What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Sage 300 ERP

61 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Sage 300 ERP

61 Ratings
Score 7.5 out of 101

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Likelihood to Recommend

Adaptive Insights

I am unable to rate Adaptive Insights higher than 7 out of 10 because I have not fully explored the functionality. Based on what I know and what I have seen, I would definitely recommend Adaptive Insights. I would love if more people at my company used it, so then we could share content with each other. There is a lot of content for one person to explore.
Samantha Monastra profile photo

Sage 300 ERP

This is a product that is well suited for mid-sized construction companies. Smaller companies may find this product very expensive.
Lee Doxey profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Sage 300 ERP
Long-term financial planning
Adaptive Insights
8.9
Sage 300 ERP
Financial budgeting
Adaptive Insights
8.9
Sage 300 ERP
Forecasting
Adaptive Insights
9.1
Sage 300 ERP
Scenario modeling
Adaptive Insights
8.3
Sage 300 ERP
Management reporting
Adaptive Insights
8.2
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
5.5
Sage 300 ERP
Multi-currency management
Adaptive Insights
7.7
Sage 300 ERP
Intercompany Eliminations
Adaptive Insights
7.5
Sage 300 ERP
Minority Ownership
Adaptive Insights
7.0
Sage 300 ERP
Local and consolidated reporting
Adaptive Insights
8.3
Sage 300 ERP
Detailed Audit Trails
Adaptive Insights
8.6
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
8.5
Sage 300 ERP
Automated board and financial reporting
Adaptive Insights
8.5
Sage 300 ERP
XBRL support for regulatory filing
Adaptive Insights
6.9
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
8.1
Sage 300 ERP
Key Performance Indicator setting
Adaptive Insights
8.1
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
8.4
Sage 300 ERP
Excel data integration
Adaptive Insights
8.8
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
7.5
Reimbursement management
Adaptive Insights
Sage 300 ERP
7.9

Customization

Adaptive Insights
Sage 300 ERP
5.9
API for custom integration
Adaptive Insights
Sage 300 ERP
6.5
Plug-ins
Adaptive Insights
Sage 300 ERP
5.3

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
8.6

Reporting & Analytics

Adaptive Insights
Sage 300 ERP
7.8
Dashboards
Adaptive Insights
Sage 300 ERP
7.5
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
7.6
Accounts payable
Adaptive Insights
Sage 300 ERP
8.4
Accounts receivable
Adaptive Insights
Sage 300 ERP
7.9
Cash management
Adaptive Insights
Sage 300 ERP
8.6
Bank reconciliation
Adaptive Insights
Sage 300 ERP
9.0
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
4.6
Multi-division support
Adaptive Insights
Sage 300 ERP
7.4
Regulations compliance
Adaptive Insights
Sage 300 ERP
7.1
Electronic tax filing
Adaptive Insights
Sage 300 ERP
6.9
Self-service portal
Adaptive Insights
Sage 300 ERP
7.1
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
8.3
Enterprise Accounting
Adaptive Insights
Sage 300 ERP
8.0
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
8.3

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

  • Financial Reporting - financial statements are done instantaneously once the books are closed. There is no processing required. Recipients of the reports can obtain everything they need self-service. There is no distribution process required.
  • Budgeting/forecasting - We converted our Excel process (which used 30 linked workbooks, 20 sheets each, and 50+ formulas each sheet, for a total of 30,000 formulas) to Adaptive. Now that the model is set up, new forecasts can be set up in minutes, rather than hours/days. The whole model is driver-based and easy to manage. It is much more intuitive for our directors, too. All they need to supply are updated drivers to run a new budget or forecast.
  • Dashboard - We now have a company-wide mechanism for communicating KPIs, and both financial and non-financial data. Data can be presented both visually or in numeric formats.
Jack Kersjes profile photo
  • Excellent customer inquiry - re: sales, receipts, credit history
  • Very good Business Intelligence module
  • Excellent financial statement reporting
No photo available

Cons

  • Recent introduction of multiple time periods (e.g. days and weeks) vs. months only is still under review to see if we can properly adopt it to our needs.
  • In the reporting functions, it would be nice to be able to create scheduled reports or trigger specific report delivery.
Mikel Christopherson profile photo
  • Customer with multiple A/R address
  • Reports are overdone - too much information and you can edit the reports
  • Inventory items tracking
No photo available

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
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
Adaptive is very easy to use but can grow into a complex and intimidating system. It was very easy to build multiple models to meet varying needs, but this led to the system getting too complex. With the multiple models, we needed to have multiple different instructions and training. We have found ourselves needing to eliminate some of the models created at the initial implementation. In a sense it was too user friendly as we tried to make it all things for everyone.
Mikel Christopherson 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
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg 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
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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski 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

I was not involved in the selection process, but have interfaced with TM1 to our parent company. My personal experience has found Adaptive to have greater responsiveness.
Mikel Christopherson profile photo
As an accountant I find that Sage 300 works logically from an accounting perspective as opposed to other accounting packages that are aimed at users without an accounting background. MAS 500 is an excellent and powerful product but is not appropriate for the company size that I am now working with.
Annette Johanson 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

  • Easily will save 75% of finance team time on budgeting and planning.
  • Improved cost control, budgets, and forecasts are at the users' finger tips with actuals vs. budget vs forecast. No excuses to overspend and allows finance to be better business partners.
KaReese Watkins, CMA profile photo
  • Better customer Service
  • Increased productivity
  • Improved response times
  • Better visibility
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