 8.2 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 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

BI Standard Reporting

Adaptive Insights
9.3
QuickBooks Self-Employed
Pixel Perfect reports
Adaptive Insights
9.0
QuickBooks Self-Employed
Customizable dashboards
Adaptive Insights
10.0
QuickBooks Self-Employed
Report Formatting Templates
Adaptive Insights
9.0
QuickBooks Self-Employed

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
QuickBooks Self-Employed
Publish to PDF
Adaptive Insights
8.0
QuickBooks Self-Employed
Report Versioning
Adaptive Insights
8.0
QuickBooks Self-Employed
Report Delivery Scheduling
Adaptive Insights
8.0
QuickBooks Self-Employed

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
QuickBooks Self-Employed
Long-term financial planning
Adaptive Insights
8.9
QuickBooks Self-Employed
Financial budgeting
Adaptive Insights
8.8
QuickBooks Self-Employed
Forecasting
Adaptive Insights
9.1
QuickBooks Self-Employed
Scenario modeling
Adaptive Insights
8.2
QuickBooks Self-Employed
Management reporting
Adaptive Insights
8.1
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
5.6
QuickBooks Self-Employed
Multi-currency management
Adaptive Insights
7.6
QuickBooks Self-Employed
Intercompany Eliminations
Adaptive Insights
7.5
QuickBooks Self-Employed
Minority Ownership
Adaptive Insights
7.1
QuickBooks Self-Employed
Local and consolidated reporting
Adaptive Insights
8.3
QuickBooks Self-Employed
Detailed Audit Trails
Adaptive Insights
8.5
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
8.4
QuickBooks Self-Employed
Automated board and financial reporting
Adaptive Insights
8.5
QuickBooks Self-Employed
XBRL support for regulatory filing
Adaptive Insights
7.0
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
8.0
QuickBooks Self-Employed
Key Performance Indicator setting
Adaptive Insights
8.0
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
8.3
QuickBooks Self-Employed
Excel data integration
Adaptive Insights
8.7
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
10.0
Single sign-on capability
Adaptive Insights
QuickBooks Self-Employed
9.9
Role-based user permissions
Adaptive Insights
QuickBooks Self-Employed
10.0

Reporting & Analytics

Adaptive Insights
QuickBooks Self-Employed
7.9
Dashboards
Adaptive Insights
QuickBooks Self-Employed
8.0
Standard reports
Adaptive Insights
QuickBooks Self-Employed
7.9
Custom reports
Adaptive Insights
QuickBooks Self-Employed
7.7

General Ledger and Configurable Accounting

Adaptive Insights
QuickBooks Self-Employed
9.0
Accounts payable
Adaptive Insights
QuickBooks Self-Employed
9.8
Accounts receivable
Adaptive Insights
QuickBooks Self-Employed
9.8
Cash management
Adaptive Insights
QuickBooks Self-Employed
7.9
Bank reconciliation
Adaptive Insights
QuickBooks Self-Employed
9.4
Expense management
Adaptive Insights
QuickBooks Self-Employed
8.2
Time tracking
Adaptive Insights
QuickBooks Self-Employed
7.2
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
7.7
Self-service portal
Adaptive Insights
QuickBooks Self-Employed
9.6
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
3.6
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
5.0

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

  • 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
  • QuickBooks Self-Employed does keep a running total of your income and estimated taxes. Of course, this requires that your entries are accurate.
  • The mileage feature is particularly helpful. One just needs to either use the phone app in conjunction with QuickBooks Self-Employed, or keep a log of all mileage.
  • When tax time comes around, it's easy to use TurboTax software and import your data from QuickBooks.
Tim Vahsholtz profile photo

Cons

  • The in-house consultants who originally set up Adaptive were poor listeners - and as a result built a model that didn't work for my organization. I had to hire an outside consulting firm with more experience with nonprofits to redo my model. I lost about 1 year of usefulness as a result.
  • Mastering attributes for reporting takes time. The system can do many things, but not without lots of time and effort. I ended up hiring a consultant to build initial reports I needed. I'm comfortable enough now to edit and update, but still have some hesitancy building new reports. One difficulty I have is not knowing the impact a single change, such as the name of a field, can have on everything else associated with that named field or dimension or attribute. It would be nice to have a map showing the links between everything.
Daniel Killpack profile photo
  • Doesn't integrate with Mint, which I use for my home expenses. I think this would be a nice addition to the program, so I could keep track of my whole financial situation.
  • A Windows 10 app would be a nice addition to the program, so I could access it securely from my desktop.
Benjamin E. Jerew profile photo

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 Self-Employed10.0
Based on 1 answer
No answer on this topic is available.

Usability

Adaptive Insights7.7
Based on 75 answers
My rating of 9 is really a composite of two ratings. For the users, I would give it a 10. But for administrators, I would give it more of an 8. That is because there is definitely a learning curve for the admins. It has a fair level of complexity (which is necessary), especially in the formulas and certain types of sheets. It is a product worth mastering, but it does take time to learn.
Jack Kersjes profile photo
No score
No answers yet
No answers on this topic

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
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 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
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
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® 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

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
Honestly, this was the only option for me when I launched my business. I didn't even look at different companies for account services, since QuickBooks Self-Employed had the features and benefits that I needed to run daily operations of my business. Eventually, I will need to upgrade to a higher-level of service, but I will stick with QuickBooks when the time comes to do that.
Aaron Metzger 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
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
No score
No answers yet
No answers on this topic

Return on Investment

  • Cycle time for processing financial statements, budgets, and forecasts are greatly reduced.
  • Visibility of company metrics and drivers has been increased across the company.
  • The ease and ability to quickly create multiple forecasts using different scenarios is now available.
Jack Kersjes profile photo
  • Overall, tagging expenses and mileage has saved me thousands in taxes, for a relatively low cost of around $8/mo.
  • QuickBooks allows me to get invoices to clients quickly and accept online payments, which helps with cashflow.
  • The app has stopped tracking mileage automatically on my device, so I worry that sometimes I am not tracking business miles effectively, which could end up costing me at the EOY.
Aaron Metzger 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