What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
61 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
61 Ratings
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Score 7.6 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 300 ERP

I believe that Sage 300 ERP is appropriate for a wide variety of companies looking for a system to maintain information in a concise manner. The level of complexity with which it is used is determined by the user group. Therefore, this product is great for companies that are just starting to grow right through to more mature companies looking for detailed data and analytics from their systems.
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Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Sage 300 ERP
Pixel Perfect reports
Adaptive Insights
9.0
Sage 300 ERP
Customizable dashboards
Adaptive Insights
10.0
Sage 300 ERP
Report Formatting Templates
Adaptive Insights
9.0
Sage 300 ERP

Ad-hoc Reporting

Adaptive Insights
8.0
Sage 300 ERP
Drill-down analysis
Adaptive Insights
9.0
Sage 300 ERP
Formatting capabilities
Adaptive Insights
7.0
Sage 300 ERP
Integration with R or other statistical packages
Adaptive Insights
8.0
Sage 300 ERP
Report sharing and collaboration
Adaptive Insights
8.0
Sage 300 ERP

Report Output and Scheduling

Adaptive Insights
8.0
Sage 300 ERP
Publish to PDF
Adaptive Insights
8.0
Sage 300 ERP
Report Versioning
Adaptive Insights
8.0
Sage 300 ERP
Report Delivery Scheduling
Adaptive Insights
8.0
Sage 300 ERP

Data Discovery and Visualization

Adaptive Insights
7.7
Sage 300 ERP
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Sage 300 ERP
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Sage 300 ERP
Predictive Analytics
Adaptive Insights
8.0
Sage 300 ERP

Access Control and Security

Adaptive Insights
9.0
Sage 300 ERP
Multi-User Support (named login)
Adaptive Insights
9.0
Sage 300 ERP
Role-Based Security Model
Adaptive Insights
9.0
Sage 300 ERP
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Sage 300 ERP

Mobile Capabilities

Adaptive Insights
8.5
Sage 300 ERP
Responsive Design for Web Access
Adaptive Insights
8.0
Sage 300 ERP
Dedicated iOS Application
Adaptive Insights
8.0
Sage 300 ERP
Dedicated Android Application
Adaptive Insights
8.0
Sage 300 ERP
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Sage 300 ERP

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Sage 300 ERP
Long-term financial planning
Adaptive Insights
8.9
Sage 300 ERP
Financial budgeting
Adaptive Insights
8.8
Sage 300 ERP
Forecasting
Adaptive Insights
9.1
Sage 300 ERP
Scenario modeling
Adaptive Insights
8.2
Sage 300 ERP
Management reporting
Adaptive Insights
8.1
Sage 300 ERP

Consolidation and Close

Adaptive Insights
7.5
Sage 300 ERP
Financial data consolidation
Adaptive Insights
7.9
Sage 300 ERP
Journal entries and reports
Adaptive Insights
5.6
Sage 300 ERP
Multi-currency management
Adaptive Insights
7.6
Sage 300 ERP
Intercompany Eliminations
Adaptive Insights
7.5
Sage 300 ERP
Minority Ownership
Adaptive Insights
7.1
Sage 300 ERP
Local and consolidated reporting
Adaptive Insights
8.3
Sage 300 ERP
Detailed Audit Trails
Adaptive Insights
8.5
Sage 300 ERP

FInancial Reporting and Compliance

Adaptive Insights
8.3
Sage 300 ERP
Financial Statement Reporting
Adaptive Insights
9.0
Sage 300 ERP
Management Reporting
Adaptive Insights
8.6
Sage 300 ERP
Excel-based Reporting
Adaptive Insights
8.4
Sage 300 ERP
Automated board and financial reporting
Adaptive Insights
8.5
Sage 300 ERP
XBRL support for regulatory filing
Adaptive Insights
7.0
Sage 300 ERP

Analytics

Adaptive Insights
7.6
Sage 300 ERP
Personalized dashboards
Adaptive Insights
7.3
Sage 300 ERP
Color-coded scorecards
Adaptive Insights
6.8
Sage 300 ERP
KPIs
Adaptive Insights
8.0
Sage 300 ERP
Cost and profitability analysis
Adaptive Insights
8.0
Sage 300 ERP
Key Performance Indicator setting
Adaptive Insights
8.0
Sage 300 ERP
Benchmarking with external data
Adaptive Insights
7.3
Sage 300 ERP

Integration

Adaptive Insights
8.6
Sage 300 ERP
Flat file integration
Adaptive Insights
8.3
Sage 300 ERP
Excel data integration
Adaptive Insights
8.7
Sage 300 ERP
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Sage 300 ERP

