What users are saying about

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
205 Ratings
58 Ratings

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
205 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.7 out of 101
58 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.2 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

Sage 100

For small and medium business in the distribution and light manufacturing space, Sage 100 is probably the best bang for your buck. As a very scaleable system, you can modify the system to meet the needs of a growing business without making gross changes to the core of the system
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Sage 100
Pixel Perfect reports
Adaptive Insights
9.0
Sage 100
Customizable dashboards
Adaptive Insights
10.0
Sage 100
Report Formatting Templates
Adaptive Insights
9.0
Sage 100

Ad-hoc Reporting

Adaptive Insights
8.0
Sage 100
Drill-down analysis
Adaptive Insights
9.0
Sage 100
Formatting capabilities
Adaptive Insights
7.0
Sage 100
Integration with R or other statistical packages
Adaptive Insights
8.0
Sage 100
Report sharing and collaboration
Adaptive Insights
8.0
Sage 100

Report Output and Scheduling

Adaptive Insights
8.0
Sage 100
Publish to PDF
Adaptive Insights
8.0
Sage 100
Report Versioning
Adaptive Insights
8.0
Sage 100
Report Delivery Scheduling
Adaptive Insights
8.0
Sage 100

Data Discovery and Visualization

Adaptive Insights
7.7
Sage 100
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Sage 100
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Sage 100
Predictive Analytics
Adaptive Insights
8.0
Sage 100

Access Control and Security

Adaptive Insights
9.0
Sage 100
Multi-User Support (named login)
Adaptive Insights
9.0
Sage 100
Role-Based Security Model
Adaptive Insights
9.0
Sage 100
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Sage 100

Mobile Capabilities

Adaptive Insights
8.5
Sage 100
Responsive Design for Web Access
Adaptive Insights
8.0
Sage 100
Dedicated iOS Application
Adaptive Insights
8.0
Sage 100
Dedicated Android Application
Adaptive Insights
8.0
Sage 100
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Sage 100

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Sage 100
Long-term financial planning
Adaptive Insights
8.9
Sage 100
Financial budgeting
Adaptive Insights
8.8
Sage 100
Forecasting
Adaptive Insights
9.1
Sage 100
Scenario modeling
Adaptive Insights
8.2
Sage 100
Management reporting
Adaptive Insights
8.1
Sage 100

Consolidation and Close

Adaptive Insights
7.5
Sage 100
Financial data consolidation
Adaptive Insights
7.9
Sage 100
Journal entries and reports
Adaptive Insights
5.6
Sage 100
Multi-currency management
Adaptive Insights
7.6
Sage 100
Intercompany Eliminations
Adaptive Insights
7.5
Sage 100
Minority Ownership
Adaptive Insights
7.1
Sage 100
Local and consolidated reporting
Adaptive Insights
8.3
Sage 100
Detailed Audit Trails
Adaptive Insights
8.5
Sage 100

FInancial Reporting and Compliance

Adaptive Insights
8.3
Sage 100
Financial Statement Reporting
Adaptive Insights
9.0
Sage 100
Management Reporting
Adaptive Insights
8.6
Sage 100
Excel-based Reporting
Adaptive Insights
8.4
Sage 100
Automated board and financial reporting
Adaptive Insights
8.5
Sage 100
XBRL support for regulatory filing
Adaptive Insights
7.0
Sage 100

Analytics

Adaptive Insights
7.6
Sage 100
Personalized dashboards
Adaptive Insights
7.3
Sage 100
Color-coded scorecards
Adaptive Insights
6.8
Sage 100
KPIs
Adaptive Insights
8.0
Sage 100
Cost and profitability analysis
Adaptive Insights
8.0
Sage 100
Key Performance Indicator setting
Adaptive Insights
8.0
Sage 100
Benchmarking with external data
Adaptive Insights
7.3
Sage 100

Integration

Adaptive Insights
8.6
Sage 100
Flat file integration
Adaptive Insights
8.3
Sage 100
Excel data integration
Adaptive Insights
8.7
Sage 100
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Sage 100

Payroll Management

Adaptive Insights
Sage 100
6.5
Pay calculation
Adaptive Insights
Sage 100
8.0
Benefit plan administration
Adaptive Insights
Sage 100
6.0
Direct deposit files
Adaptive Insights
Sage 100
6.0
Salary revision and increment management
Adaptive Insights
Sage 100
6.3
Reimbursement management
Adaptive Insights
Sage 100
6.1