Payroll Management

Adaptive Insights
Sage 300 ERP
8.4
Pay calculation
Adaptive Insights
Sage 300 ERP
8.7
Benefit plan administration
Adaptive Insights
Sage 300 ERP
9.0
Direct deposit files
Adaptive Insights
Sage 300 ERP
9.0
Salary revision and increment management
Adaptive Insights
Sage 300 ERP
7.6
Reimbursement management
Adaptive Insights
Sage 300 ERP
7.9

Customization

Adaptive Insights
Sage 300 ERP
6.4
API for custom integration
Adaptive Insights
Sage 300 ERP
6.6
Plug-ins
Adaptive Insights
Sage 300 ERP
6.2

Security

Adaptive Insights
Sage 300 ERP
7.4
Single sign-on capability
Adaptive Insights
Sage 300 ERP
6.1
Role-based user permissions
Adaptive Insights
Sage 300 ERP
8.7

Reporting & Analytics

Adaptive Insights
Sage 300 ERP
7.8
Dashboards
Adaptive Insights
Sage 300 ERP
7.4
Standard reports
Adaptive Insights
Sage 300 ERP
7.7
Custom reports
Adaptive Insights
Sage 300 ERP
8.2

General Ledger and Configurable Accounting

Adaptive Insights
Sage 300 ERP
7.7
Accounts payable
Adaptive Insights
Sage 300 ERP
8.6
Accounts receivable
Adaptive Insights
Sage 300 ERP
8.2
Cash management
Adaptive Insights
Sage 300 ERP
8.7
Bank reconciliation
Adaptive Insights
Sage 300 ERP
9.2
Expense management
Adaptive Insights
Sage 300 ERP
8.3
Time tracking
Adaptive Insights
Sage 300 ERP
7.0
Fixed asset management
Adaptive Insights
Sage 300 ERP
8.0
Multi-currency support
Adaptive Insights
Sage 300 ERP
4.7
Multi-division support
Adaptive Insights
Sage 300 ERP
7.5
Regulations compliance
Adaptive Insights
Sage 300 ERP
7.1
Electronic tax filing
Adaptive Insights
Sage 300 ERP
6.8
Self-service portal
Adaptive Insights
Sage 300 ERP
7.2
Global Financial Support
Adaptive Insights
Sage 300 ERP
2.0
Primary and Secondary Ledgers
Adaptive Insights
Sage 300 ERP
9.0
Intercompany Accounting
Adaptive Insights
Sage 300 ERP
9.0
Localizations
Adaptive Insights
Sage 300 ERP
7.0
Journals and Reconciliations
Adaptive Insights
Sage 300 ERP
8.5
Enterprise Accounting
Adaptive Insights
Sage 300 ERP
8.6
Configurable Accounting
Adaptive Insights
Sage 300 ERP
9.1
Centralized Rules Framework
Adaptive Insights
Sage 300 ERP
8.0
Standardized Processes
Adaptive Insights
Sage 300 ERP
8.2

Inventory Management

Adaptive Insights
Sage 300 ERP
9.2
Inventory tracking
Adaptive Insights
Sage 300 ERP
10.0
Automatic reordering
Adaptive Insights
Sage 300 ERP
8.6
Location management
Adaptive Insights
Sage 300 ERP
10.0
Manufacturing module
Adaptive Insights
Sage 300 ERP
8.2

Order Management

Adaptive Insights
Sage 300 ERP
9.2
Pricing
Adaptive Insights
Sage 300 ERP
8.5
Order entry
Adaptive Insights
Sage 300 ERP
10.0
Credit card processing
Adaptive Insights
Sage 300 ERP
8.3
Cost of goods sold
Adaptive Insights
Sage 300 ERP
10.0

Accounting Firm BPO Features

Adaptive Insights
Sage 300 ERP
4.0
Branded client dashboards
Adaptive Insights
Sage 300 ERP
2.0
Client data roll-up capabilities
Adaptive Insights
Sage 300 ERP
6.0
Client data consolidation for benchmarking
Adaptive Insights
Sage 300 ERP
7.0
Configurable alerts
Adaptive Insights
Sage 300 ERP
1.0
Billing bypass
Adaptive Insights
Sage 300 ERP
2.0
Client template cloning
Adaptive Insights
Sage 300 ERP
1.0
Single sign-on
Adaptive Insights
Sage 300 ERP
4.0
Configurable client onboarding questions
Adaptive Insights
Sage 300 ERP
2.0
Cross-client workflow management
Adaptive Insights
Sage 300 ERP
4.0
Industry-specific versioning
Adaptive Insights
Sage 300 ERP
6.0
Legacy system data migration
Adaptive Insights
Sage 300 ERP
9.0

Pros

  • Adaptive handles the concept of "versions" very well. This makes budgeting, forecasting, and scenario planning particularly easy. You can compare actuals vs budget, vs budget @ different rate, vs forecast or vs prior year all at the quick click of a button.
  • Multi-user, multi-location, multi-currency handled with ease within the system.
  • Adding or removing GL codes, levels or dimensions is really easy and is updated across the entire model.
  • The reporting writing part of the solution is excellent. Once the data is in, you can report any parameter against any other.
Andy Clifton profile photo
  • The installation directions are clear and easy to follow.
  • The ability to import and export data is also easy allowing you to perform mundane tasks easily and efficiently.
  • The security features allow you to fine tune the permissions for the end users so that they cannot see data that you do not want them privy to.
Lisa McQueen profile photo

Cons

  • Users need more visibility for external reporting. If this already exists, then I would suggest more training or webcasts that cover this topic.
  • On the sales side of things, I would suggest ensuring that your NEW users are aware of the amount of training involved in learning to be an ADMIN for Adaptive Insights. Users need to be able to move beyond the implementation to active use. Yes, Adaptive makes things easy, but only if you know how to write the formulas and set things up correctly to run in the background. Hands-on training is a must! Our implementation was 3 years ago, though, so maybe things have improved somewhat since then.
  • More problem/solution-specific forums for users to interact with each other and find new and better ways of handling unique issues. Since Adaptive is so flexible, it often takes bouncing ideas off others to figure out the best way to plan for certain types of revenue or expenses.
Amy Kee, CPA profile photo
  • Old database structure
  • They lag behind in project management features, such as RFI, and submittals
  • Developing new features in the Job cost module
Lee Doxey profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
Adaptive has demonstrated their commitment to creating, maintaining, and developing an outstanding product and they have demonstrated to me that they truly care what their customers need and want from the system. They want all users to be successful and this shows in the way they manage their clients and the way they develop the software. I will implement Adaptive at any future organization that I work with and I know several other Finance Directors who have done the same!
Claire SunSpiral profile photo
Sage 300 ERP8.4
Based on 2 answers
Sage takes care of all of our accounting needs. I will not consider using another accounting product
Marcia Flocks profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Fairly easy to get trained on the system and how to build models. Within 3 days of hands-on training, we build out robust capacity models on our own. Reports and dashboards are drag and drop to create.
Meghan Gardiner, CPA, CA profile photo
Sage 300 ERP6.0
Based on 2 answers
Every product can use modest improvement. Sage needs a more modern interface using some of the functionality we see in common interfaces we use every day in the web and with modern operating systems.
No photo available

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
Sage 300 ERP7.3
Based on 1 answer
Turnover is high in the Sage Support department so sometimes it is difficult to get a rep who knows the issue well. Reps are good and getting assistance when they need it. Sometimes support is more interested in closing issue than actually solving problem. It can be difficult at times to have issues escalated but overall the support is good.
No photo available

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

We did not go through a full-blown software selection process, nor have I used other products in the past. Previous to Adaptive, we used Management Reporter (formerly FRx, now part of Microsoft Dynamics GP) for our financial statements, and Excel for our budgeting. Adaptive is far superior to either of those.We pursued Adaptive mainly through word of mouth. When discussing the availability of products with other accounting professionals, it was clear Adaptive was becoming the industry leader for our company size. We had a demo of the product presented by them. Since we liked it so much, we decided to go with them even though we had not reviewed other products.
Jack Kersjes profile photo
Sage is much better at multicurrency support
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
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

  • Once Adaptive was deployed we shorten our budget input cycle from about 1 month to 1 week for user inputs. Allowing more time to do meaningful analysis
  • With the use of office connect for BoD package reporting, I am able to quickly update a BoD deck. It usually takes about 30 minutes to an hour to change the settings in my standard reports and once this is done, if I make a change to the data in Adaptive, I can update the base reports and my PowerPoint slides are updated in a matter of seconds to minutes.
  • I estimated we save 1 to 2 FPA headcount because of Adaptive.
  • I have a 3 Year license agreement with Adaptive and because of this we receive multi year discounts.
Lisa VanHuystee profile photo
  • Increased employee efficiency.
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
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

Sage 300 ERP

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Sage 300 ERP Editions & Modules
Sage 300 ERP
Edition
Sage 300 ERP Standard
$1,6551
Sage 300 ERP Advanced
$1,6651
Sage 300 ERP Premium
$1,6652
1. Lifetime License per Seat
2. Lifetime License (unlimited seats)
Additional Pricing Details
Our pricing is by module and by license and can range depending on what the customers requirements are. Most of our financial and operational modules are $1655.00 each, plus user license, plus an annual business care of 24%.

Sage 300 ERP More Information