Customization

Adaptive Insights
Sage 100
7.4
API for custom integration
Adaptive Insights
Sage 100
7.0
Plug-ins
Adaptive Insights
Sage 100
7.9

Security

Adaptive Insights
Sage 100
9.3
Single sign-on capability
Adaptive Insights
Sage 100
9.6
Role-based user permissions
Adaptive Insights
Sage 100
9.0

Reporting & Analytics

Adaptive Insights
Sage 100
7.0
Dashboards
Adaptive Insights
Sage 100
8.7
Standard reports
Adaptive Insights
Sage 100
7.0
Custom reports
Adaptive Insights
Sage 100
5.2

General Ledger and Configurable Accounting

Adaptive Insights
Sage 100
6.8
Accounts payable
Adaptive Insights
Sage 100
6.5
Accounts receivable
Adaptive Insights
Sage 100
6.5
Global Financial Support
Adaptive Insights
Sage 100
5.0
Primary and Secondary Ledgers
Adaptive Insights
Sage 100
6.9
Intercompany Accounting
Adaptive Insights
Sage 100
5.8
Localizations
Adaptive Insights
Sage 100
7.4
Journals and Reconciliations
Adaptive Insights
Sage 100
5.7
Enterprise Accounting
Adaptive Insights
Sage 100
6.9
Configurable Accounting
Adaptive Insights
Sage 100
5.0
Standardized Processes
Adaptive Insights
Sage 100
8.7

Inventory Management

Adaptive Insights
Sage 100
8.9
Inventory tracking
Adaptive Insights
Sage 100
9.0
Automatic reordering
Adaptive Insights
Sage 100
8.8
Location management
Adaptive Insights
Sage 100
9.0
Manufacturing module
Adaptive Insights
Sage 100
8.8

Order Management

Adaptive Insights
Sage 100
9.0
Pricing
Adaptive Insights
Sage 100
8.9
Order entry
Adaptive Insights
Sage 100
8.9
Credit card processing
Adaptive Insights
Sage 100
8.9
Cost of goods sold
Adaptive Insights
Sage 100
8.9
Order Orchestration
Adaptive Insights
Sage 100
9.0
End-to-end order visibility
Adaptive Insights
Sage 100
9.0
Order exception Resolution
Adaptive Insights
Sage 100
9.0

Subledger and Financial Process

Adaptive Insights
Sage 100
6.6
Automated Invoice Processing
Adaptive Insights
Sage 100
6.1
Shared Services Payments
Adaptive Insights
Sage 100
10.0
Billings Management
Adaptive Insights
Sage 100
7.5
Customer Receipt Applications
Adaptive Insights
Sage 100
8.0
Customer Collections
Adaptive Insights
Sage 100
6.3
Revenue Recognition
Adaptive Insights
Sage 100
7.3
Cash Management
Adaptive Insights
Sage 100
5.8
Asset Management
Adaptive Insights
Sage 100
5.1
Travel & Expense Management
Adaptive Insights
Sage 100
3.5
Budgetary Control & Encumbrance Accounting
Adaptive Insights
Sage 100
4.9
Period Close
Adaptive Insights
Sage 100
7.0
Subledger Reconciliations
Adaptive Insights
Sage 100
8.0

Project Financial Management

Adaptive Insights
Sage 100
6.3
Budgeting and Forecasting
Adaptive Insights
Sage 100
4.9
Project Costing
Adaptive Insights
Sage 100
8.0
Cost Capture
Adaptive Insights
Sage 100
8.0
Capital Project Management
Adaptive Insights
Sage 100
8.0
Customer Invoicing
Adaptive Insights
Sage 100
4.1
Customer Contract Compliance
Adaptive Insights
Sage 100
6.0
Project Revenue Recognition
Adaptive Insights
Sage 100
6.0
Project Financial Performance Analysis
Adaptive Insights
Sage 100
6.0
Project Financials Dashboard
Adaptive Insights
Sage 100
6.0
Real-time Financial Reporting
Adaptive Insights
Sage 100
6.0
Embedded Business Intelligence
Adaptive Insights
Sage 100
6.0
Project Planning Collaboration
Adaptive Insights
Sage 100
6.0

Logistics

Adaptive Insights
Sage 100
9.7
Fulfillment Management
Adaptive Insights
Sage 100
9.0
Inventory Visibility
Adaptive Insights
Sage 100
10.0
Warehouse Workforce Management
Adaptive Insights
Sage 100
10.0

Manufacturing

Adaptive Insights
Sage 100
9.0
Supply Chain Business Flows
Adaptive Insights
Sage 100
10.0
Production Management
Adaptive Insights
Sage 100
8.0

Supply Chain

Adaptive Insights
Sage 100
9.0
Forecasting
Adaptive Insights
Sage 100
9.0
Inventory Planning
Adaptive Insights
Sage 100
9.0
Multi-tier Supply Chain Planning
Adaptive Insights
Sage 100
9.0
Performance Monitoring
Adaptive Insights
Sage 100
9.0

Pros

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo
  • Accounting audit trail
  • User security
  • Inventory management
No photo available

Cons

  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie profile photo
  • Easier upgrades to newer levels would be a plus.
  • Purchasing and implementing with a Certified Reseller is key to a successful rollout.
  • Rapid response updates in each module (for business process improvement) would be a plus.
Joshua Curlett profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
There is nothing else out there that even comes close. I think of what the perfect solution is for planning, consolidations, reporting and analysis and Adaptive is already there. Nobody else is even in the same ball park. The support staff is the greatest. They respond very rapidly with the same level of concern that we as customers show
Robert Scrimshaw profile photo
Sage 1007.6
Based on 5 answers
I would put this out to bid, if I were at the same organization. There have been a lot of improvements and changes in enterprise software and my preference would be to find a good web-based or cloud-based tool. Lower overall cost of ownership and improved efficiency would be my target criteria for a rebid of this.
No photo available

Usability

Adaptive Insights7.7
Based on 75 answers
The reports are exactly what we need however accessing it from the various sections is not as simple as it should be
Jessalyn Ka profile photo
Sage 1008.2
Based on 4 answers
It is easy, flexible, user friendly and feature laden. Out of the box or easily customized to meet our "wish" list . Sage offers a variety of modules and bolt-ons, user defined fields etc., allowing us to conduct business "our way" without forcing us into a one-size- fits- none mold or having to purchase expensive and cumbersome programming modifications
Therese Anthony 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
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
Sage 1009.1
Based on 1 answer
No answer on this topic is available.

Support

Adaptive Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo
Sage 1007.7
Based on 2 answers
Sage Support is very good. I usually get a person on the phone in a short time frame and usually get my issues fixed in one called.
Joseph Mancuso 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
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
Sage 1006.0
Based on 1 answer
We had an advantage in implementing the tool in that our director of Ops had been part of the team implementing the ERP for other users so we knew what to expect and were able to avoid a lot of the challenges people sometimes face with implementations. However, the process still took far longer than desired.
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

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
The last 20 years I worked as a Sage consultant implementing Sage 100 for customers. Other systems I dealt with were: Quickbooks, MS Great Plains, Expandable, Accpac (now sage). Downgrades from Oracle and SAP
Clark Walliser profile photo

Rating for Public Practice CPAs

No answers on this topic
Our organization is not a CPA firm. We provide outsourced accounting services and work with clients' selected accounting systems. We do not handle configuration of their software.
Lynn Albala 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

  • The most positive impact has been on time. While it took some time to get things set up correctly, once we did, we were able to report results very quickly.
  • The budgeting process has gone much more quickly.
  • What-if scenarios are a little trickier. There are multiple ways you can do it. We have chosen to use assumptions for percentages and then copy the original version to a "what-if" version and change the assumption it is pointing to. However, this is a bit clunky.
  • Month-end reporting is getting faster and faster the more we automate through Adaptive.
Amy Kee, CPA profile photo
  • Data conversion went swiftly from MAS 90 to Sage 100 ERP.
  • Bookkeeper was able to learn and used Sage 100 ERP.
Lynn Albala 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
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

Sage 100

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Sage 100 Editions & Modules
Sage 100
On-premise Edition
Sage 100 ERP Standard
1
Sage 100 ERP Advanced
1
Sage 100 ERP Premium
1
1. Per Seat per Month
SaaS Edition
Sage 100 ERP Online
1
1. Per User per Month
Additional Pricing Details

Sage 100 More Information